JPM icon

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 %
KPP
4526
Kings Path Partners
Texas
$74.6K -$502K -2,093 -87%
MAS
4527
MPWM Advisory Solutions
Georgia
$72.2K +$72.2K +301 New
FNWA
4528
Financial Network Wealth Advisors
Utah
$71.9K -$126K -525 -64%
MC
4529
Montag & Caldwell
Georgia
$71.9K +$71.9K +300 New
ACM
4530
Anfield Capital Management
California
$71.4K +$10.3K +43 +17%
EFMH
4531
E Fund Management (HK)
Hong Kong
$71K +$71K +297 New
MIM
4532
Meridiem Investment Management
United Kingdom
$67.1K -$259K -1,080 -79%
LWMI
4533
Legacy Wealth Management (Idaho)
Idaho
$66.7K +$8.27K +30 +14%
LIS
4534
Legacy Investment Solutions
Idaho
$66.7K +$8.27K +30 +14%
TVWM
4535
Tower View Wealth Management
Wisconsin
$66.2K +$240 +1 +0.4%
EPW
4536
Endeavor Private Wealth
Kansas
$66.1K +$66.1K +276 New
CAWM
4537
Capital A Wealth Management
Pennsylvania
$64K +$64K +267 New
FGC
4538
Financial Gravity Companies
Texas
$63.5K +$62.8K +262 +8,733%
TWD
4539
True Wealth Design
Ohio
$62.1K +$5.99K +25 +11%
PCA
4540
PMV Capital Advisers
Texas
$59.9K +$59.9K +250 New
HHGA
4541
Halbert Hargrove Global Advisors
California
$59.2K +$59.2K +247 New
VWWMG
4542
Vermillion & White Wealth Management Group
Pennsylvania
$56.1K
TCM
4543
Tanaka Capital Management
New York
$56K -$7.48K -31 -12%
HWM
4544
Horizons Wealth Management
North Carolina
$53.9K -$12.7K -53 -19%
MDA
4545
Minot DeBlois Advisors
Massachusetts
$53.9K +$53.9K +225 New
BMC
4546
Bear Mountain Capital
Washington
$53.7K
GIS
4547
Grayhawk Investment Strategies
Alberta, Canada
$53.2K
GJIA
4548
Glass Jacobson Investment Advisors
Maryland
$53.2K +$15.6K +65 +41%
CMA
4549
Cedar Mountain Advisors
Oregon
$52.1K -$8.16K -34 -14%
HFS
4550
Horizon Financial Services
North Carolina
$50.8K -$65.2K -272 -56%