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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
BC
726
Burney Company
Virginia
$26.5M +$20.3M +87,313 +377%
SGAM
727
Smith Group Asset Management
Texas
$26.5M +$339K +1,457 +1%
AIM
728
Avity Investment Management
Connecticut
$26.5M -$959K -4,116 -4%
CHAM
729
Clear Harbor Asset Management
Connecticut
$26.5M -$1.51M -6,483 -6%
RC
730
RBO & Co
California
$26.5M -$247K -1,060 -1%
RCP
731
Rothschild Capital Partners
New York
$26.4M +$1.24M +5,313 +5%
JPMIA
732
J.P. Marvel Investment Advisors
Massachusetts
$26.4M -$94.3K -405 -0.4%
DP
733
Dearborn Partners
Illinois
$26.4M -$11.6K -50 -0%
VA
734
Vident Advisory
Georgia
$26.4M +$377K +1,617 +1%
CTA
735
Colonial Trust Advisors
South Carolina
$26.3M -$556K -2,386 -2%
TYCC
736
Texas Yale Capital Corp
Florida
$26.3M +$16.3K +70 +0.1%
ACIM
737
Azimuth Capital Investment Management
Michigan
$26.2M -$682K -2,926 -3%
TW
738
Transform Wealth
Colorado
$26.1M +$2.87M +12,334 +13%
EIP
739
Easterly Investment Partners
Massachusetts
$26.1M -$1.64M -7,038 -6%
SDIC
740
South Dakota Investment Council
South Dakota
$26.1M -$80.6K -346 -0.3%
ECG
741
Edge Capital Group
Georgia
$26.1M +$283K +1,213 +1%
KCM
742
Kodai Capital Management
Illinois
$26M +$25.3M +108,413 New
FCH
743
Freestone Capital Holdings
Washington
$25.9M -$32.8K -141 -0.1%
CA
744
Callahan Advisors
Texas
$25.9M -$1.79M -7,672 -7%
LW
745
Linscomb Wealth
Texas
$25.8M -$24.2K -104 -0.1%
BRWA
746
B. Riley Wealth Advisors
Florida
$25.7M -$2.93M -12,585 -10%
CAMG
747
CWA Asset Management Group
Florida
$25.7M +$2.65M +11,398 +12%
SHFA
748
SS&H Financial Advisors
Michigan
$25.5M
AHC
749
Anderson Hoagland & Co
Missouri
$25.5M -$366K -1,571 -2%
CSP
750
Cary Street Partners
Virginia
$25.4M +$24.7M +105,978 New