We are live on ! Find out more
JPM icon

JPMorgan Chase

4,662 hedge funds and large institutions have $496B invested in JPMorgan Chase in 2024 Q4 according to their latest regulatory filings, with 622 funds opening new positions, 1,712 increasing their positions, 1,935 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

640% more first-time investments, than exits

New positions opened: 622 | Existing positions closed: 84

28% more funds holding in top 10

Funds holding in top 10: 622798 (+176)

16% more capital invested

Capital invested by funds: $428B → $496B (+$68.2B)

11% more funds holding

Funds holding: 4,1994,662 (+463)

1.01% more ownership

Funds ownership: 71.67%72.68% (+1%)

12% less repeat investments, than reductions

Existing positions increased: 1,712 | Existing positions reduced: 1,935

22% less call options, than puts

Call options by funds: $8.24B | Put options by funds: $10.6B

Holders
4,662
Holders Change
+463
Holders Change %
+11.03%
% of All Funds
61.42%
Holding in Top 10
798
Holding in Top 10 Change
+176
Holding in Top 10 Change %
+28.3%
% of All Funds
10.51%
New
622
Increased
1,712
Reduced
1,935
Closed
84
Calls
$8.24B
Puts
$10.6B
Net Calls
-$2.35B
Net Calls Change
+$84.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
3851
BluePointe Capital Management
California
$491K +$477K +2,047 New
FWM
3852
FSA Wealth Management
Massachusetts
$490K -$40.8K -175 -8%
LGWM
3853
Litman Gregory Wealth Management
California
$490K +$17.2K +74 +4%
SRWM
3854
Shira Ridge Wealth Management
California
$490K +$25.4K +109 +6%
TBWA
3855
Three Bridge Wealth Advisors
California
$489K +$116K +500 +32%
TWA
3856
Tandem Wealth Advisors
Arizona
$489K +$13.7K +59 +3%
HIGP
3857
Hill Investment Group Partners
Missouri
$488K +$474K +2,036 New
AIA
3858
Accelerate Investment Advisors
California
$488K +$221K +948 +87%
CSA
3859
Cornerstone Select Advisors
Missouri
$486K +$472K +2,028 New
EWA
3860
Emergent Wealth Advisors
New York
$486K +$17.5K +75 +4%
BWCS
3861
Beirne Wealth Consulting Services
Connecticut
$486K
KA
3862
Kercheville Advisors
Texas
$485K
WAN
3863
Wealth Advisors Northwest
Oregon
$485K +$472K +2,025 New
PSFG
3864
Park Square Financial Group
Georgia
$485K +$471K +2,024 New
AFAS
3865
Acorn Financial Advisory Services
Virginia
$485K
MMCM
3866
Murphy & Mullick Capital Management
New York
$484K +$470K +2,019 New
JSA
3867
Jacobson & Schmitt Advisors
Wisconsin
$483K
BEW
3868
Burton Enright Welch
California
$483K +$3.03K +13 +0.7%
Parallax Volatility Advisers
3869
Parallax Volatility Advisers
California
$483K -$14.8M -63,350 -97%
EWA
3870
Encompass Wealth Advisors
Oregon
$482K -$932 -4 -0.2%
MF
3871
Manchester Financial
California
$482K +$85.5K +367 +22%
SSW
3872
Smith Shellnut Wilson
Mississippi
$482K +$41.7K +179 +10%
BS
3873
Brighton Securities
New York
$482K +$468K +2,010 New
EA
3874
Echo45 Advisors
California
$481K +$36.3K +156 +9%
OA
3875
Oxbow Advisors
Texas
$481K -$33.5K -144 -7%