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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
RCM
1051
Radnor Capital Management
Pennsylvania
$13.9M -$1.27M -5,444 -9%
GWM
1052
Geneos Wealth Management
Colorado
$13.9M -$171K -736 -1%
DAC
1053
Dividend Assets Capital
South Carolina
$13.9M +$63.6K +273 +0.5%
JWCA
1054
J.W. Cole Advisors
Florida
$13.8M +$508K +2,180 +4%
OL
1055
one8zero8 LLC
North Carolina
$13.8M +$13.4M +57,739 New
AC
1056
Addenda Capital
Quebec, Canada
$13.8M +$1.15M +4,953 +9%
PAIM
1057
Punch & Associates Investment Management
Minnesota
$13.8M -$177K -760 -1%
CJL
1058
Cyrus J. Lawrence
New York
$13.7M -$26.1K -112 -0.2%
MWA
1059
Meridian Wealth Advisors
Texas
$13.7M -$91.3K -392 -0.7%
KFGK
1060
Keystone Financial Group (Kentucky)
Kentucky
$13.7M +$7.15M +30,699 +139%
LA
1061
Lynch & Associates
Indiana
$13.7M -$162K -696 -1%
VM
1062
Venator Management
Pennsylvania
$13.7M -$47.7K -205 -0.4%
SA
1063
SRH Advisors
Kansas
$13.7M -$4.66K -20 -0%
PA
1064
Perennial Advisors
New York
$13.7M +$13.3M +57,169 New
IWM
1065
IHT Wealth Management
Illinois
$13.7M -$2.51M -10,794 -16%
MCM
1066
Mengis Capital Management
Oregon
$13.7M -$83.6K -359 -0.6%
III
1067
Independent Investors Inc
New York
$13.6M
SWC
1068
Spectrum Wealth Counsel
Indiana
$13.6M -$63.4K -272 -0.5%
CCMINC
1069
Cardinal Capital Management Inc (North Carolina)
North Carolina
$13.6M -$219K -941 -2%
QIM
1070
Quest Investment Management
Oregon
$13.5M -$827K -3,550 -6%
FRA
1071
Frank Rimerman Advisors
California
$13.5M +$148K +636 +1%
NLP
1072
Next Level Private
New York
$13.5M -$2.1K -9 -0%
CBOR
1073
Community Bank of Raymore
Missouri
$13.5M -$999K -4,287 -7%
NM
1074
NWI Management
New York
$13.4M -$466K -2,000 -3%
ECM
1075
EagleClaw Capital Management
Massachusetts
$13.4M +$440K +1,891 +3%