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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
ST
4001
Sageworth Trust
Pennsylvania
$414K -$264K -1,133 -40%
GA
4002
Gordian Advisors
Arizona
$414K -$17.5K -75 -4%
FAM
4003
Flaharty Asset Management
Florida
$413K +$198K +851 +97%
LI
4004
LifeWealth Investments
Florida
$413K +$401K +1,722 New
AMG
4005
Asset Management Group
Connecticut
$412K +$2.1K +9 +0.5%
WFS
4006
Widmann Financial Services
Maryland
$412K -$3.03K -13 -0.8%
DWA
4007
Delta Wealth Advisors
Indiana
$412K +$7.22K +31 +2%
HWMC
4008
Heritage Wealth Management (California)
California
$411K +$148K +634 +59%
BGA
4009
Battery Global Advisors
Massachusetts
$411K
TFA
4010
Toth Financial Advisory
Virginia
$411K
RAM
4011
Riggs Asset Management
Pennsylvania
$410K +$86.4K +371 +28%
BIA
4012
Bell Investment Advisors
California
$408K +$12.1K +52 +3%
EWM
4013
Echo Wealth Management
Minnesota
$408K -$39.8K -171 -9%
AA
4014
AlphaCentric Advisors
Puerto Rico
$407K -$24.2K -104 -6%
KL
4015
KWMG LLC
Kansas
$406K -$466 -2 -0.1%
TFP
4016
Triune Financial Partners
Kansas
$406K +$699 +3 +0.2%
MSF
4017
Mustard Seed Financial
Arkansas
$405K
IFO
4018
Independent Family Office
New York
$403K -$233K -1,000 -37%
EFG
4019
Elm3 Financial Group
Georgia
$402K +$390K +1,675 New
GCWM
4020
Graham Capital Wealth Management
District of Columbia
$402K +$699 +3 +0.2%
RP
4021
Riverwater Partners
Wisconsin
$402K +$2.1K +9 +0.5%
GWM
4022
GK Wealth Management
Nevada
$401K +$390K +1,674 New
RLIM
4023
Red Lighthouse Investment Management
New York
$401K
SFG
4024
Sterling Financial Group
California
$398K -$2.79K -12 -0.7%
TLA
4025
Tanglewood Legacy Advisors
Texas
$397K +$322K +1,384 +507%