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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
EP
876
Essential Planning
New Hampshire
$19.7M +$19.4M +83,457 +5,832%
GIA
877
Gladstone Institutional Advisory
Florida
$19.7M +$259K +1,110 +1%
NCM
878
Novare Capital Management
North Carolina
$19.5M -$394K -1,690 -2%
TMAM
879
Tokio Marine Asset Management
Japan
$19.5M +$560K +2,404 +3%
MIC
880
Means Investment Company
Maine
$19.5M -$193K -829 -1%
AMBIA
881
Allen Mooney & Barnes Investment Advisors
Georgia
$19.4M -$568K -2,440 -3%
PAM
882
Palisade Asset Management
Minnesota
$19.4M -$71.7K -308 -0.4%
UAS
883
United Asset Strategies
New York
$19.4M -$130K -558 -0.7%
VCA
884
Verdence Capital Advisors
Maryland
$19.3M -$537K -2,306 -3%
MWM
885
Mission Wealth Management
California
$19.2M +$35.9K +154 +0.2%
KWMG
886
King Wealth Management Group
Florida
$19.2M +$635K +2,728 +4%
WF
887
WoodTrust Financial
Wisconsin
$19.2M -$13K -56 -0.1%
TCM
888
Tufton Capital Management
Maryland
$19.2M -$149K -639 -0.8%
AP
889
Archon Partners
New Jersey
$19.2M
GAI
890
General American Investors
New York
$19.2M
GWM
891
GDS Wealth Management
Texas
$19.1M +$573K +2,459 +3%
WCM
892
Whitener Capital Management
North Carolina
$19.1M -$135K -578 -0.7%
CG
893
Caprock Group
Idaho
$19.1M +$684K +2,937 +4%
TIP
894
Torray Investment Partners
Maryland
$19M -$1.89M -8,126 -9%
SFI
895
Siemens Fonds Invest
Germany
$18.9M +$966K +4,146 +6%
BFM
896
Boston Financial Management
Massachusetts
$18.9M +$236K +1,012 +1%
IAN
897
Integrated Advisors Network
Texas
$18.8M -$368K -1,580 -2%
WANY
898
Wealthspire Advisors (New York)
New York
$18.8M +$370K +1,587 +2%
BBI
899
Baxter Bros Inc
Connecticut
$18.8M -$425K -1,824 -2%
JIR
900
James Investment Research
Ohio
$18.8M -$383K -1,646 -2%