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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
VST
1326
Van Strum & Towne
California
$9.14M -$115K -495 -1%
GIM
1327
Generate Investment Management
New Zealand
$9.13M +$1.79M +7,688 +25%
CIM
1328
Contravisory Investment Management
Massachusetts
$9.12M -$22.8K -98 -0.3%
CICC
1329
Capital Investment Counsel (Colorado)
Colorado
$9.11M +$136K +586 +2%
CC
1330
Constitution Capital
Connecticut
$9.11M -$5.14M -22,050 -37%
GIA
1331
Guyasuta Investment Advisors
Pennsylvania
$9.1M -$733K -3,148 -8%
LT
1332
Legacy Trust
Michigan
$9.08M -$4.19K -18 -0%
BWL
1333
Bogart Wealth LLC
Virginia
$9.07M -$113K -487 -1%
SHA
1334
Seneca House Advisors
Virginia
$9.05M -$560K -2,406 -6%
BAM
1335
Belpointe Asset Management
Nevada
$9.01M -$413K -1,774 -4%
EP
1336
Edgestream Partners
New Jersey
$9.01M +$6.5M +27,906 +289%
SAM
1337
Socorro Asset Management
Texas
$8.99M
SC
1338
Skylands Capital
Wisconsin
$8.93M -$1.22M -5,235 -12%
HCM
1339
Hilton Capital Management
New York
$8.91M -$1.24M -5,329 -13%
AC
1340
Arjuna Capital
North Carolina
$8.9M -$369K -1,586 -4%
BRCM
1341
Bright Rock Capital Management
Massachusetts
$8.87M -$6.52M -28,000 -43%
SCM
1342
Sitrin Capital Management
California
$8.86M +$82.7K +355 +1%
SFI
1343
SPC Financial Inc
Maryland
$8.86M +$229K +985 +3%
BRM
1344
Boston Research & Management
Massachusetts
$8.85M -$51.7K -222 -0.6%
SAI
1345
Systematic Alpha Investments
New Jersey
$8.82M
TW
1346
TrinityPoint Wealth
Connecticut
$8.81M +$235K +1,010 +3%
PSP
1347
Principal Street Partners
Tennessee
$8.8M -$1.02M -4,385 -11%
AT
1348
American Trust
Kentucky
$8.77M -$5.82K -25 -0.1%
MA
1349
McBroom & Associates
Nevada
$8.77M +$39.1K +168 +0.5%
MYIA
1350
Mount Yale Investment Advisors
Colorado
$8.77M +$4.99M +21,441 +142%