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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
MBTD
1301
Mechanics Bank - Trust Department
California
$9.59M +$227K +976 +3%
DIA
1302
Dean Investment Associates
Ohio
$9.55M -$610K -2,617 -6%
GL
1303
Graypoint LLC
New York
$9.54M -$158K -680 -2%
AF
1304
Arrow Financial
New York
$9.51M -$15.6K -67 -0.2%
VanEck Associates
1305
VanEck Associates
New York
$9.49M +$8.79M +37,744 +2,038%
PTC
1306
Private Trust Company
Ohio
$9.45M -$577K -2,477 -6%
CNBTD
1307
Citizens National Bank Trust Department
Mississippi
$9.42M -$99.7K -428 -1%
DLCIG
1308
D.L. Carlson Investment Group
New Hampshire
$9.4M +$224K +961 +3%
RSWM
1309
Robertson Stephens Wealth Management
California
$9.39M -$216K -926 -2%
LSWM
1310
Lorne Steinberg Wealth Management
Canada
$9.36M +$4.19K +18 +0%
HZ
1311
Hixon Zuercher
Ohio
$9.36M -$204K -877 -2%
EFMC
1312
Empire Financial Management Company
New York
$9.35M +$44K +189 +0.5%
BWAM
1313
Boyd Watterson Asset Management
Ohio
$9.35M -$7.45K -32 -0.1%
MP
1314
McDonald Partners
Ohio
$9.32M -$84.1K -361 -0.9%
BB
1315
Berkshire Bank
Massachusetts
$9.31M +$404K +1,735 +5%
DW30
1316
Drucker Wealth 3.0
New Jersey
$9.3M -$22.4K -96 -0.2%
BA
1317
Bristlecone Advisors
Washington
$9.27M -$40.3K -173 -0.4%
AOWM
1318
Alpha Omega Wealth Management
Virginia
$9.27M -$76.9K -330 -0.8%
SAM
1319
Smartleaf Asset Management
Massachusetts
$9.27M +$1.94M +8,327 +27%
CAM
1320
Columbia Asset Management
Michigan
$9.22M +$8.95M +38,444 New
CWM
1321
Chemistry Wealth Management
New York
$9.18M -$39.4K -169 -0.4%
DIM
1322
DLK Investment Management
California
$9.18M +$95.5K +410 +1%
AAMA
1323
Advanced Asset Management Advisors
Ohio
$9.16M -$12.6K -54 -0.1%
LFA
1324
Legacy Financial Advisors
Kentucky
$9.15M +$12.8K +55 +0.1%
QIM
1325
Quantitative Investment Management
Virginia
$9.14M +$8.88M +38,145 New