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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
OCAM
1251
Onex Canada Asset Management
Ontario, Canada
$10.2M -$708K -3,040 -7%
CHC
1252
City Holding Co
West Virginia
$10.2M -$624K -2,681 -6%
APSI
1253
Asset Planning Services Inc
Louisiana
$10.2M -$10.5K -45 -0.1%
BFG
1254
Beacon Financial Group
Texas
$10.2M -$186K -797 -2%
SIA
1255
Schechter Investment Advisors
Michigan
$10.2M -$504K -2,164 -5%
OSNBOA
1256
Old Second National Bank of Aurora
Illinois
$10.1M -$361K -1,550 -4%
KCPG
1257
Kavar Capital Partners Group
Kansas
$10.1M -$33.3K -143 -0.3%
P
1258
Pitcairn
Pennsylvania
$10.1M -$741K -3,180 -7%
JCM
1259
Jacobi Capital Management
Pennsylvania
$10.1M -$107K -459 -1%
VFM
1260
Viking Fund Management
North Dakota
$10.1M
NCM
1261
Nelson Capital Management
California
$10.1M -$461K -1,981 -5%
Jacobs Levy Equity Management
1262
Jacobs Levy Equity Management
New Jersey
$10.1M -$129K -555 -1%
WAS
1263
Wealth Advisory Solutions
Indiana
$10M +$135K +581 +1%
FIB
1264
First Interstate Bank
Montana
$9.97M -$209K -898 -2%
CWM
1265
Chronos Wealth Management
Florida
$9.94M -$48.9K -210 -0.5%
CFO
1266
Callan Family Office
Pennsylvania
$9.94M +$7.67M +32,917 +385%
BPC
1267
Bearing Point Capital
Minnesota
$9.91M +$9.63M +41,362 New
TPA
1268
Trivium Point Advisory
Connecticut
$9.91M +$1.5M +6,422 +18%
EARNEST Partners
1269
EARNEST Partners
Georgia
$9.9M -$1.54M -6,603 -14%
FNT
1270
First Nebraska Trust
Nebraska
$9.9M +$67.5K +290 +0.7%
BWS
1271
Buck Wealth Strategies
Colorado
$9.9M +$155K +667 +2%
WAS
1272
WESPAC Advisors SoCal
California
$9.89M -$823K -3,535 -8%
IAIM
1273
International Assets Investment Management
Florida
$9.88M -$1.72B -7,372,146 -82%
RAM
1274
Redmond Asset Management
Virginia
$9.86M -$156K -670 -2%
PWMAG
1275
Pinnacle Wealth Management Advisory Group
New Jersey
$9.85M +$79K +339 +0.8%