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JPMorgan Chase

4,664 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: 4,2014,664 (+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
4,664
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
CIA
1376
Covington Investment Advisors
Pennsylvania
$8.45M -$1.08M -4,656 -12%
FCMT
1377
Founders Capital Management (Texas)
Texas
$8.44M -$180K -771 -2%
MW
1378
Marcum Wealth
Ohio
$8.43M +$146K +628 +2%
WWM
1379
Western Wealth Management
Colorado
$8.43M -$3.9M -16,744 -32%
P
1380
Paradiem
Louisiana
$8.43M
CT
1381
Clearstead Trust
Maine
$8.43M +$1.33M +5,708 +19%
WAM
1382
Werlinich Asset Management
Connecticut
$8.42M
HCM
1383
Harvey Capital Management
Florida
$8.41M -$45.4K -195 -0.6%
BFC
1384
Bedel Financial Consulting
Indiana
$8.34M -$53.8K -231 -0.7%
CCA
1385
Checchi Capital Advisers
California
$8.34M -$315K -1,353 -4%
FFN
1386
Focus Financial Network
Minnesota
$8.33M +$138K +594 +2%
CAG
1387
Csenge Advisory Group
Florida
$8.32M +$607K +2,604 +8%
IA
1388
IFC Advisors
California
$8.32M +$8.08M +34,703 New
AAM
1389
Augustine Asset Management
Florida
$8.31M -$75.5K -324 -0.9%
OWP
1390
Obermeyer Wealth Partners
Colorado
$8.3M +$150K +644 +2%
BA
1391
Baugh & Associates
Georgia
$8.3M -$11.4K -49 -0.1%
HCM
1392
Howland Capital Management
Massachusetts
$8.27M -$412K -1,771 -5%
MLIC
1393
Mandatum Life Insurance Company
Finland
$8.27M -$1.63M -7,000 -17%
ALC
1394
Alexander Labrunerie & Co
Missouri
$8.25M +$90.6K +389 +1%
AJ
1395
Ashburton (Jersey)
Jersey
$8.24M -$12.2M -52,578 -60%
LOAME
1396
Lombard Odier Asset Management (Europe)
United Kingdom
$8.23M
PWS
1397
Peloton Wealth Strategists
Indiana
$8.23M -$519K -2,228 -6%
MWAM
1398
Manhattan West Asset Management
California
$8.19M +$153K +656 +2%
FDP
1399
Financiere des Professionnels
Quebec, Canada
$8.19M -$2.77M -11,902 -26%
ECM
1400
Exchange Capital Management
Michigan
$8.18M -$13.5K -58 -0.2%