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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
VFP
3926
Verus Financial Partners
Virginia
$458K +$466 +2 +0.1%
MFA
3927
Morling Financial Advisors
California
$457K +$6.29K +27 +1%
CWA
3928
Centennial Wealth Advisory
Michigan
$457K -$13K -56 -3%
HKIMG
3929
Hutchens & Kramer Investment Management Group
Indiana
$457K +$51.9K +223 +13%
PRI
3930
Prepared Retirement Institute
Pennsylvania
$457K +$73.4K +315 +20%
VBFG
3931
Vishria Bird Financial Group
Tennessee
$456K
GWA
3932
Gratus Wealth Advisors
Virginia
$454K +$466 +2 +0.1%
RA
3933
Riverstone Advisors
Texas
$453K +$466 +2 +0.1%
SP
3934
Symmetry Partners
Connecticut
$453K +$440K +1,888 New
DWAM
3935
Duncan Williams Asset Management
Tennessee
$452K +$181K +778 +70%
RHJA
3936
Rice Hall James & Associates
California
$451K
BC
3937
Broadwater Capital
Massachusetts
$451K +$303K +1,300 +224%
HWM
3938
HFR Wealth Management
New York
$451K +$8.15K +35 +2%
RFP
3939
Roth Financial Partners
Texas
$450K
CFGSD
3940
Compass Financial Group (South Dakota)
South Dakota
$450K -$26.8K -115 -6%
SO
3941
Sierra Ocean
California
$449K +$436K +1,873 New
DC
3942
Dahring Cusmano
Michigan
$449K +$436K +1,872 New
WP
3943
Wealthspan Partners
Iowa
$449K -$8.38K -36 -2%
RWM
3944
Rialto Wealth Management
New York
$448K +$436K +1,870 New
PFS
3945
Prospect Financial Services
New York
$448K -$42.4K -182 -9%
AL
3946
ADE LLC
Maryland
$448K +$16.8K +72 +4%
AWM
3947
Adams Wealth Management
Utah
$448K
CI
3948
CacheTech Inc
Utah
$448K
WWG
3949
West Wealth Group
California
$448K +$126K +541 +41%
VAF
3950
Values Added Financial
District of Columbia
$448K -$10.5K -45 -2%