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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
WWA
1401
WCG Wealth Advisors
Nevada
$8.16M +$62.2K +267 +0.8%
BBWA
1402
Bell & Brown Wealth Advisors
California
$8.15M +$6.99K +30 +0.1%
BBA
1403
Baader Bank Aktiengesellschaft
Germany
$8.12M +$2.75M +11,821 +54%
HAC
1404
Harbor Advisory Corp
New Hampshire
$8.11M -$218K -934 -3%
EFM
1405
E Fund Management
China
$8.09M +$2.79M +11,980 +55%
HWMO
1406
Heritage Wealth Management (Ohio)
Ohio
$8.09M -$39.6K -170 -0.5%
PKC
1407
Palmer Knight Company
Florida
$8.09M +$29.6K +127 +0.4%
BKA
1408
Brick & Kyle Associates
Pennsylvania
$8.09M -$38.9K -167 -0.5%
CSA
1409
Cottage Street Advisors
Massachusetts
$8.08M -$124K -533 -2%
O
1410
Ossiam
France
$8.07M -$7.73M -33,181 -50%
SB
1411
Strategic Blueprint
Georgia
$8.07M +$40.3K +173 +0.5%
LG
1412
Leuthold Group
Minnesota
$8.06M -$283K -1,216 -3%
BFA
1413
Bill Few Associates
Pennsylvania
$8.06M -$86.6K -372 -1%
PJSIMP
1414
P.J. Schmidt Investment Management (PJS)
Wisconsin
$8.06M -$293K -1,259 -4%
NAM
1415
NTV Asset Management
West Virginia
$8.04M -$18.4K -79 -0.2%
PA
1416
PFG Advisors
Arizona
$8.03M -$269K -1,156 -3%
BP
1417
BBR Partners
New York
$8.02M +$53.1K +228 +0.7%
GC
1418
Globeflex Capital
California
$8.01M
SAM
1419
Sompo Asset Management
Japan
$8.01M -$1.39M -5,986 -15%
BWM
1420
BigSur Wealth Management
Florida
$8M -$451K -1,937 -5%
TAM
1421
Trust Asset Management
Texas
$7.99M
CIP
1422
Capital Insight Partners
Arizona
$7.98M -$152K -651 -2%
SIA
1423
Soltis Investment Advisors
Utah
$7.98M +$234K +1,004 +3%
CWA
1424
Clarity Wealth Advisors
California
$7.96M +$135K +578 +2%
RWM
1425
Rockline Wealth Management
New York
$7.95M +$283K +1,215 +4%