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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
HLCM
1576
Hi-Line Capital Management
South Dakota
$6.7M -$1.69M -7,240 -21%
HIC
1577
Holderness Investments Company
North Carolina
$6.69M +$95.7K +411 +1%
GLR
1578
Great Lakes Retirement
Ohio
$6.68M -$23.8K -102 -0.4%
CCAM
1579
Codex Capital Asset Management
Texas
$6.68M
EW
1580
Evoke Wealth
California
$6.67M +$245K +1,052 +4%
CIG
1581
Consolidated Investment Group
Colorado
$6.64M
SWM
1582
SeaCrest Wealth Management
New York
$6.64M -$112K -479 -2%
FPB
1583
First PREMIER Bank
South Dakota
$6.63M
LWM
1584
LJI Wealth Management
Indiana
$6.62M -$162K -697 -2%
BOPW
1585
Brandywine Oak Private Wealth
Pennsylvania
$6.61M +$222K +951 +4%
ST
1586
Smithfield Trust
Pennsylvania
$6.61M +$699 +3 +0%
IAMOG
1587
Investors Asset Management of Georgia
Georgia
$6.59M -$5.59K -24 -0.1%
AC
1588
Avestar Capital
New York
$6.58M +$473K +2,030 +8%
HKIM
1589
Hayek Kallen Investment Management
Alabama
$6.58M -$37.3K -160 -0.6%
UBG
1590
United Bank (Georgia)
Georgia
$6.57M +$478K +2,051 +8%
MA
1591
MSA Advisors
California
$6.56M -$1.41M -6,050 -18%
LA
1592
LVW Advisors
New York
$6.55M -$547K -2,349 -8%
CRCM
1593
Crystal Rock Capital Management
Illinois
$6.54M -$290K -1,245 -4%
AL
1594
Aspiriant LLC
California
$6.53M +$475K +2,039 +8%
HA
1595
Hamel Associates
New Jersey
$6.53M -$30.3K -130 -0.5%
BL
1596
BFSG LLC
California
$6.53M -$401K -1,721 -6%
PTP
1597
Platform Technology Partners
New York
$6.51M -$223K -958 -3%
JWCA
1598
J.W. Coons Advisors
Ohio
$6.48M -$180K -773 -3%
IWA
1599
Invera Wealth Advisors
Oregon
$6.48M -$358K -1,535 -6%
RBA
1600
Richard Bernstein Advisors
New York
$6.47M