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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
CBB
1526
Citizens Business Bank
California
$7.09M -$1.88M -8,061 -28%
EBT
1527
Enterprise Bank & Trust
Massachusetts
$7.08M +$64.5K +277 +0.9%
ITIM
1528
Indiana Trust & Investment Management
Indiana
$7.08M +$460K +1,975 +7%
CST
1529
Charles Schwab Trust
Nevada
$7.08M +$1.07M +4,608 +18%
ACM
1530
Argyle Capital Management
Pennsylvania
$7.07M -$18.6K -80 -0.3%
BCM
1531
Buckhead Capital Management
Georgia
$7.06M -$60.1K -258 -0.9%
PCM
1532
Patient Capital Management
Maryland
$7.04M
SS
1533
Sunbelt Securities
Texas
$7.02M +$371K +1,594 +6%
ANB
1534
Amarillo National Bank
Texas
$7.02M -$48.9K -210 -0.7%
WP
1535
WealthShield Partners
North Carolina
$7.01M -$668K -2,867 -9%
TBT
1536
Texas Bank & Trust
Texas
$7.01M +$6.81M +29,240 New
TI
1537
tru Independence
Oregon
$7.01M -$378K -1,623 -5%
FWM
1538
Fairhaven Wealth Management
Illinois
$7M +$1.4K +6 +0%
GFP
1539
Gryphon Financial Partners
Ohio
$6.98M -$220K -946 -3%
FAM
1540
Formidable Asset Management
Ohio
$6.98M -$146K -626 -2%
SI
1541
Sava Infond
Slovenia
$6.96M +$6.76M +29,025 New
SMI
1542
Shelter Mutual Insurance
Missouri
$6.95M
BWG
1543
Berry Wealth Group
Texas
$6.93M -$123K -528 -2%
RBC
1544
Romano Brothers & Co
Illinois
$6.93M -$166K -712 -2%
CI
1545
Cigna Investments
Connecticut
$6.92M -$159K -684 -2%
AF
1546
Advisornet Financial
Minnesota
$6.91M -$180K -773 -3%
MIM
1547
MTM Investment Management
South Carolina
$6.91M -$18.6K -80 -0.3%
AA
1548
Argent Advisors
Louisiana
$6.91M -$254K -1,092 -4%
NW
1549
Naviter Wealth
Arkansas
$6.89M +$2.05M +8,815 +44%
MCM
1550
MV Capital Management
Maryland
$6.88M -$59.2K -254 -0.9%