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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
AAS
4151
Asset Allocation Strategies
Michigan
$336K +$2.33K +10 +0.8%
EE
4152
EWG Elevate
California
$336K +$45K +193 +16%
SIM
4153
Sterling Investment Management
Arizona
$335K
CCM
4154
Chiron Capital Management
Florida
$335K +$326K +1,398 New
PFG
4155
Pinnacle Financial Group
Illinois
$335K +$73.1K +314 +29%
MAM
4156
Mainsail Asset Management
Alabama
$334K
VWM
4157
Verus Wealth Management
Wisconsin
$334K +$325K +1,394 New
CCC
4158
Chelsea Counsel Company
California
$334K
PVAMC
4159
PPS&V Asset Management Consultants
Michigan
$333K +$233 +1 +0.1%
AWM
4160
Able Wealth Management
New Jersey
$333K +$14.2K +61 +5%
NCMW
4161
Northern Capital Management (Washington)
Washington
$332K -$41.9K -180 -12%
SA
4162
Sicart Associates
New York
$332K
APWM
4163
Anchor Pointe Wealth Management
Missouri
$331K +$322K +1,382 New
PA
4164
PharVision Advisers
Florida
$330K +$320K +1,376 New
AWM
4165
Avondale Wealth Management
Texas
$330K
RL
4166
Retireful LLC
Michigan
$329K +$320K +1,373 New
WWA
4167
Wealth Watch Advisors
Colorado
$329K +$317K +1,363 New
EW
4168
Entruity Wealth
California
$328K +$319K +1,370 New
LAM
4169
Lountzis Asset Management
Pennsylvania
$328K
EMC
4170
Everest Management Corp
California
$328K +$318K +1,367 New
ORI
4171
Oak Ridge Investments
Illinois
$327K -$7.22K -31 -2%
PFA
4172
Plotkin Financial Advisors
Maryland
$327K +$14.4K +62 +5%
GC
4173
Gibson Capital
Pennsylvania
$326K -$16.3K -70 -5%
LSWP
4174
Liberty Square Wealth Partners
Pennsylvania
$325K +$274K +1,175 New
KCIC
4175
Kuhn & Co Investment Counsel
Illinois
$325K +$18.6K +80 +6%