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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
QI
1351
Qtron Investments
Massachusetts
$8.74M -$353K -1,514 -4%
ACG
1352
Allen Capital Group
Nebraska
$8.74M -$288K -1,237 -3%
CWM
1353
Cordatus Wealth Management
Pennsylvania
$8.73M +$112K +480 +1%
HI
1354
Hoey Investments
Pennsylvania
$8.72M +$2.45M +10,517 +41%
WPIC
1355
White Pine Investment Company
Michigan
$8.71M -$318K -1,367 -4%
OL
1356
Owen LaRue
Kentucky
$8.67M +$27K +116 +0.3%
HI
1357
Harbour Investments
Wisconsin
$8.65M +$510K +2,188 +6%
CM
1358
Churchill Management
California
$8.64M -$224K -960 -3%
NHT
1359
New Hampshire Trust
New Hampshire
$8.63M +$72.7K +312 +0.9%
PTC
1360
Philadelphia Trust Company
Pennsylvania
$8.62M -$431K -1,852 -5%
AI
1361
Arvest Investments
Arkansas
$8.62M -$319K -1,371 -4%
TA
1362
TFG Advisers
Michigan
$8.62M +$39.6K +170 +0.5%
DDC
1363
DF Dent & Co
Maryland
$8.61M -$1.18M -5,083 -12%
BFC
1364
Blue Fin Capital
Rhode Island
$8.59M +$62.7K +269 +0.8%
HAI
1365
Hennessy Advisors Inc
California
$8.58M -$279K -1,200 -3%
MCCP
1366
Mission Creek Capital Partners
California
$8.56M +$5.1M +21,877 +63%
EM
1367
Excalibur Management
Massachusetts
$8.55M -$15.4K -66 -0.2%
AG
1368
AlTi Global
New York
$8.51M +$507K +2,176 +7%
KCM
1369
Kennedy Capital Management
Missouri
$8.5M -$432K -1,854 -5%
EL
1370
Essex LLC
Illinois
$8.5M -$472K -2,026 -5%
ST
1371
Somerset Trust
Pennsylvania
$8.5M -$267K -1,147 -3%
FWP
1372
FAS Wealth Partners
Kansas
$8.5M +$135K +579 +2%
AWA
1373
Arete Wealth Advisors
Illinois
$8.49M +$2.06M +8,839 +33%
SNB
1374
Security National Bank
Nebraska
$8.47M -$294K -1,264 -3%
GFA
1375
Gifford Fong Associates
California
$8.46M