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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
CB
1076
Cadence Bank
Mississippi
$13.4M -$143K -612 -1%
CC
1077
Chicago Capital
Illinois
$13.4M -$886K -3,806 -6%
HIA
1078
Harbor Investment Advisory
Maryland
$13.3M +$181K +776 +1%
PVI
1079
Pine Valley Investments
New Jersey
$13.3M -$664K -2,849 -5%
CAL
1080
Capital Analysts LLC
Pennsylvania
$13.3M -$304K -1,304 -2%
EI
1081
Ethic Inc
New York
$13.3M +$5.09M +21,874 +65%
AAS
1082
Annex Advisory Services
Wisconsin
$13.2M +$915K +3,927 +8%
RBI
1083
Raiffeisen Bank International
Austria
$13.2M +$12.9M +55,208 New
CFA
1084
Capstone Financial Advisors
Illinois
$13.2M +$170K +729 +1%
SCP
1085
Shorepoint Capital Partners
Massachusetts
$13.2M -$400K -1,718 -3%
HRC
1086
Hoertkorn Richard Charles
$13.1M -$309K -1,325 -2%
RFM
1087
Royal Fund Management
Florida
$13.1M -$1.05M -4,507 -8%
MCP
1088
Mirador Capital Partners
California
$13.1M +$60.1K +258 +0.5%
DPL
1089
Danica Pension Livsforsikrings
$13.1M +$4.8M +20,617 +60%
BAM
1090
Boyar Asset Management
New York
$13.1M -$306K -1,313 -2%
IG
1091
ING Group
Netherlands
$13.1M -$3.9M -16,753 -24%
JPWM
1092
Jamison Private Wealth Management
Georgia
$13M +$320K +1,376 +3%
SFG
1093
SevenBridge Financial Group
Pennsylvania
$13M +$132K +565 +1%
BHPW
1094
Beverly Hills Private Wealth
California
$13M +$1.92M +8,225 +18%
MFG
1095
Magnus Financial Group
New York
$13M +$1.1M +4,723 +10%
MPM
1096
Meritage Portfolio Management
Kansas
$12.9M -$228K -981 -2%
PAI
1097
Pittenger & Anderson Inc
Nebraska
$12.9M -$108K -464 -0.9%
SW
1098
SteelPeak Wealth
California
$12.9M -$3.37M -14,468 -21%
HFM
1099
Hartford Financial Management
Connecticut
$12.9M -$93.4K -401 -0.7%
DWA
1100
Douglass Winthrop Advisors
New York
$12.9M -$62.9K -270 -0.5%