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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
PI
951
PFG Investments
New York
$16.8M -$28.9K -124 -0.2%
ERIM
952
Eagle Ridge Investment Management
Connecticut
$16.7M +$165K +709 +1%
WAM
953
Winslow Asset Management
Ohio
$16.7M -$675K -2,897 -4%
TCA
954
Transcend Capital Advisors
New Jersey
$16.7M -$2.33M -10,019 -13%
RDWM
955
Red Door Wealth Management
Tennessee
$16.7M +$1.11M +4,776 +7%
AIA
956
Allied Investment Advisors
Montana
$16.7M -$678K -2,913 -4%
LOAMS
957
Lombard Odier Asset Management (Switzerland)
Switzerland
$16.6M -$74.1K -318 -0.5%
CCG
958
Cypress Capital Group
Florida
$16.6M -$317K -1,360 -2%
AWM
959
Avitas Wealth Management
California
$16.6M +$89.7K +385 +0.6%
CCM
960
Copeland Capital Management
Pennsylvania
$16.5M -$2.49M -10,672 -13%
BPC
961
Banque Pictet & Cie
Switzerland
$16.5M +$7.12M +30,580 +80%
AIM
962
Artemis Investment Management
United Kingdom
$16.5M
ST
963
Spinnaker Trust
Maine
$16.4M -$95K -408 -0.6%
PWW
964
Pettyjohn Wood & White
Virginia
$16.4M +$24.2K +104 +0.2%
SWP
965
Strategic Wealth Partners
Ohio
$16.4M +$1.66M +7,143 +14%
ZIG
966
Zuckerman Investment Group
Illinois
$16.4M +$170K +728 +1%
EFS
967
Essex Financial Services
Connecticut
$16.3M +$372K +1,596 +2%
GG
968
Greenwood Gearhart
Arkansas
$16.3M +$757K +3,251 +5%
CF
969
Clarity Financial
Texas
$16.3M -$307K -1,319 -2%
ERIC
970
Eagle Rock Investment Company
Georgia
$16.3M -$118K -505 -0.7%
WBC
971
Westpac Banking Corp
Australia
$16.1M -$92K -395 -0.6%
BMM
972
Buffington Mohr McNeal
Idaho
$16.1M -$172K -740 -1%
TFA
973
Teamwork Financial Advisors
Texas
$16.1M +$525K +2,254 +3%
HFS
974
Haverford Financial Services
Pennsylvania
$16.1M +$54.3K +233 +0.3%
MAS
975
Meeder Advisory Services
Ohio
$16.1M +$67.3K +289 +0.4%