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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
GC
1226
Giverny Capital
Quebec, Canada
$10.5M +$125K +538 +1%
1M
1227
1248 Management
Missouri
$10.5M +$10.2M +43,852 New
BA
1228
Bridgewater Advisors
New York
$10.5M -$149K -638 -1%
KCG
1229
Kinsale Capital Group
Virginia
$10.5M +$1.02M +4,375 +11%
BCPWM
1230
Bradley & Co Private Wealth Management
Florida
$10.5M +$10.2M +43,683 New
MAM
1231
Mystic Asset Management
Rhode Island
$10.5M +$4.17M +17,900 +70%
FMTC
1232
Farmers & Merchants Trust Company
California
$10.4M -$179K -767 -2%
TAM
1233
Townsend Asset Management
North Carolina
$10.4M +$168K +723 +2%
OFG
1234
Oxford Financial Group
Indiana
$10.4M +$6.29K +27 +0.1%
BL
1235
BCWM LLC
Kansas
$10.4M +$10.1M +43,504 New
HEIP
1236
Hudson Edge Investment Partners
New Jersey
$10.4M +$139K +595 +1%
BCA
1237
Bray Capital Advisors
Florida
$10.4M -$1.5M -6,449 -13%
GCA
1238
Greenwood Capital Associates
South Carolina
$10.3M -$278K -1,195 -3%
IB
1239
Intrust Bank
Kansas
$10.3M +$75K +322 +0.8%
UAM
1240
Unison Asset Management
Florida
$10.3M +$283K +1,216 +3%
KA
1241
Kintegral Advisory
New York
$10.3M -$467K -2,005 -4%
ACM
1242
Alpha Capital Management
Texas
$10.3M -$316K -1,356 -3%
JIP
1243
Jaffetilchin Investment Partners
Florida
$10.3M +$6.06K +26 +0.1%
AWM
1244
Avior Wealth Management
Nebraska
$10.3M -$1.3M -5,602 -12%
SA
1245
Strategic Advisors
New York
$10.3M +$632K +2,714 +7%
PCA
1246
Providence Capital Advisors
North Carolina
$10.3M +$118K +505 +1%
BCM
1247
Barometer Capital Management
Ontario, Canada
$10.2M -$569K -2,442 -5%
CA
1248
Claro Advisors
Massachusetts
$10.2M -$426K -1,831 -4%
SCM
1249
Soros Capital Management
New York
$10.2M +$9.93M +42,650 New
EW
1250
Evexia Wealth
Wisconsin
$10.2M -$517K -2,218 -6%