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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
TSWM
1601
Triangle Securities Wealth Management
North Carolina
$6.47M -$188K -807 -3%
MFS
1602
Mirabella Financial Services
United Kingdom
$6.45M +$6.26M +26,892 New
RWA
1603
Roberts Wealth Advisors
California
$6.45M -$2.87M -12,324 -33%
JF
1604
Jericho Financial
Ohio
$6.44M +$6.26M +26,877 New
EWM
1605
Empirical Wealth Management
Washington
$6.43M +$959K +4,116 +18%
SGCA
1606
Steel Grove Capital Advisors
Tennessee
$6.43M -$177K -759 -3%
KIM
1607
Kestra Investment Management
Texas
$6.43M -$1.08M -4,638 -15%
OPA
1608
Old Port Advisors
Maine
$6.43M -$101K -435 -2%
MCM
1609
Monarch Capital Management
Indiana
$6.43M -$369K -1,585 -6%
ACM
1610
Alta Capital Management
Utah
$6.42M -$184K -790 -3%
SIA
1611
SeaBridge Investment Advisors
New Jersey
$6.42M +$674K +2,893 +12%
GWANC
1612
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.41M +$594K +2,552 +11%
MCCA
1613
Mill Creek Capital Advisors
Pennsylvania
$6.4M -$99K -425 -2%
MA
1614
Modus Advisors
Minnesota
$6.39M +$45.2K +194 +0.7%
LA
1615
Legacy Advisors
Pennsylvania
$6.38M +$359K +1,540 +6%
CAM
1616
Covenant Asset Management
New Jersey
$6.38M -$599K -2,571 -9%
GBWM
1617
Granite Bay Wealth Management
New Hampshire
$6.36M +$137K +588 +2%
CI
1618
Cherokee Insurance
Michigan
$6.35M +$6.17M +26,510 New
MWM
1619
Mattern Wealth Management
Kansas
$6.35M -$455K -1,953 -7%
PS
1620
Pensionfund Sabic
Netherlands
$6.35M +$3.73M +16,000 +152%
IIC
1621
Ironwood Investment Counsel
Arizona
$6.34M -$31K -133 -0.5%
AIM
1622
Athena Investment Management
California
$6.34M -$84.5K -363 -1%
CGL
1623
Clarius Group LLC
Washington
$6.32M +$50.1K +215 +0.8%
TPI
1624
Trust Point Inc
Wisconsin
$6.32M +$76.4K +328 +1%
MAM
1625
Montchanin Asset Management
Delaware
$6.31M -$314K -1,350 -5%