JPM icon

JPMorgan Chase

4,600 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
4,600
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 %
GWM
4476
Guardian Wealth Management
Illinois
$167K -$3.36K -14 -2%
WAM
4477
Wolverine Asset Management
Illinois
$163K +$163K +678 New
MCA
4478
Maryland Capital Advisors
Maryland
$162K -$240 -1 -0.1%
VFIC
4479
Valley Forge Investment Consultants
Pennsylvania
$158K
SCA
4480
Stuart Chaussee & Associates
California
$158K +$37.6K +157 +31%
DWM
4481
Darwin Wealth Management
Florida
$158K -$346K -1,443 -69%
WA
4482
WPG Advisers
Maryland
$157K +$157K +655 New
EA
4483
Evolution Advisers
Virginia
$157K
DP
4484
Denver PWM
Colorado
$149K -$32.1K -134 -18%
DF
4485
DecisionPoint Financial
Arizona
$146K
DCM
4486
Disciplina Capital Management
Tennessee
$145K +$958 +4 +0.7%
BCM
4487
Basso Capital Management
Connecticut
$145K
WFA
4488
West Financial Advisors
Iowa
$145K +$103K +428 +245%
MCM
4489
MidAtlantic Capital Management
Virginia
$144K -$10.3K -43 -7%
CCMI
4490
Creative Capital Management Investments
California
$143K +$98.5K +411 +220%
TPW
4491
Talon Private Wealth
Florida
$143K +$39.1K +163 +38%
SAM
4492
Sherman Asset Management
California
$138K +$138K +576 New
APW
4493
Acima Private Wealth
Virginia
$136K
WCM
4494
WealthTrak Capital Management
Virginia
$136K +$136K +567 New
EFP
4495
EnRich Financial Partners
Wisconsin
$135K
DCM
4496
Davis Capital Management
Florida
$133K
RFG
4497
REAP Financial Group
Texas
$132K +$18K +75 +16%
HCM
4498
Horrell Capital Management
Arkansas
$131K
LFA
4499
LGT Financial Advisors
Texas
$131K +$120K +500 +1,111%
TCG
4500
Transcendent Capital Group
Oklahoma
$128K