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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
NB
651
Norinchukin Bank
Japan
$32.9M +$2.15M +9,233 +7%
NMERB
652
New Mexico Educational Retirement Board
New Mexico
$32.5M -$1.12M -4,800 -3%
VIM
653
Vinva Investment Management
Australia
$32.4M +$3.84M +16,497 +14%
PWM
654
Perigon Wealth Management
California
$32.3M +$1.69M +7,238 +6%
PIM
655
Penobscot Investment Management
Massachusetts
$32.2M -$70.1K -301 -0.2%
MC
656
Moors & Cabot
Massachusetts
$32M +$7.69K +33 +0%
BBA
657
BLB&B Advisors
Pennsylvania
$32M +$657K +2,820 +2%
PP
658
Patten & Patten
Tennessee
$31.9M -$410K -1,759 -1%
PCM
659
Palisade Capital Management
New Jersey
$31.7M -$1.09M -4,682 -3%
MFAM
660
Motley Fool Asset Management
Virginia
$31.6M +$4.07M +17,488 +15%
ELC
661
Edgar Lomax Company
Virginia
$31.6M -$585K -2,510 -2%
TBA
662
Tower Bridge Advisors
Pennsylvania
$31.5M -$141K -604 -0.5%
AAIS
663
ABN AMRO Investment Solutions
$31.3M -$3.06M -13,125 -9%
SGK
664
Steigerwald Gordon & Koch
Virginia
$31.1M -$749K -3,216 -2%
GGS
665
Galvin Gaustad & Stein
Arizona
$31.1M -$1.75M -7,507 -5%
AHB
666
Abner Herrman & Brock
New Jersey
$31.1M -$403K -1,732 -1%
GT
667
Greenleaf Trust
Michigan
$31.1M +$259K +1,112 +0.9%
PA
668
Parallel Advisors
California
$31M +$273K +1,170 +0.9%
PMG
669
Private Management Group
California
$31M -$7.58M -32,555 -20%
AIMC
670
Alley Investment Management Company
Illinois
$31M +$300K +1,290 +1%
NO
671
Ninety One
South Africa
$30.8M +$4.05M +17,378 +16%
FIA
672
Foundations Investment Advisors
Arizona
$30.8M +$3.49M +14,966 +13%
MDSL
673
M.D. Sass LLC
New York
$30.8M +$29.9M +128,302 New
DWT
674
Dorsey & Whitney Trust
South Dakota
$30.7M +$218K +937 +0.7%
FFA
675
First Foundation Advisors
California
$30.6M -$1.02M -4,398 -3%