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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
AA
1126
Apriem Advisors
California
$12.3M -$31K -133 -0.3%
RWM
1127
Rench Wealth Management
Texas
$12.2M -$48.2K -207 -0.4%
AC
1128
AlphaCore Capital
California
$12.2M -$302K -1,298 -2%
FC
1129
Fulcrum Capital
Washington
$12.1M -$62.7K -269 -0.5%
CCT
1130
Chemung Canal Trust
New York
$12.1M -$1.13M -4,857 -9%
WPP
1131
Whalerock Point Partners
Rhode Island
$12.1M +$105K +451 +0.9%
CBTWT
1132
Community Bank & Trust (Waco, Texas)
Texas
$12.1M +$195K +837 +2%
MASUI
1133
MIRAE ASSET SECURITIES (USA) INC.
New York
$12M -$16.3K -70 -0.1%
AWP
1134
Ascent Wealth Partners
New York
$12M -$215K -925 -2%
CF
1135
Centaurus Financial
California
$12M +$1.89M +8,107 +19%
AIM
1136
Access Investment Management
Georgia
$12M
MSS
1137
Mitchell Sinkler & Starr
Pennsylvania
$11.9M -$222K -954 -2%
MWM
1138
Marietta Wealth Management
Georgia
$11.9M -$123K -530 -1%
TIM
1139
Thompson Investment Management
Wisconsin
$11.9M -$888K -3,814 -7%
PWS
1140
Peterson Wealth Services
Utah
$11.9M +$1.04M +4,469 +10%
ANBT
1141
American National Bank & Trust
Texas
$11.9M +$260K +1,117 +2%
TWM
1142
Trueblood Wealth Management
Ohio
$11.9M -$898K -3,854 -7%
JIC
1143
Joel Isaacson & Co
New York
$11.9M +$453K +1,945 +4%
CIC
1144
Cutler Investment Counsel
Oregon
$11.9M -$272K -1,169 -2%
SFO
1145
Stokes Family Office
Louisiana
$11.8M +$448K +1,923 +4%
EWM
1146
Executive Wealth Management
Michigan
$11.8M -$1.26M -5,411 -10%
TW
1147
Trajan Wealth
Arizona
$11.8M -$27.9K -120 -0.2%
CRI
1148
Commonwealth Retirement Investments
Virginia
$11.8M -$37K -159 -0.3%
ACM
1149
Adalta Capital Management
New York
$11.8M +$32.6K +140 +0.3%
HB
1150
HTLF Bank
Colorado
$11.7M -$415K -1,780 -4%