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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
JG
1426
Jain Global
New York
$7.94M +$7.71M +33,119 New
GM
1427
GeoWealth Management
Illinois
$7.93M +$1.04M +4,463 +16%
RWB
1428
RMR Wealth Builders
New Jersey
$7.92M +$322K +1,382 +4%
PFBT
1429
Parkside Financial Bank & Trust
Missouri
$7.92M +$385K +1,654 +5%
KFBMI
1430
Kentucky Farm Bureau Mutual Insurance
Kentucky
$7.91M
WBC
1431
West Branch Capital
Massachusetts
$7.91M +$161K +693 +2%
NF
1432
Nikulski Financial
Iowa
$7.88M +$32.8K +141 +0.4%
SP
1433
Stonebrook Private
Michigan
$7.86M -$171K -734 -2%
EWA
1434
EverSource Wealth Advisors
Alabama
$7.85M +$207K +890 +3%
RCA
1435
Resonant Capital Advisors
Wisconsin
$7.85M +$34.5K +148 +0.5%
CIM
1436
Chiron Investment Management
New York
$7.85M -$2.04M -8,767 -21%
SIA
1437
SGL Investment Advisors
Montana
$7.84M +$33.1K +142 +0.5%
MNBTD
1438
Moody National Bank Trust Division
Texas
$7.83M -$396K -1,701 -5%
ST
1439
Sentinel Trust
Texas
$7.83M +$222K +954 +3%
GSEP
1440
Golden State Equity Partners
California
$7.83M +$7.1M +30,469 +1,400%
LHC
1441
Little House Capital
Massachusetts
$7.82M -$133K -571 -2%
DA
1442
DCM Advisors
New York
$7.81M +$916K +3,934 +14%
PFA
1443
Pathway Financial Advisers
Indiana
$7.81M +$18.4K +79 +0.2%
MWS
1444
Maxwell Wealth Strategies
California
$7.8M -$14.4K -62 -0.2%
KRSITF
1445
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.79M +$11.4M +48,886 +58%
MCM
1446
Maltese Capital Management
New York
$7.78M -$1.55M -6,650 -17%
OBAM
1447
ODDO BHF Asset Management
France
$7.77M +$892K +3,829 +13%
EA
1448
Everpar Advisors
Oklahoma
$7.77M +$61K +262 +0.8%
PAM
1449
Pegasus Asset Management
New York
$7.77M -$55K -236 -0.7%
IAS
1450
Insigneo Advisory Services
Florida
$7.76M -$181K -779 -2%