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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
AWA
851
Arkadios Wealth Advisors
Georgia
$20.5M +$1.15M +4,928 +6%
BCM
852
Brookstone Capital Management
Illinois
$20.5M -$918K -3,943 -4%
NPT
853
Nixon Peabody Trust
Massachusetts
$20.5M +$223K +956 +1%
PAM
854
Peak Asset Management
Colorado
$20.5M -$526K -2,258 -3%
CIA
855
CCM Investment Advisers
South Carolina
$20.4M -$368K -1,582 -2%
LNB
856
Ledyard National Bank
$20.4M -$1.06M -4,568 -5%
WS
857
Wedbush Securities
California
$20.3M -$399K -1,711 -2%
FTC
858
Farmers Trust Company
Ohio
$20.3M -$323K -1,387 -2%
AC
859
Allstate Corporation
Illinois
$20.3M +$19.1M +82,110 +3,260%
CC
860
Courier Capital
New York
$20.3M -$1.63M -7,008 -8%
FFBTD
861
First Financial Bank - Trust Division
Ohio
$20.3M -$340K -1,460 -2%
SG
862
Sienna Gestion
France
$20.3M
MMA
863
Mizuho Markets Americas
New York
$20.2M +$19.7M +84,448 New
NC
864
NewSquare Capital
Pennsylvania
$20.2M +$461K +1,981 +2%
FNFDCM
865
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$20.2M -$1.22M -5,231 -6%
MC
866
Middleton & Co
Massachusetts
$20.2M -$327K -1,402 -2%
DF
867
DNCA Finance
France
$20.1M +$489K +2,100 +3%
CPIG
868
Chicago Partners Investment Group
Illinois
$20.1M -$184K -789 -0.9%
WIC
869
Woodmont Investment Counsel
Tennessee
$20.1M -$195K -839 -1%
CA
870
Cullinan Associates
Kentucky
$19.9M -$2.03M -8,710 -9%
MIA
871
MainStreet Investment Advisors
Illinois
$19.9M -$514K -2,208 -3%
ATPW
872
Ashton Thomas Private Wealth
Arizona
$19.9M +$1.5M +6,453 +8%
FFM
873
Forum Financial Management
Illinois
$19.9M +$657K +2,820 +4%
ACP
874
Aviance Capital Partners
Florida
$19.8M -$192K -825 -1%
BIC
875
Beach Investment Counsel
Pennsylvania
$19.8M -$2.37M -10,158 -11%