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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
CAG
3976
Curtis Advisory Group
California
$431K +$69.9K +300 +20%
WWM
3977
WT Wealth Management
Arizona
$431K -$2.79K -12 -0.7%
IPW
3978
IronBridge Private Wealth
Texas
$430K +$2.1K +9 +0.5%
CPC
3979
CFC Planning Company
Indiana
$429K +$417K +1,789 New
BA
3980
BIP Alliance
Georgia
$429K +$417K +1,789 New
IA
3981
IMZ Advisory
Florida
$428K +$10.7K +46 +3%
CCP
3982
Clarkston Capital Partners
Michigan
$425K -$45K -193 -10%
LODC
3983
Lanham O'Dell & Company
West Virginia
$424K +$233 +1 +0.1%
WAM
3984
Worth Asset Management
Texas
$424K +$8.38K +36 +2%
CAM
3985
Clark Asset Management
New Hampshire
$423K -$114K -488 -22%
LWA
3986
Ledgewood Wealth Advisors
New Hampshire
$422K
IWP
3987
Innova Wealth Partners
Pennsylvania
$422K +$410K +1,760 New
PW
3988
Potentia Wealth
California
$421K +$409K +1,758 New
MBI
3989
May Barnhard Investments
Maryland
$421K -$11.6K -50 -3%
APWM
3990
Argonautica Private Wealth Management
Massachusetts
$421K -$6.99K -30 -2%
SWMG
3991
Sanchez Wealth Management Group
Florida
$420K +$2.1K +9 +0.5%
TCM
3992
Triumph Capital Management
Colorado
$420K +$10.7K +46 +3%
CWAF
3993
Core Wealth Advisors (Florida)
Florida
$419K +$4.89K +21 +1%
MSFP
3994
Mark Sheptoff Financial Planning
Connecticut
$417K
SPW
3995
Sonoma Private Wealth
California
$417K +$29.8K +128 +8%
NRWA
3996
North Ridge Wealth Advisors
Oregon
$416K
IWN
3997
Independent Wealth Network
Iowa
$416K +$18.6K +80 +5%
T
3998
TOBAM
France
$415K -$36.6K -157 -8%
LFA
3999
Level Financial Advisors
New York
$414K
LIG
4000
Lokken Investment Group
Delaware
$414K +$11.2K +48 +3%