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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
BCCM
1201
Bridge Creek Capital Management
Massachusetts
$10.8M -$408K -1,752 -4%
IIM
1202
Ipswich Investment Management
Massachusetts
$10.8M -$28.6K -123 -0.3%
GIC
1203
Generali Investments CEE
Czech Republic
$10.8M +$10.5M +45,100 New
SAG
1204
SageView Advisory Group
California
$10.8M +$2.88M +12,366 +38%
CWM
1205
Compass Wealth Management
Connecticut
$10.8M -$1.07M -4,609 -9%
WIA
1206
Wetzel Investment Advisors
Indiana
$10.7M -$39.8K -171 -0.4%
DR
1207
Davis Rea
Ontario, Canada
$10.7M -$324K -1,390 -3%
BMWM
1208
Brown Miller Wealth Management
Virginia
$10.7M -$135K -581 -1%
CCM
1209
Canal Capital Management
Virginia
$10.7M -$281K -1,207 -3%
BTI
1210
Blue Trust Inc
Georgia
$10.7M -$1.67M -7,170 -14%
DSC
1211
Duncker Streett & Co
Missouri
$10.7M -$22.8K -98 -0.2%
AAS
1212
Ameritas Advisory Services
Nebraska
$10.7M +$2.35M +10,107 +29%
ERWM
1213
Elk River Wealth Management
Colorado
$10.7M -$99K -425 -0.9%
WKWM
1214
Walter & Keenan Wealth Management
Indiana
$10.7M -$229K -985 -2%
GWMIA
1215
Global Wealth Management Investment Advisory
Florida
$10.6M +$201K +863 +2%
MAM
1216
Mirabaud Asset Management
United Kingdom
$10.6M +$1.19M +5,094 +13%
HCM
1217
Hodges Capital Management
Texas
$10.6M -$338K -1,451 -3%
GIP
1218
Granite Investment Partners
California
$10.6M +$45.4K +195 +0.4%
IA
1219
IFP Advisors
Florida
$10.6M -$1.27M -5,446 -11%
I
1220
InvesTrust
Oklahoma
$10.6M +$10.3M +44,160 New
AG
1221
Advocate Group
Minnesota
$10.6M -$172K -737 -2%
SP
1222
Stablepoint Partners
Massachusetts
$10.6M -$233 -1 -0%
CCM
1223
Coerente Capital Management
Ontario, Canada
$10.6M -$283K -1,215 -3%
RIA
1224
RPG Investment Advisory
California
$10.5M +$32.4K +139 +0.3%
MCM
1225
McRae Capital Management
New Jersey
$10.5M -$130K -556 -1%