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JPMorgan Chase

4,599 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, 1,695 increasing their positions, 1,922 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,599
Holders Change
+433
Holders Change %
+10.39%
% 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
1,695
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 %
MFT
4501
Moisand Fitzgerald Tamayo
Florida
$124K
PP
4502
Pingora Partners
Wyoming
$121K -$37.9K -158 -24%
AAG
4503
Accordant Advisory Group
Maryland
$120K
NWWA
4504
New Wave Wealth Advisors
Arkansas
$119K -$135K -564 -53%
GFM
4505
GF Fund Management
China
$114K +$114K +475 New
SRCM
4506
Signature Resources Capital Management
California
$114K
NCM
4507
Northwest Capital Management
Oregon
$110K -$28.8K -120 -21%
NA
4508
Nordwand Advisors
Pennsylvania
$105K
SAS
4509
Stelac Advisory Services
New York
$104K +$104K +435 New
BHWM
4510
Bay Harbor Wealth Management
Maryland
$104K -$13.2K -55 -11%
RI
4511
Ridgewood Investments
New Jersey
$103K
MWA
4512
Miller Wealth Advisors
Colorado
$103K
PWM
4513
Parkworth Wealth Management
California
$102K +$102K +424 New
DRP
4514
Decker Retirement Planning
Utah
$100K +$100K +418 New
WTFG
4515
Wood Tarver Financial Group
Idaho
$100K +$100K +421 New
RTL
4516
Red Tortoise LLC
Georgia
$98.5K
DPW
4517
DiNuzzo Private Wealth
Pennsylvania
$96.6K +$240 +1 +0.2%
MAM
4518
Marquette Asset Management
Minnesota
$95.9K
FW
4519
Fairway Wealth
Ohio
$94.4K +$94.4K +394 New
CW
4520
Curio Wealth
Maryland
$91.1K +$91.1K +380 New
FWM
4521
FLP Wealth Management
Arkansas
$85.8K +$85.8K +358 New
RF
4522
Robbins Farley
New Hampshire
$82.9K
CWM
4523
Copia Wealth Management
Oregon
$80.1K +$80.1K +334 New
QL
4524
Quarry LP
New York
$77.9K +$77.9K +325 New
RWS
4525
Retirement Wealth Solutions
Wisconsin
$75.1K +$75.1K +313 New