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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
DAS
1626
Diversify Advisory Services
Utah
$6.3M -$1.13M -4,855 -16%
EHC
1627
Everett Harris & Co
California
$6.29M +$1.62M +6,971 +36%
HL
1628
HeadInvest LLC
Maine
$6.28M -$57.5K -247 -0.9%
RCM
1629
RB Capital Management
Nevada
$6.28M +$126K +543 +2%
FFA
1630
Founders Financial Alliance
North Carolina
$6.28M +$954K +4,096 +19%
UCI
1631
Uncommon Cents Investing
Wisconsin
$6.27M -$157K -675 -3%
Kayne Anderson Rudnick Investment Management
1632
Kayne Anderson Rudnick Investment Management
California
$6.26M +$448K +1,923 +8%
PGWM
1633
Parisi Gray Wealth Management
New Jersey
$6.24M -$62.2K -267 -1%
MCWS
1634
McKinley Carter Wealth Services
West Virginia
$6.24M -$95.7K -411 -2%
WCM Investment Management
1635
WCM Investment Management
California
$6.24M +$3.68M +15,816 +154%
SSI
1636
Scott & Selber Inc
Texas
$6.24M -$153K -655 -2%
AIS
1637
AM Investment Strategies
Tennessee
$6.24M -$38.9K -167 -0.6%
SCM
1638
Silvant Capital Management
Georgia
$6.23M -$514K -2,207 -8%
MPPLM
1639
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$6.22M +$39.6K +170 +0.7%
VWMG
1640
Virginia Wealth Management Group
Virginia
$6.2M -$39.4K -169 -0.6%
MSAM
1641
Moloney Securities Asset Management
Missouri
$6.2M +$27.5K +118 +0.5%
MHS
1642
M Holdings Securities
Oregon
$6.19M -$241K -1,033 -4%
COI
1643
Connable Office Inc
Michigan
$6.19M -$111K -477 -2%
CAMV
1644
Concord Asset Management (Virginia)
Virginia
$6.19M -$296K -1,271 -5%
QI
1645
QV Investors
Alberta, Canada
$6.18M -$893K -3,835 -13%
LCM
1646
Liberty Capital Management
Michigan
$6.18M +$16.1K +69 +0.3%
1IA
1647
1834 Investment Advisors
Wisconsin
$6.18M -$375K -1,612 -6%
SQA
1648
Simon Quick Advisors
New Jersey
$6.17M +$561K +2,409 +10%
CNC
1649
Citizens & Northern Corp
Pennsylvania
$6.17M +$213K +913 +4%
UB
1650
Umpqua Bank
Oregon
$6.16M +$245K +1,051 +4%