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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
OCM
1001
One Capital Management
California
$15.3M -$1.18M -5,073 -7%
NFG
1002
Nations Financial Group
Iowa
$15.3M +$396K +1,699 +3%
VAS
1003
Valicenti Advisory Services
New York
$15.2M -$876K -3,760 -6%
SB
1004
Simmons Bank
Arkansas
$15.2M -$436K -1,873 -3%
BWM
1005
Buckley Wealth Management
Nevada
$15.1M -$151K -647 -1%
FNA
1006
First National Advisers
Nebraska
$15.1M -$21.9K -94 -0.1%
AG
1007
Ascent Group
Virginia
$15.1M +$876K +3,761 +6%
FMWA
1008
Forvis Mazars Wealth Advisors
Missouri
$15.1M -$321K -1,380 -2%
KJHP
1009
K.J. Harrison & Partners
Ontario, Canada
$15M -$165K -710 -1%
SBF
1010
Sara-Bay Financial
Florida
$15M +$14.6M +62,764 New
SVWAG
1011
Sound View Wealth Advisors Group
Georgia
$15M -$259K -1,111 -2%
RC
1012
Roundview Capital
New Jersey
$15M +$289K +1,239 +2%
MGIA
1013
Moneta Group Investment Advisors
Missouri
$14.9M +$338K +1,450 +2%
SCM
1014
Schnieders Capital Management
California
$14.9M -$1.01M -4,332 -6%
CWG
1015
Cornerstone Wealth Group
North Carolina
$14.9M +$407K +1,748 +3%
SWP
1016
Sagespring Wealth Partners
Tennessee
$14.8M +$14.4M +61,943 New
AFG
1017
Atomi Financial Group
New York
$14.8M +$1.62M +6,975 +13%
SWA
1018
Stratos Wealth Advisors
Ohio
$14.8M -$559K -2,398 -4%
WIC
1019
WealthBridge Investment Counsel
Alberta, Canada
$14.8M -$81.5K -350 -0.6%
PI
1020
Pettee Investors
Connecticut
$14.8M -$10.2K -44 -0.1%
FM
1021
Foster & Motley
Ohio
$14.7M +$62K +266 +0.4%
CCM
1022
Carmel Capital Management
California
$14.7M -$48.9K -210 -0.3%
NSEDCP
1023
NJ State Employees Deferred Compensation Plan
New Jersey
$14.6M
CAM
1024
Cypress Asset Management
Texas
$14.6M -$320K -1,374 -2%
MIS
1025
Morningstar Investment Services
Illinois
$14.6M -$120M -514,573 -89%