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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
BFS
4026
Baskin Financial Services
Ontario, Canada
$396K -$36.8K -158 -9%
EI
4027
EDMP Inc
Florida
$394K +$82.9K +356 +28%
RS
4028
Rakuten Securities
Japan
$394K +$214K +919 +127%
GCA
4029
Genesee Capital Advisors
New York
$394K +$59.6K +256 +18%
MGIA
4030
Matthew Goff Investment Advisor
Texas
$393K
FWMP
4031
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$392K +$381K +1,636 New
PWMG
4032
Private Wealth Management Group
New Jersey
$390K -$699 -3 -0.2%
MGAM
4033
McGowan Group Asset Management
Texas
$390K -$4.42K -19 -1%
AA
4034
AlphaMark Advisors
Kentucky
$390K +$39.6K +170 +12%
SWIA
4035
Solano Wealth Investment Advisors
California
$390K +$379K +1,626 New
WQ
4036
Wealth Quarterback
New Jersey
$390K -$8.38K -36 -2%
LFG
4037
Lazard Frères Gestion
France
$389K
AWAU
4038
Alliance Wealth Advisors (Utah)
Utah
$388K -$2.1K -9 -0.6%
PBF
4039
Petix & Botte Financial
California
$387K
LCC
4040
Lincoln Capital Corp
Rhode Island
$387K -$4.89K -21 -1%
FYW
4041
Future You Wealth
New York
$387K +$376K +1,615 New
PWA
4042
Physician Wealth Advisors
Utah
$386K +$16.3K +70 +5%
CC
4043
Centiva Capital
New York
$385K -$11.4M -49,030 -97%
GFG
4044
Grantvest Financial Group
New Jersey
$385K +$374K +1,605 New
MSWM
4045
Mowery & Schoenfeld Wealth Management
Illinois
$384K +$261K +1,119 +232%
PCA
4046
Private Capital Advisors
Connecticut
$384K
MWA
4047
MN Wealth Advisors
Kansas
$383K -$10.6M -45,648 -97%
LC
4048
Lavaca Capital
Texas
$383K +$137K +590 +59%
SAM
4049
Seelaus Asset Management
New Jersey
$382K +$23.3K +100 +7%
NPI
4050
New Perspectives Inc
Mississippi
$382K