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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
TFP
3951
Traction Financial Partners
Wyoming
$447K +$15.6K +67 +4%
AM
3952
Atwater Malick
Pennsylvania
$446K
M
3953
MATAURO
New York
$446K +$433K +1,861 New
BAWM
3954
Bennett Associates Wealth Management
Pennsylvania
$446K +$161K +693 +59%
CC
3955
Copperleaf Capital
North Carolina
$445K +$52.2K +224 +14%
WA
3956
Wealthstar Advisors
Texas
$445K +$433K +1,858 New
DWM
3957
Denver Wealth Management
Colorado
$444K +$1.17K +5 +0.3%
DC
3958
Defender Capital
North Carolina
$443K
HFRG
3959
Houlihan Financial Resource Group
Virginia
$442K
RIM
3960
Rockbridge Investment Management
New York
$441K +$9.55K +41 +2%
AFA
3961
American Financial Advisors
Georgia
$440K -$3.26K -14 -0.8%
SC
3962
Schiavi & Co
Delaware
$439K -$466 -2 -0.1%
Betterment LLC
3963
Betterment LLC
New York
$439K +$135K +579 +46%
B
3964
Barings
North Carolina
$438K -$55.4K -238 -12%
RAG
3965
RIA Advisory Group
Iowa
$438K -$18.6K -80 -4%
CCM
3966
Chickasaw Capital Management
Tennessee
$438K
SIS
3967
Strategic Investment Solutions
Illinois
$437K +$17.5K +75 +4%
WLIM
3968
White Lighthouse Investment Management
Massachusetts
$437K +$6.29K +27 +2%
SA
3969
Stewardship Advisors
Pennsylvania
$436K +$34.9K +150 +9%
DW
3970
Dodds Wealth
Colorado
$436K
WWA
3971
Wisconsin Wealth Advisors
Wisconsin
$435K +$422K +1,813 New
EMCIP
3972
Ewing Morris & Co Investment Partners
Ontario, Canada
$433K +$421K +1,807 New
WFS
3973
Walker Financial Services
Kentucky
$433K +$4.89K +21 +1%
LD
3974
Lipe & Dalton
New York
$432K
CM
3975
Crestline Management
Texas
$431K +$23.3K +100 +6%