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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
SSC
3901
Syverson Strege & Co
Iowa
$469K +$129K +555 +40%
RA
3902
Rational Advisors
New York
$469K -$1.37M -5,897 -75%
PC
3903
Permit Capital
Pennsylvania
$469K
CYG
3904
Clean Yield Group
Vermont
$468K +$55K +236 +14%
JGIA
3905
Jackson Grant Investment Advisers
Connecticut
$468K -$135K -578 -23%
PIS
3906
POM Investment Strategies
North Carolina
$468K
KC
3907
Kinloch Capital
Virginia
$468K -$81.5K -350 -15%
ACM
3908
Ascent Capital Management
Oregon
$467K +$454K +1,950 New
LAM
3909
Lewis Asset Management
California
$467K -$25.6K -110 -5%
APW
3910
Axim Planning & Wealth
Ohio
$467K +$1.17K +5 +0.3%
PGF
3911
Plan Group Financial
Oklahoma
$467K +$17.2K +74 +4%
FAN
3912
Financial Advisors Network
California
$466K +$453K +1,946 New
CL
3913
CVFG LLC
Indiana
$466K +$453K +1,944 New
BFG
3914
Birch Financial Group
New Hampshire
$466K +$453K +1,943 New
KFS
3915
Kelly Financial Services
Massachusetts
$466K +$31.4K +135 +7%
SCA
3916
Sage Capital Advisors
South Dakota
$465K +$233 +1 +0.1%
PCM
3917
Pennsylvania Capital Management
Pennsylvania
$465K +$89.2K +383 +25%
CCA
3918
Cadent Capital Advisors
Oklahoma
$462K +$62.4K +268 +16%
DAM
3919
Deltec Asset Management
New York
$461K -$303K -1,300 -40%
WCA
3920
Waratah Capital Advisors
Ontario, Canada
$461K +$448K +1,924 New
BDL
3921
Banque de Luxembourg
Luxembourg
$461K +$446K +1,915 New
FA
3922
Fedenia Advisers
Wisconsin
$460K +$447K +1,921 New
PWA
3923
Peterson Wealth Advisors
Utah
$460K +$20.5K +88 +5%
VBWMG
3924
Von Berge Wealth Management Group
California
$460K -$2.79K -12 -0.7%
DFA
3925
DHJJ Financial Advisors
Illinois
$458K