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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 %
WCM
4576
Westend Capital Management
California
$24.5K
1L
4577
10Elms LLP
Oklahoma
$24K +$24K +100 New
ATC
4578
Advantage Trust Company
Kansas
$21.6K
FIA
4579
FPC Investment Advisory
California
$20K +$20K +75 New
SWM
4580
Sanctuary Wealth Management
Idaho
$19.7K +$14.9K +62 +310%
KFGG
4581
Keystone Financial Group (Georgia)
Georgia
$17.7K +$17.7K +74 New
JFG
4582
JDM Financial Group
Texas
$15.6K
DWA
4583
Delos Wealth Advisors
Texas
$15.3K +$8.15K +34 +113%
PS
4584
PayPay Securities
Japan
$15.3K -$479 -2 -3%
CI
4585
Clal Insurance
Israel
$15K +$15K +64 New
WW
4586
Winnow Wealth
Texas
$14.2K +$14.2K +60 New
CJH
4587
Christopher J. Hasenberg
Wisconsin
$12K
CF
4588
Conquis Financial
California
$11.5K +$11.5K +48 New
NS
4589
NBC Securities
Alabama
$9.98K -$10.7M -43,969 -100%
PPWM
4590
PFG Private Wealth Management
Florida
$9.11K
FWA
4591
FSC Wealth Advisors
New York
$7.43K
IMC
4592
Investment Management Corporation
Virginia
$6.95K +$6.95K +29 New
KIG
4593
Kessler Investment Group
Indiana
$6.42K
CWM
4594
Cedar Wealth Management
California
$5.75K -$123K -513 -96%
SC
4595
Stance Capital
Massachusetts
$5.75K +$5.75K +24 New
FC
4596
Family CFO
California
$5.03K +$5.03K +21 New
SMAM
4597
Sugar Maple Asset Management
Wisconsin
$4.08K +$4.08K +17 New
CJ
4598
Caitlin John
Michigan
$3.95K
FS
4599
Financially Speaking
Colorado
$3.6K +$3.6K +15 New
IA
4600
IFS Advisors
Kansas
$2.67K