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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
LWM
826
Lyell Wealth Management
California
$21.6M +$41.9K +180 +0.2%
CFC
827
Cincinnati Financial Corp
Ohio
$21.6M
PA
828
Procyon Advisors
Connecticut
$21.6M +$194K +833 +0.9%
STA
829
Summit Trail Advisors
New York
$21.5M +$2.53M +10,879 +14%
AIMCA
830
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$21.5M +$14.6M +62,520 +230%
GC
831
Grimes & Company
Massachusetts
$21.5M -$10.7K -46 -0.1%
NMIMC
832
Northwestern Mutual Investment Management Company
Wisconsin
$21.4M -$182K -783 -0.9%
EWM
833
Edge Wealth Management
New York
$21.4M -$289K -1,239 -1%
VW
834
Vantage Wealth
California
$21.4M -$124K -534 -0.6%
PF
835
Phoenix Financial
Israel
$21.2M -$2.24M -9,624 -10%
LNWWM
836
Laird Norton Wetherby Wealth Management
California
$21.2M -$760K -3,263 -4%
GRP
837
Global Retirement Partners
California
$21.2M +$3.84M +16,485 +23%
BIA
838
Biondo Investment Advisors
Pennsylvania
$21.1M -$386K -1,659 -2%
MG
839
Marex Group
$21.1M +$10.5M +45,179 +105%
GAB
840
German American Bancorp
Indiana
$21.1M +$342K +1,467 +2%
BFG
841
Bleakley Financial Group
New Jersey
$21M +$28.4K +122 +0.1%
HTIM
842
Harbour Trust & Investment Management
Indiana
$21M +$3.73K +16 +0%
Temasek Holdings
843
Temasek Holdings
Singapore
$21M
LWCFA
844
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20.9M -$398K -1,708 -2%
WCMN
845
Westchester Capital Management (Nebraska)
Nebraska
$20.7M -$788K -3,384 -4%
DAS
846
Dynamic Advisor Solutions
Arizona
$20.6M -$1.78M -7,624 -8%
MA
847
Montag & Associates
Georgia
$20.6M -$336K -1,444 -2%
BHWM
848
Bar Harbor Wealth Management
New Hampshire
$20.6M +$213K +916 +1%
SHGA
849
Sand Hill Global Advisors
California
$20.5M -$552K -2,371 -3%
HH
850
Hilltop Holdings
Texas
$20.5M +$235K +1,010 +1%