We are live on ! Find out more
JPM icon

JPMorgan Chase

4,663 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, 1,936 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: 4,2004,663 (+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: 1,936

22% less call options, than puts

Call options by funds: $8.24B | Put options by funds: $10.6B

Holders
4,663
Holders Change
+463
Holders Change %
+11.02%
% of All Funds
61.43%
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
1,936
Closed
84
Calls
$8.24B
Puts
$10.6B
Net Calls
-$2.35B
Net Calls Change
+$84.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JC
926
JB Capital
Connecticut
$17.5M +$292K +1,253 +2%
SW
927
SlateStone Wealth
Florida
$17.5M +$269K +1,156 +2%
HT
928
Heritage Trust
Oklahoma
$17.5M +$17M +72,881 New
ISB
929
Iowa State Bank
Iowa
$17.5M -$110K -472 -0.6%
CDDEC
930
Caisse Des Depots Et Consignations
France
$17.4M +$16.9M +72,753 New
CK
931
Cohen Klingenstein
New York
$17.4M
GAM
932
Gotham Asset Management
New York
$17.4M +$201K +861 +1%
LWIC
933
Leith Wheeler Investment Counsel
British Columbia, Canada
$17.4M +$633K +2,718 +4%
HVIA
934
Hudson Valley Investment Advisors
New York
$17.4M -$1.22M -5,244 -7%
SFS
935
Sowell Financial Services
Arkansas
$17.3M -$544K -2,335 -3%
BG
936
BDF Gestion
France
$17.3M +$16.8M +72,211 New
LPT
937
Legacy Private Trust
Wisconsin
$17.3M +$524K +2,249 +3%
CIS
938
Connors Investor Services
Pennsylvania
$17.2M +$608K +2,612 +4%
ECM
939
Everence Capital Management
Indiana
$17.2M -$2.8M -12,040 -14%
CT
940
Caldwell Trust
Florida
$17.1M -$181K -776 -1%
HCM
941
Hollencrest Capital Management
California
$17.1M -$34.7K -149 -0.2%
WFMPM
942
Woodley Farra Manion Portfolio Management
Indiana
$17.1M +$696K +2,989 +4%
RCYC
943
Richard C. Young & Co
Rhode Island
$17.1M +$4.4M +18,901 +36%
1SB
944
1ST Source Bank
Indiana
$17.1M -$266K -1,140 -2%
SPC
945
Sigma Planning Corp
Michigan
$17M -$8.38K -36 -0.1%
CWP
946
Cyndeo Wealth Partners
Florida
$17M +$409K +1,758 +3%
CCFCSB
947
Cape Cod Five Cents Savings Bank
Massachusetts
$16.9M
FAT
948
First American Trust
California
$16.9M -$8.48M -36,415 -34%
SAM
949
Strategy Asset Managers
California
$16.9M -$237K -1,017 -1%
WC
950
Woodstock Corp
Massachusetts
$16.8M -$183K -784 -1%