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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
MPIM
1176
McGinn Penninger Investment Management
Virginia
$11.3M -$48.2K -207 -0.4%
PT
1177
Plimoth Trust
Massachusetts
$11.3M -$160K -687 -1%
BIM
1178
Baldwin Investment Management
Pennsylvania
$11.3M -$1.1M -4,740 -9%
A
1179
AustralianSuper
Australia
$11.3M +$6.78M +29,129 +162%
SFP
1180
Shepherd Financial Partners
Massachusetts
$11.3M +$59.9K +257 +0.5%
SG
1181
StoneX Group
New York
$11.2M +$10.9M +46,788 New
LSA
1182
L & S Advisors
California
$11.2M -$4.62M -19,844 -30%
MSA
1183
MUFG Securities Americas
New York
$11.2M +$10.9M +46,642 New
PP
1184
PDS Planning
Ohio
$11.2M +$1.36M +5,834 +14%
PMWMG
1185
Parr McKnight Wealth Management Group
Minnesota
$11.2M +$10.8M +46,552 New
CCC
1186
Cincinnati Casualty Company
Ohio
$11.1M
CSUI
1187
Cincinnati Specialty Underwriters Insurance
Ohio
$11.1M
C
1188
Certuity
Florida
$11.1M -$741K -3,180 -6%
VT
1189
Vise Technologies
New York
$11.1M -$1.13M -4,869 -10%
WCA
1190
Westover Capital Advisors
Delaware
$11.1M +$9.32K +40 +0.1%
SC
1191
Schulhoff & Co
Ohio
$11.1M
EFG
1192
Embree Financial Group
Illinois
$11M +$40.8K +175 +0.4%
IFG
1193
Independent Financial Group
California
$11M +$614K +2,635 +6%
FWTB
1194
First Western Trust Bank
Colorado
$11M -$220K -946 -2%
SIM
1195
Stratos Investment Management
Ohio
$11M -$512K -2,200 -5%
PL
1196
Parthenon LLC
Kentucky
$11M +$289K +1,240 +3%
SCA
1197
Stokes Capital Advisors
South Carolina
$11M -$42.4K -182 -0.4%
PCG
1198
Prosperity Consulting Group
Maryland
$11M +$146K +626 +1%
BSB
1199
Bangor Savings Bank
Maine
$10.9M -$187K -805 -2%
XF
1200
XML Financial
Maryland
$10.9M -$398K -1,709 -4%