We are live on ! Find out more
JPM icon

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
Verition Fund Management
1276
Verition Fund Management
Connecticut
$9.84M +$7.51M +32,234 +365%
TCWA
1277
Turtle Creek Wealth Advisors
Texas
$9.83M +$132K +566 +1%
RC
1278
RBF Capital
California
$9.83M
FFA
1279
Farther Finance Advisors
California
$9.83M -$675K -2,897 -7%
GLLW
1280
Graves Light Lenhart Wealth
Virginia
$9.81M -$69.4K -298 -0.7%
PPW
1281
Parcion Private Wealth
Washington
$9.81M -$35.9K -154 -0.4%
SFA
1282
Semmax Financial Advisors
North Carolina
$9.8M -$232K -998 -3%
WIM
1283
Wittenberg Investment Management
Massachusetts
$9.79M -$3.34M -14,359 -31%
CCS
1284
Concentric Capital Strategies
Connecticut
$9.78M +$1.22M +5,224 +15%
DIP
1285
DT Investment Partners
Pennsylvania
$9.77M -$445K -1,911 -4%
WPC
1286
Wedmont Private Capital
Pennsylvania
$9.77M +$957K +4,107 +11%
SFO
1287
Stenger Family Office
Illinois
$9.75M +$9.48M +40,685 New
AMM
1288
American Money Management
California
$9.75M -$98.3K -422 -1%
UF
1289
Univest Financial
Pennsylvania
$9.74M -$62.2K -267 -0.7%
VA
1290
Valmark Advisers
Ohio
$9.72M -$386K -1,657 -4%
SAM
1291
Selway Asset Management
$9.71M +$45.4K +195 +0.5%
CGIM
1292
Capital Group Investment Management
Singapore
$9.7M -$268K -1,151 -3%
ADL
1293
Asset Dedication LLC
California
$9.7M -$1.86M -7,975 -16%
AIM
1294
Anchor Investment Management
South Carolina
$9.66M +$61.3K +263 +0.7%
FC
1295
Fusion Capital
South Carolina
$9.66M +$47.5K +204 +0.5%
LC
1296
Lindbrook Capital
California
$9.65M +$72.9K +313 +0.8%
CT
1297
Chicago Trust
Illinois
$9.63M +$713K +3,060 +8%
LFM
1298
LGT Fund Management
Liechtenstein
$9.63M -$84.3K -362 -0.9%
CAAS
1299
Capital Asset Advisory Services
Michigan
$9.62M +$36.6K +157 +0.4%
SCM
1300
Summerhill Capital Management
Ontario, Canada
$9.61M +$199K +854 +2%