We are live on ! Find out more
JPM icon

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
HIS
4126
Horizon Investment Services
Indiana
$348K +$44.3K +190 +15%
CCA
4127
Catalyst Capital Advisors
New York
$348K +$309K +1,325 +1,052%
LF
4128
Lighthouse Financial
Florida
$347K +$337K +1,449 New
AA
4129
Acorns Advisers
California
$347K +$17.2K +74 +5%
DWS
4130
Dynamic Wealth Strategies
California
$347K -$50.5K -217 -13%
AL
4131
ACAS LLC
California
$346K -$35.4K -152 -11%
TFA
4132
Tobias Financial Advisors
Florida
$346K +$37.5K +161 +13%
BWP
4133
BlueStem Wealth Partners
Minnesota
$344K +$335K +1,437 New
RFN
4134
Redwood Financial Network
Ohio
$344K +$932 +4 +0.3%
YWM
4135
Yoder Wealth Management
California
$344K +$9.08K +39 +3%
CCM
4136
Carlson Capital Management
Minnesota
$344K +$96.2K +413 +40%
AZ
4137
Alpha Zero
Florida
$343K +$334K +1,432 New
EW
4138
Enzi Wealth
Texas
$343K +$15.6K +67 +5%
AWC
4139
Adamsbrown Wealth Consultants
Kansas
$342K +$10.5K +45 +3%
PWM
4140
Penobscot Wealth Management
Maine
$341K +$10.2K +44 +3%
HWMT
4141
Heritage Wealth Management (Texas)
Texas
$341K -$21.2K -91 -6%
DB
4142
Dravo Bay
Delaware
$341K
HWM
4143
Hobbs Wealth Management
Indiana
$341K +$331K +1,422 New
CFP
4144
Cypress Financial Planning
New Jersey
$341K +$6.75K +29 +2%
BOSSRA
4145
B.O.S.S. Retirement Advisors
Utah
$341K -$6.08M -26,119 -95%
DP
4146
DDD Partners
Washington
$339K +$8.85K +38 +3%
SA
4147
Skyline Advisors
Washington
$339K -$98.1K -421 -23%
RK
4148
Rather & Kittrell
Tennessee
$338K +$466 +2 +0.1%
OPWM
4149
Oxinas Partners Wealth Management
Indiana
$337K -$177K -758 -35%
MPW
4150
MGO Private Wealth
California
$336K -$125K -537 -28%