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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
SA
4051
Shilanski & Associates
Alaska
$381K -$932 -4 -0.3%
RW
4052
Rockport Wealth
Ohio
$379K +$17K +73 +5%
KFP
4053
Keener Financial Planning
Texas
$379K
FEM
4054
Fulcrum Equity Management
Texas
$378K -$362K -1,555 -50%
FSCM
4055
Front Street Capital Management
Montana
$378K -$10.5K -45 -3%
PIN
4056
Prudent Investors Network
California
$377K -$9.08K -39 -2%
LFS
4057
Lutz Financial Services
Nebraska
$377K -$3.26K -14 -0.9%
KCM
4058
Kendall Capital Management
Maryland
$374K -$8.15K -35 -2%
CC
4059
Capital Counsel
New York
$374K -$11.6K -50 -3%
GWM
4060
Gitterman Wealth Management
New Jersey
$373K +$2.33K +10 +0.6%
SC
4061
Sykon Capital
New York
$373K +$38.2K +164 +12%
SWM
4062
Stark Wealth Management
Pennsylvania
$372K +$361K +1,550 New
BLAM
4063
Bourne Lent Asset Management
New York
$372K
IPWA
4064
International Private Wealth Advisors
California
$371K +$361K +1,550 New
W
4065
WorthPointe
California
$371K +$10K +43 +3%
RWRC
4066
R.W. Roge & Company
New York
$370K
CFS
4067
Cannon Financial Strategists
Georgia
$370K +$22.6K +97 +7%
MCM
4068
MontVue Capital Management
Virginia
$369K +$94.1K +404 +36%
RCM
4069
Ridgepath Capital Management
Tennessee
$369K
ELM
4070
Elite Life Management
Florida
$369K +$4.42K +19 +1%
VIM
4071
VELA Investment Management
Ohio
$368K -$32.1K -138 -8%
CWA
4072
Continuum Wealth Advisors
New York
$368K +$56.6K +243 +19%
FSBI
4073
Fearless Solutions (Best Invest)
Texas
$367K +$357K +1,533 New
NEPPG
4074
New England Professional Planning Group
Rhode Island
$367K +$21K +90 +6%
SFS
4075
Sharp Financial Services
Pennsylvania
$367K -$35.9K -154 -9%