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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
IA
976
Intellus Advisors
Florida
$16.1M +$15.6M +67,001 New
BOC
977
Barbara Oil Co
Illinois
$16.1M +$116K +500 +0.7%
WSCM
978
Wellington Shields Capital Management
New York
$16.1M +$108K +463 +0.7%
JAM
979
JCIC Asset Management
Ontario, Canada
$16M +$240K +1,030 +2%
CCB
980
Country Club Bank
Missouri
$16M +$118K +505 +0.8%
DCA
981
DSG Capital Advisors
Minnesota
$16M +$15.6M +66,838 New
BONST
982
Bank of Nova Scotia Trust
Ontario, Canada
$16M -$303K -1,302 -2%
NGA
983
Naples Global Advisors
Florida
$16M -$102K -440 -0.7%
FPAS
984
Focus Partners Advisor Solutions
Missouri
$15.9M +$3.91M +16,799 +34%
SAM
985
Shell Asset Management
Netherlands
$15.9M +$41.7K +179 +0.3%
MCM
986
Mitchell Capital Management
Kansas
$15.9M +$995K +4,274 +7%
RWA
987
River Wealth Advisors
Pennsylvania
$15.8M +$416K +1,787 +3%
M2MC
988
Matthew 25 Management Corp
Pennsylvania
$15.8M
JFGIW
989
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15.7M -$1.2M -5,151 -8%
CNB
990
Camden National Bank
Maine
$15.7M -$370K -1,590 -2%
SIC
991
SFE Investment Counsel
California
$15.7M -$272K -1,166 -2%
NAS
992
Nicolet Advisory Services
Wisconsin
$15.7M -$25.6K -110 -0.2%
FNB
993
Farmers National Bank
Kentucky
$15.6M +$15.2M +65,249 New
PEAK6
994
PEAK6
Illinois
$15.6M +$15.2M +65,146 New
TCM
995
Telos Capital Management
California
$15.5M -$2.45M -10,522 -14%
USCWA
996
U.S. Capital Wealth Advisors
Texas
$15.5M -$2.43M -10,441 -14%
GAM
997
Griffin Asset Management
New York
$15.5M -$668K -2,867 -4%
PGAM
998
Princeton Global Asset Management
New Jersey
$15.4M +$144K +617 +1%
FA
999
Fagan Associates
New York
$15.4M +$119K +511 +0.8%
WTFG
1000
Wells Trecaso Financial Group
Ohio
$15.3M -$150K -646 -1%