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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
TA
676
TruWealth Advisors
Louisiana
$30.4M -$639K -2,745 -2%
BCM
677
Bridgeway Capital Management
Texas
$30.3M -$4.35M -18,686 -13%
MYLI
678
Meiji Yasuda Life Insurance
Japan
$30.3M -$144K -620 -0.5%
NRG
679
Nemes Rush Group
Michigan
$30.2M +$661K +2,839 +2%
EF
680
Empowered Funds
Pennsylvania
$30.2M +$3.46M +14,876 +13%
NCM
681
Narwhal Capital Management
Georgia
$30.1M -$1.83M -7,848 -6%
BT
682
Banque Transatlantique
France
$30.1M +$53.8M +230,847 New
CIA
683
Choate Investment Advisors
Massachusetts
$30.1M +$2.98M +12,805 +11%
VV
684
Verity & Verity
South Carolina
$30.1M +$2.78M +11,927 +10%
BCM
685
Bourgeon Capital Management
Connecticut
$30.1M -$496K -2,129 -2%
HSA
686
HBK Sorce Advisory
Pennsylvania
$30M +$516K +2,217 +2%
FAB
687
First American Bank
Illinois
$30M +$902K +3,871 +3%
FMI
688
F/M Investments
District of Columbia
$29.9M +$5.28M +22,666 +22%
LA
689
LBP AM
France
$29.9M -$17.4M -74,713 -37%
OPCM
690
Osborne Partners Capital Management
California
$29.9M -$732K -3,142 -2%
ECM
691
Evergreen Capital Management
Washington
$29.9M +$63.4K +272 +0.2%
RMC
692
Resources Management Corp
Connecticut
$29.8M -$234K -1,004 -0.8%
MYAM
693
Meiji Yasuda Asset Management
Japan
$29.8M +$752K +3,228 +3%
CC
694
Cadinha & Co
Hawaii
$29.8M +$28.9M +124,173 New
CM
695
Cercano Management
Washington
$29.7M +$28.3M +121,591 +4,998%
KFP
696
KMG Fiduciary Partners
Ohio
$29.6M +$20.5K +88 +0.1%
FDCP
697
Foster Dykema Cabot & Partners
Massachusetts
$29.6M -$427K -1,834 -1%
FLII
698
First Long Island Investors
New York
$29.4M +$18.4K +79 +0.1%
BG
699
Bollard Group
Massachusetts
$29.4M -$5.61M -24,103 -16%
KWM
700
Kingsview Wealth Management
Oregon
$29.3M +$998K +4,283 +4%