We are live on ! Find out more
JPM icon

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
FFP
901
FourThought Financial Partners
Florida
$18.7M -$303K -1,303 -2%
AAM
902
Advisors Asset Management
Colorado
$18.6M +$168K +720 +0.9%
TC
903
TwinBeech Capital
New York
$18.5M +$12.8M +54,892 +245%
PS
904
Principal Securities
Iowa
$18.5M +$966K +4,148 +6%
RWM
905
Ritholtz Wealth Management
New York
$18.5M +$932K +4,000 +5%
TF
906
Tompkins Financial
New York
$18.4M -$34.5K -148 -0.2%
NG
907
NatWest Group
United Kingdom
$18.3M -$590K -2,532 -3%
IP
908
Interval Partners
New York
$18.3M +$17.7M +76,152 New
S
909
SignatureFD
Georgia
$18.2M +$485K +2,082 +3%
CB
910
Community Bank
New York
$18.2M -$367K -1,577 -2%
CAC
911
Core Alternative Capital
Georgia
$18.1M -$1.36M -5,827 -7%
NSAM
912
North Star Asset Management
Wisconsin
$18M -$296K -1,269 -2%
AF
913
Alerus Financial
North Dakota
$18M -$9.19M -39,467 -34%
SWM
914
Stockman Wealth Management
Montana
$18M -$187K -805 -1%
VCM
915
Voleon Capital Management
California
$18M +$17.5M +75,087 New
GI
916
GLOBALT Investments
Georgia
$17.9M -$263K -1,129 -1%
DT
917
Diversified Trust
Tennessee
$17.9M +$305K +1,308 +2%
JWBC
918
J.W. Burns & Co
New York
$17.9M -$423K -1,815 -2%
RP
919
Regal Partners
Australia
$17.9M -$9.13M -39,203 -34%
CWM
920
Circle Wealth Management
New Jersey
$17.9M -$137K -590 -0.8%
PNAA
921
Pictet North America Advisors
Switzerland
$17.8M -$1.6M -6,872 -8%
AWCI
922
Alpine Woods Capital Investors
New York
$17.7M +$587K +2,522 +4%
SCM
923
Sterling Capital Management
North Carolina
$17.6M -$2.43M -10,427 -12%
BCM
924
BTC Capital Management
Iowa
$17.6M -$1.23M -5,273 -7%
AA
925
Altrafin AG
$17.5M -$212K -909 -1%