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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
CT
1101
Colonial Trust
South Carolina
$12.8M +$383K +1,645 +3%
SIC
1102
Sigma Investment Counselors
Michigan
$12.8M -$656K -2,816 -5%
CCP
1103
Clough Capital Partners
Massachusetts
$12.8M -$652K -2,800 -5%
FB
1104
Fulton Bank
Pennsylvania
$12.8M -$350K -1,503 -3%
APP
1105
Avantax Planning Partners
Iowa
$12.8M +$350K +1,502 +3%
HIP
1106
Harrell Investment Partners
Texas
$12.7M -$729K -3,129 -6%
PMAM
1107
Picton Mahoney Asset Management
Ontario, Canada
$12.7M -$101K -434 -0.8%
NP
1108
NorthRock Partners
Minnesota
$12.7M +$442K +1,896 +3%
VI
1109
Vestcor Inc
New Brunswick, Canada
$12.7M -$594K -2,552 -5%
ANTB
1110
AMG National Trust Bank
Colorado
$12.7M -$254K -1,091 -2%
Two Sigma Advisers
1111
Two Sigma Advisers
New York
$12.7M +$12.3M +52,800 New
NC
1112
NBW Capital
Massachusetts
$12.7M -$113K -484 -0.9%
WAP
1113
Wealthcare Advisory Partners
Pennsylvania
$12.6M -$395K -1,697 -3%
IPW
1114
Inlet Private Wealth
Florida
$12.5M -$295K -1,265 -2%
FCT
1115
Family Capital Trust
Massachusetts
$12.5M -$437K -1,877 -3%
GIM
1116
Goelzer Investment Management
Indiana
$12.5M -$65.4K -281 -0.5%
XWM
1117
Xcel Wealth Management
Florida
$12.5M -$235K -1,010 -2%
MC
1118
Miramar Capital
Illinois
$12.5M +$932 +4 +0%
LOPW
1119
Live Oak Private Wealth
North Carolina
$12.5M -$273K -1,173 -2%
BEAM
1120
Baker Ellis Asset Management
Washington
$12.4M -$26.1K -112 -0.2%
PAMG
1121
Patton Albertson Miller Group
Tennessee
$12.4M +$378K +1,624 +3%
Holocene Advisors
1122
Holocene Advisors
New York
$12.4M +$12M +51,566 New
KLCM
1123
KG&L Capital Management
Louisiana
$12.3M -$123K -528 -1%
ACGA
1124
Atlanta Consulting Group Advisors
Georgia
$12.3M -$93.6K -402 -0.8%
TCBWMS
1125
Texas Capital Bank Wealth Management Services
Texas
$12.3M -$173K -741 -1%