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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
TFS
776
Thoroughbred Financial Services
Tennessee
$23.9M +$275K +1,181 +1%
WB
777
Webster Bank
Connecticut
$23.8M -$389K -1,670 -2%
LFAS
778
Level Four Advisory Services
Texas
$23.7M +$124K +533 +0.5%
WTB
779
Washington Trust Bank
Washington
$23.5M -$1.55M -6,645 -6%
TW
780
TritonPoint Wealth
Maryland
$23.5M -$612K -2,628 -3%
TSW
781
Thompson Siegel & Walmsley
Virginia
$23.5M +$147K +629 +0.6%
FTWA
782
Fifth Third Wealth Advisors
Ohio
$23.5M +$1.77M +7,620 +8%
YC
783
Yarbrough Capital
Tennessee
$23.5M
IEFM
784
IQ EQ Fund Management
Ireland
$23.3M -$1.35M -5,790 -6%
CAM
785
Cidel Asset Management
Ontario, Canada
$23.3M -$225K -967 -1%
FSA
786
Fort Sheridan Advisors
Illinois
$23.2M +$209K +897 +0.9%
Assenagon Asset Management
787
Assenagon Asset Management
Luxembourg
$23.1M -$584K -2,506 -3%
TF
788
Talbot Financial
Washington
$23M -$90.6K -389 -0.4%
GP
789
Guardian Partners
Canada
$23M +$22M +94,615 New
MFG
790
Merit Financial Group
Georgia
$22.9M +$6.35M +27,264 +40%
GJCM
791
Grand Jean Capital Management
California
$22.9M -$77.1K -331 -0.3%
SCM
792
Shelton Capital Management
Colorado
$22.9M -$1.63M -7,002 -7%
AFG
793
Albion Financial Group
Utah
$22.9M -$155K -666 -0.7%
OHIS
794
Oak Harvest Investment Services
Texas
$22.9M -$1.03M -4,434 -4%
CA
795
CSM Advisors
Pennsylvania
$22.8M -$588K -2,523 -3%
BFA
796
Bragg Financial Advisors
North Carolina
$22.8M -$729K -3,130 -3%
SWM
797
Spire Wealth Management
Virginia
$22.8M +$212K +911 +1%
CIM
798
Courant Investment Management
Tennessee
$22.7M -$3.42M -14,695 -13%
M
799
MOTCO
Texas
$22.7M -$761K -3,266 -3%
JMFC
800
J.M. Forbes & Co
Massachusetts
$22.7M -$4.47M -19,209 -17%