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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
CFCI
1451
Comprehensive Financial Consultants Institutional
Indiana
$7.74M -$222K -955 -3%
IWA
1452
Icon Wealth Advisors
Texas
$7.73M -$75.5K -324 -1%
CNFG
1453
Creegan & Nassoura Financial Group
New Hampshire
$7.72M -$29.1K -125 -0.4%
NB
1454
Northwest Bancshares
Pennsylvania
$7.72M -$852K -3,659 -10%
RA
1455
Ransom Advisory
Rhode Island
$7.71M -$60.1K -258 -0.8%
EGA
1456
E&G Advisors
Texas
$7.71M -$55.9K -240 -0.7%
FMB
1457
Field & Main Bank
Kentucky
$7.7M -$9.32K -40 -0.1%
KWA
1458
Kingswood Wealth Advisors
California
$7.69M -$6.36M -27,286 -46%
KA
1459
Kovack Advisors
Florida
$7.66M +$117K +501 +2%
SIG
1460
Sargent Investment Group
Maryland
$7.65M +$1.84M +7,902 +34%
AIM
1461
AMI Investment Management
Indiana
$7.64M -$187K -803 -2%
FLI
1462
Family Legacy Inc
South Carolina
$7.64M -$154K -660 -2%
NP
1463
Nilsine Partners
Colorado
$7.64M +$373K +1,603 +5%
WTA
1464
Washington Trust Advisors
Massachusetts
$7.63M -$78.5K -337 -1%
FSG
1465
Financial Strategies Group
Michigan
$7.61M -$341K -1,463 -4%
AIM
1466
AHL Investment Management
Florida
$7.61M -$133K -572 -2%
LSPW
1467
Lake Street Private Wealth
Illinois
$7.6M -$917K -3,935 -11%
MMPW
1468
Mitchell McLeod Pugh & Williams
Alabama
$7.6M -$326K -1,398 -4%
CCA
1469
Cooper Capital Advisors
California
$7.59M +$7.38M +31,671 New
PG
1470
Patten Group
Tennessee
$7.59M -$250K -1,074 -3%
OMC
1471
Overbrook Management Corp
New York
$7.56M -$189K -812 -3%
SBIA
1472
Sheaff Brock Investment Advisors
Indiana
$7.56M -$445K -1,909 -6%
HCA
1473
Horan Capital Advisors
Ohio
$7.55M -$660K -2,833 -8%
AC
1474
Addison Capital
Pennsylvania
$7.54M -$160K -685 -2%
CWP
1475
CFM Wealth Partners
Texas
$7.54M +$414K +1,776 +6%