JPM icon

JPMorgan Chase

4,601 hedge funds and large institutions have $495B invested in JPMorgan Chase in 2024 Q4 according to their latest regulatory filings, with 594 funds opening new positions, 1,696 increasing their positions, 1,922 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,601
Holders Change
+434
Holders Change %
+10.42%
% of All Funds
61.24%
Holding in Top 10
790
Holding in Top 10 Change
+174
Holding in Top 10 Change %
+28.25%
% of All Funds
10.52%
New
594
Increased
1,696
Reduced
1,922
Closed
84
Calls
$8.24B
Puts
$10.6B
Net Calls
-$2.35B
Net Calls Change
+$82.1M
Name Holding Trade Value Shares
Change
Shares
Change %
SFS
4026
Sharp Financial Services
Pennsylvania
$367K -$36.9K -154 -9%
RHAM
4027
Round Hill Asset Management
California
$366K -$461K -1,925 -56%
R
4028
Rebalance
California
$366K
CWM
4029
CCG Wealth Management
California
$366K +$31.6K +132 +9%
HGERS
4030
Householder Group Estate & Retirement Specialist
Arizona
$365K -$1.44M -6,036 -80%
JWM
4031
JFG Wealth Management
Colorado
$365K +$240 +1 +0.1%
ACA
4032
Ascension Capital Advisors
Texas
$364K +$37.6K +157 +12%
HGA
4033
Hobbs Group Advisors
South Carolina
$364K -$6.23K -26 -2%
IW
4034
Instrumental Wealth
Florida
$364K +$63.7K +241 +21%
ACM
4035
Avalon Capital Management
California
$363K -$37.6K -157 -9%
ZAM
4036
Zevin Asset Management
Massachusetts
$362K -$39.7K -166 -10%
TWM
4037
Trevian Wealth Management
Massachusetts
$362K
RCI
4038
RS Crum Inc
California
$361K -$479 -2 -0.1%
SFMG
4039
Sage Financial Management Group
Virginia
$361K
PWP
4040
Prasad Wealth Partners
Ohio
$361K +$361K +1,505 New
CWM
4041
ClientFirst Wealth Management
Arkansas
$361K +$361K +1,504 New
GCL
4042
Gouws Capital LLC
North Carolina
$360K
HP
4043
Highlander Partners
Texas
$360K
MGWA
4044
Monument Group Wealth Advisors
Massachusetts
$360K
CC
4045
Colrain Capital
Massachusetts
$360K +$360K +1,500 New
BWM
4046
Boyd Wealth Management
California
$359K -$6.95K -29 -2%
SWM
4047
Seed Wealth Management
Illinois
$359K
MWA
4048
Muirfield Wealth Advisors
North Carolina
$358K -$26.9K -112 -7%
LFASL
4049
Lugano Financial Advisors SA (LFA)
Switzerland
$357K
KIA
4050
Kraematon Investment Advisors
Massachusetts
$357K +$1.68K +7 +0.5%