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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
ABTD
701
Arvest Bank Trust Division
Oklahoma
$29.3M -$710K -3,049 -2%
SRC
702
Shufro Rose & Co
New York
$29.2M -$567K -2,435 -2%
PFM
703
Premier Fund Managers
United Kingdom
$28.3M +$5.96M +25,592 +28%
CANC
704
Culbertson A N & Co
Virginia
$28.2M -$437K -1,875 -2%
JCM
705
Janney Capital Management
Pennsylvania
$28.2M -$5.7M -24,464 -17%
RAM
706
Rempart Asset Management
Canada
$28.2M -$1.24M -5,340 -4%
AHC
707
Adell Harriman & Carpenter
Texas
$28.1M +$104K +445 +0.4%
AWAG
708
ARS Wealth Advisors Group
Florida
$27.9M -$592K -2,540 -2%
BWFA
709
Baltimore-Washington Financial Advisors
Maryland
$27.9M +$648K +2,782 +2%
Wolverine Trading
710
Wolverine Trading
Illinois
$27.9M +$25.8M +110,927 +2,018%
AWM
711
Absher Wealth Management
North Carolina
$27.8M -$3.18M -13,665 -11%
CAM
712
Congress Asset Management
Massachusetts
$27.5M +$3.67M +15,764 +16%
FAM
713
Fred Alger Management
New York
$27.5M +$688K +2,955 +3%
PCMF
714
Private Capital Management (Florida)
Florida
$27.3M -$233K -1,000 -0.9%
NNPTE
715
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$27.2M +$25.9M +111,205 +4,502%
SIMG
716
Sonora Investment Management Group
Arizona
$27.2M +$345K +1,480 +1%
DMC
717
Drexel Morgan & Co
Pennsylvania
$27.2M
SCA
718
Stillwater Capital Advisors
Pennsylvania
$26.9M +$69.2K +297 +0.3%
CFIA
719
Cantor Fitzgerald Investment Advisors
New York
$26.9M -$132K -565 -0.5%
BBHC
720
Brown Brothers Harriman & Co
New York
$26.8M +$1.53M +6,553 +6%
DCM
721
Dupont Capital Management
Delaware
$26.7M
MIM
722
Manitou Investment Management
Ontario, Canada
$26.7M -$6.73M -28,906 -21%
LCM
723
Logan Capital Management
Pennsylvania
$26.7M -$233K -1,000 -0.9%
PMG
724
ProVise Management Group
Florida
$26.7M -$1.7M -7,307 -6%
EDRH
725
Edmond de Rothschild Holding
Switzerland
$26.7M +$5.29M +22,701 +26%