We are live on ! Find out more
JPM icon

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
FBFS
1476
First Business Financial Services
Wisconsin
$7.52M +$104K +448 +1%
HWAM
1477
Hennion & Walsh Asset Management
New Jersey
$7.5M -$161K -693 -2%
SSW
1478
Stone Summit Wealth
Florida
$7.46M -$253K -1,088 -3%
AWM
1479
Accurate Wealth Management
Florida
$7.45M -$41.9K -180 -0.6%
FC
1480
Forte Capital
New York
$7.44M -$198K -849 -3%
AFM
1481
Abbot Financial Management
Massachusetts
$7.44M -$46.1K -198 -0.6%
UWM
1482
Udine Wealth Management
Florida
$7.44M -$433K -1,861 -6%
ICP
1483
Ironvine Capital Partners
Nebraska
$7.42M
CF
1484
Concorde Financial
Texas
$7.41M -$230K -986 -3%
LFG
1485
Larson Financial Group
Missouri
$7.4M +$1.44M +6,186 +25%
RFN
1486
RDA Financial Network
Iowa
$7.36M +$142K +610 +2%
GWMR
1487
GC Wealth Management RIA
Massachusetts
$7.36M +$345K +1,483 +5%
RFA
1488
Rollins Financial Advisors
New York
$7.35M +$1.31M +5,606 +22%
WBWA
1489
William B. Walkup & Associates
South Carolina
$7.33M -$18.9K -81 -0.3%
WE
1490
Wealth Effects
Massachusetts
$7.32M -$46.4K -199 -0.6%
PFGIA
1491
Patriot Financial Group Insurance Agency
Massachusetts
$7.31M +$100K +431 +1%
CWP
1492
Concord Wealth Partners
Virginia
$7.3M -$140K -601 -2%
AIP
1493
Ameritas Investment Partners
Nebraska
$7.29M -$329K -1,413 -4%
RA
1494
RFG Advisory
Alabama
$7.29M +$394K +1,693 +6%
TNBTD
1495
Trustmark National Bank Trust Department
Mississippi
$7.29M -$138K -591 -2%
EWA
1496
Exencial Wealth Advisors
Oklahoma
$7.28M +$88.7K +381 +1%
ZCI
1497
Zevenbergen Capital Investments
Washington
$7.27M +$33.8K +145 +0.5%
MCA
1498
MSH Capital Advisors
Arizona
$7.26M -$27.7K -119 -0.4%
MFG
1499
MidWestOne Financial Group
Iowa
$7.26M -$94.1K -404 -1%
SPG
1500
Strategic Planning Group
Utah
$7.25M +$190K +814 +3%