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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
FWMM
3876
Foundation Wealth Management (Missouri)
Missouri
$480K
Renaissance Technologies
3877
Renaissance Technologies
New York
$480K -$58.9M -252,857 -99%
BMCM
3878
Burns Matteson Capital Management
New York
$479K +$76.9K +330 +20%
BAM
3879
Bosun Asset Management
Illinois
$479K -$273K -1,172 -37%
SCM
3880
Shapiro Capital Management
Georgia
$479K
EF
3881
Exeter Financial
Arizona
$479K -$11.6K -50 -2%
SHWM
3882
Smith & Howard Wealth Management
Georgia
$479K -$5.82K -25 -1%
TCM
3883
Tuttle Capital Management
Connecticut
$478K +$119K +512 +35%
KFS
3884
Kurt F. Somerville
$478K
W
3885
WPWealth
Texas
$478K +$214K +919 +85%
PFG
3886
Putney Financial Group
California
$478K +$464K +1,993 New
RWMG
3887
Redwood Wealth Management Group
New Jersey
$475K +$233 +1 +0.1%
KNFPWM
3888
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$475K +$22.6K +97 +5%
CCIA
3889
Cherry Creek Investment Advisors
Colorado
$474K +$2.33K +10 +0.5%
HFW
3890
Horizon Family Wealth
Illinois
$474K -$4.19K -18 -0.9%
SWIM
3891
Smallwood Wealth Investment Management
New Jersey
$472K
BMM
3892
Berkshire Money Management
Massachusetts
$471K +$458K +1,966 New
FDW
3893
Fourth Dimension Wealth
Ohio
$471K +$458K +1,965 New
JAA
3894
Joel Adams & Associates
North Carolina
$471K +$458K +1,965 New
NWMP
3895
Noble Wealth Management PBC
Colorado
$471K +$457K +1,964 New
GCP
3896
Gill Capital Partners
Colorado
$470K +$75.5K +324 +20%
AFS
3897
Anderson Financial Strategies
Ohio
$470K +$457K +1,962 New
KA
3898
Kearns & Associates
California
$470K
BFM
3899
Boothbay Fund Management
New York
$470K +$99.7K +428 +28%
XPN
3900
XY Planning Network
Montana
$469K +$456K +1,958 New