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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
SIA
751
Sit Investment Associates
Minnesota
$25.4M -$4.21M -18,073 -15%
GIM
752
Grassi Investment Management
California
$25.3M -$203K -873 -0.8%
ACH
753
ArrowMark Colorado Holdings
Colorado
$25.3M
KCM
754
Kornitzer Capital Management
Kansas
$25.2M +$511K +2,195 +2%
LF
755
Longbow Finance
Switzerland
$25.2M -$931K -3,997 -4%
CIA
756
Concurrent Investment Advisors
Florida
$25.1M +$2.72M +11,678 +13%
MMA
757
Miracle Mile Advisors
California
$25.1M +$8.87M +38,078 +57%
DMIC
758
Dixon Mitchell Investment Counsel
British Columbia, Canada
$25.1M -$9.41M -40,402 -28%
NAAA
759
New Age Alpha Advisors
New York
$25M +$24.3M +104,332 +81,509%
SLI
760
Sumitomo Life Insurance
Japan
$25M -$939K -4,032 -4%
HPG
761
Harvest Portfolios Group
Ontario, Canada
$25M -$1.31M -5,630 -5%
OCBCO
762
Oversea-Chinese Banking Corp (OCBC)
Singapore
$25M -$3.06M -13,148 -11%
BHIA
763
Birch Hill Investment Advisors
Massachusetts
$24.8M -$314K -1,349 -1%
MA
764
Mutual Advisors
Nebraska
$24.8M -$1.94M -8,311 -8%
SWIG
765
Strategic Wealth Investment Group
Kentucky
$24.8M +$439K +1,886 +2%
PCA
766
Pallas Capital Advisors
Massachusetts
$24.8M -$726K -3,118 -3%
WC
767
Whitney & Co
New York
$24.6M -$228K -979 -0.9%
ONB
768
Old National Bancorp
Indiana
$24.5M -$766K -3,288 -3%
SMFG
769
Sumitomo Mitsui Financial Group
Japan
$24.5M +$1.7M +7,299 +8%
TCOT
770
Trust Company of Toledo
Ohio
$24.4M +$14.9K +64 +0.1%
CIG
771
Cullen Investment Group
Louisiana
$24.3M +$72.9K +313 +0.3%
RFMS
772
RWQ Financial Management Services
Florida
$24.3M +$3.72M +15,952 +19%
UBV
773
United Bank (Virginia)
Virginia
$24.2M -$116K -500 -0.5%
CCM
774
Cohen Capital Management
California
$24.2M -$234K -1,003 -1%
EF
775
Empirical Finance
Pennsylvania
$23.9M -$334K -1,432 -1%