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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
OPW
1551
Osprey Private Wealth
New York
$6.87M -$11.6K -50 -0.2%
MBT
1552
Montecito Bank & Trust
California
$6.87M -$24K -103 -0.4%
AW
1553
Atlas Wealth
Ohio
$6.86M -$64.1K -275 -1%
AIA
1554
AssuredPartners Investment Advisors
Florida
$6.85M +$6.66M +28,595 New
ESB
1555
Essex Savings Bank
Connecticut
$6.85M -$71.7K -308 -1%
LFA
1556
Lauterbach Financial Advisors
Texas
$6.85M -$113K -486 -2%
PCA
1557
Peddock Capital Advisors
Massachusetts
$6.84M -$39.8K -171 -0.6%
CD
1558
Chapin Davis
Maryland
$6.84M
EPW
1559
Evergreen Private Wealth
Colorado
$6.83M -$51.7K -222 -0.8%
GBT
1560
Grove Bank & Trust
Florida
$6.81M +$130K +559 +2%
PAM
1561
Paradigm Asset Management
New York
$6.81M -$4.03M -17,300 -38%
HH
1562
HWG Holdings
Texas
$6.8M +$524K +2,251 +9%
SFS
1563
Strategic Financial Services
New York
$6.8M -$87.8K -377 -1%
ATI
1564
Act Two Investors
California
$6.79M
TPWA
1565
TRUE Private Wealth Advisors
Oregon
$6.78M -$73.6K -316 -1%
RCIM
1566
Red Cedar Investment Management
Michigan
$6.78M
SWM
1567
Scissortail Wealth Management
Oklahoma
$6.77M +$6.49M +27,850 +7,015%
DCM
1568
Delta Capital Management
New Jersey
$6.77M +$23.3K +100 +0.4%
IA
1569
IFG Advisory
Georgia
$6.76M -$28.2K -121 -0.4%
HNW
1570
High Note Wealth
Minnesota
$6.72M +$67.1K +288 +1%
HCM
1571
Hall Capital Management
Rhode Island
$6.72M +$6.53M +28,039 New
Hudson Bay Capital Management
1572
Hudson Bay Capital Management
Connecticut
$6.72M +$6.53M +28,036 New
MSA
1573
Marino Stram & Associates
Massachusetts
$6.71M +$3.26K +14 +0.1%
GAG
1574
GM Advisory Group
New York
$6.71M +$89.4K +384 +1%
SW
1575
SkyOak Wealth
Michigan
$6.71M +$299K +1,283 +5%