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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
PTB
1151
Pioneer Trust Bank
Oregon
$11.7M -$85.5K -367 -0.7%
CWS
1152
Confluence Wealth Services
Pennsylvania
$11.7M -$223K -959 -2%
BA
1153
Ballast Advisors
Minnesota
$11.7M -$92.5K -397 -0.8%
BJL
1154
Brighton Jones LLC
Washington
$11.7M +$1.13M +4,841 +11%
FHA
1155
Flagship Harbor Advisors
Massachusetts
$11.7M -$344K -1,475 -3%
BAM
1156
Brave Asset Management
New Jersey
$11.7M -$164K -704 -1%
SMA
1157
Sage Mountain Advisors
Georgia
$11.7M +$331K +1,420 +3%
GA
1158
GFS Advisors
Texas
$11.6M -$2.21M -9,477 -16%
IIM
1159
Intact Investment Management
Quebec, Canada
$11.6M -$512K -2,200 -4%
HCA
1160
Harbour Capital Advisors
Virginia
$11.6M -$250K -1,074 -2%
WSC
1161
Wellington Shields & Co
New York
$11.6M -$29.6K -127 -0.3%
TL
1162
Tradewinds LLC
North Carolina
$11.5M +$338K +1,453 +4%
FPGT
1163
Financial Partners Group (Tennessee)
Tennessee
$11.5M -$64.1K -275 -0.6%
FHB
1164
First Hawaiian Bank
Hawaii
$11.5M +$107K +460 +1%
YIA
1165
YHB Investment Advisors
Connecticut
$11.5M +$1.09M +4,679 +11%
WPW
1166
Waldron Private Wealth
Pennsylvania
$11.5M +$401K +1,723 +4%
VHAM
1167
Van Hulzen Asset Management
California
$11.4M +$271K +1,165 +3%
BFS
1168
Bard Financial Services
Connecticut
$11.4M -$93.2K -400 -0.8%
NEAM
1169
New England Asset Management
Connecticut
$11.4M -$2.42M -10,410 -18%
PA
1170
Profund Advisors
Maryland
$11.4M -$1.04M -4,452 -9%
QCG
1171
Quadrant Capital Group
Ohio
$11.4M -$219K -939 -2%
FFG
1172
Frisch Financial Group
New York
$11.4M -$409K -1,754 -4%
BFO
1173
Boston Family Office
Massachusetts
$11.4M -$46.1K -198 -0.4%
BSC
1174
Brown Shipley & Co
United Kingdom
$11.4M -$746K -3,205 -6%
CFSG
1175
Community Financial Services Group
Vermont
$11.3M +$357K +1,533 +3%