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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
FCP
1026
Fidelis Capital Partners
Florida
$14.6M +$2.92M +12,547 +30%
VIP
1027
Vantage Investment Partners
Missouri
$14.6M -$1.58M -6,786 -10%
LTI
1028
Laffer Tengler Investments
Tennessee
$14.6M +$1.68M +7,227 +14%
BWP
1029
Burling Wealth Partners
Illinois
$14.5M +$14.1M +60,562 New
KOCAA
1030
Knights of Columbus Asset Advisors
Connecticut
$14.5M +$416K +1,784 +3%
WIC
1031
Willis Investment Counsel
Georgia
$14.5M -$13.7K -59 -0.1%
HCA
1032
Harbor Capital Advisors
Illinois
$14.5M +$333K +1,429 +2%
JAG
1033
Journey Advisory Group
Kentucky
$14.4M
AAM
1034
AR Asset Management
California
$14.4M -$905K -3,885 -6%
IPW
1035
Invictus Private Wealth
Colorado
$14.4M -$160K -688 -1%
ET
1036
Equitable Trust
Tennessee
$14.4M +$309K +1,325 +2%
LWANC
1037
Laurel Wealth Advisors (North Carolina)
North Carolina
$14.3M -$119K -512 -0.9%
TCM
1038
Twin Capital Management
Pennsylvania
$14.3M -$1.4M -6,032 -9%
GFG
1039
Greystone Financial Group
Michigan
$14.2M +$62.4K +268 +0.5%
SC
1040
Stolper & Co
Oklahoma
$14.1M -$269K -1,154 -2%
PIM
1041
Plato Investment Management
Australia
$14.1M +$494K +2,123 +4%
EAMA
1042
EFG Asset Management (Americas)
Florida
$14.1M +$2.29M +9,826 +20%
TCM
1043
Traynor Capital Management
Pennsylvania
$14.1M +$2.73M +11,729 +25%
DWM
1044
Dorchester Wealth Management
Quebec, Canada
$14.1M -$130K -560 -0.9%
HBT
1045
Hills Bank & Trust
Iowa
$14.1M -$179K -769 -1%
CPC
1046
Consolidated Planning Corp
Georgia
$14M +$232K +996 +2%
DS
1047
DRW Securities
Illinois
$14M +$4.92M +21,132 +56%
VWA
1048
Visionary Wealth Advisors
Illinois
$14M -$408K -1,750 -3%
BOH
1049
Bank of Hawaii
Hawaii
$14M -$67.5K -290 -0.5%
CAM
1050
Close Asset Management
United Kingdom
$13.9M