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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
RHAM
4076
Round Hill Asset Management
California
$366K -$448K -1,925 -56%
R
4077
Rebalance
California
$366K
CWM
4078
CCG Wealth Management
California
$366K +$30.7K +132 +9%
HGERS
4079
Householder Group Estate & Retirement Specialist
Arizona
$365K -$1.41M -6,036 -80%
JWM
4080
JFG Wealth Management
Colorado
$365K +$233 +1 +0.1%
ACA
4081
Ascension Capital Advisors
Texas
$364K +$36.6K +157 +12%
HGA
4082
Hobbs Group Advisors
South Carolina
$364K -$6.06K -26 -2%
IW
4083
Instrumental Wealth
Florida
$364K +$56.1K +241 +21%
ACM
4084
Avalon Capital Management
California
$363K -$36.6K -157 -9%
ZAM
4085
Zevin Asset Management
Massachusetts
$362K -$38.7K -166 -10%
TWM
4086
Trevian Wealth Management
Massachusetts
$362K
RCI
4087
RS Crum Inc
California
$361K -$466 -2 -0.1%
SFMG
4088
Sage Financial Management Group
Virginia
$361K
PWP
4089
Prasad Wealth Partners
Ohio
$361K +$351K +1,505 New
CWM
4090
ClientFirst Wealth Management
Arkansas
$361K +$350K +1,504 New
GCL
4091
Gouws Capital LLC
North Carolina
$360K
HP
4092
Highlander Partners
Texas
$360K
MGWA
4093
Monument Group Wealth Advisors
Massachusetts
$360K
CC
4094
Colrain Capital
Massachusetts
$360K +$349K +1,500 New
BWM
4095
Boyd Wealth Management
California
$359K -$6.75K -29 -2%
SWM
4096
Seed Wealth Management
Illinois
$359K
MWA
4097
Muirfield Wealth Advisors
North Carolina
$358K -$26.1K -112 -7%
LFASL
4098
Lugano Financial Advisors SA (LFA)
Switzerland
$357K
KIA
4099
Kraematon Investment Advisors
Massachusetts
$357K +$1.63K +7 +0.5%
C
4100
Covestor
United Kingdom
$357K +$6.52K +28 +2%