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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
TPCW
801
TD Private Client Wealth
New York
$22.6M -$48.4K -208 -0.2%
SF
802
Summit Financial
New Jersey
$22.6M +$1.67M +7,167 +8%
RP
803
Rice Partnership
Hawaii
$22.5M +$598K +2,569 +3%
LIM
804
Leavell Investment Management
Alabama
$22.5M +$211K +908 +1%
BWP
805
Baldwin Wealth Partners
Massachusetts
$22.5M +$791K +3,398 +4%
RPC
806
Rossmore Private Capital
Connecticut
$22.4M +$55.7K +239 +0.3%
NEI
807
Northwest & Ethical Investments
Ontario, Canada
$22.4M +$4.86M +20,862 +29%
MOS
808
MGO One Seven
Ohio
$22.4M +$1.27M +5,443 +6%
GIA
809
GHP Investment Advisors
Colorado
$22.2M +$28.4K +122 +0.1%
FG
810
Fiduciary Group
Georgia
$22.2M -$447K -1,918 -2%
CWM
811
Cabot Wealth Management
Massachusetts
$22.2M -$894K -3,838 -4%
JWM
812
JGP Wealth Management
Oregon
$22.1M +$147K +631 +0.7%
CNBT
813
Canandaigua National Bank & Trust
New York
$22.1M -$315K -1,353 -1%
AG
814
AIA Group
Hong Kong
$22.1M +$3.77M +16,173 +21%
TTWM
815
TCV Trust & Wealth Management
Virginia
$22M -$710K -3,047 -3%
JSSH
816
J. Safra Sarasin Holding
$22M +$6.98M +29,984 +49%
CPCPP
817
Canada Post Corporation Pension Plan
Canada
$21.9M +$21.3M +91,367 New
BFIM
818
Beese Fulmer Investment Management
Ohio
$21.8M -$265K -1,138 -1%
FMC
819
First Merchants Corp
Indiana
$21.8M -$239K -1,025 -1%
IBOK
820
Independence Bank of Kentucky
Kentucky
$21.8M +$9.2M +39,520 +77%
CCM
821
Coldstream Capital Management
Washington
$21.8M +$103K +444 +0.5%
BP
822
Ballentine Partners
Massachusetts
$21.8M +$911K +3,910 +5%
GI
823
GAMMA Investing
California
$21.7M +$2.1M +9,008 +11%
GH
824
GAM Holding
Switzerland
$21.7M +$1.8M +7,746 +9%
BWP
825
Barlow Wealth Partners
Kentucky
$21.7M +$1.58M +6,779 +9%