We are live on ! Find out more
JPM icon

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
AIMA
1651
Ables Iannone Moore & Associates
Georgia
$6.15M -$24K -103 -0.4%
LRPA
1652
L. Roy Papp & Associates
Arizona
$6.15M -$2.33K -10 -0%
A
1653
Argentarii
Ohio
$6.14M +$5.97M +25,635 New
EFG
1654
Everhart Financial Group
Ohio
$6.13M +$177K +759 +3%
SAM
1655
Sycomore Asset Management
France
$6.12M +$2.91M +12,493 +75%
MMG
1656
Monetary Management Group
Missouri
$6.11M -$65.2K -280 -1%
SIAG
1657
Signet Investment Advisory Group
Rhode Island
$6.11M +$20K +86 +0.3%
WP
1658
WealthPLAN Partners
Nebraska
$6.11M -$429K -1,844 -7%
FNBOMD
1659
First National Bank of Mount Dora
Florida
$6.08M -$69.6K -299 -1%
IRAG
1660
Investment Research & Advisory Group
Georgia
$6.08M -$22.6K -97 -0.4%
GJWM
1661
Gilliland Jeter Wealth Management
Arkansas
$6.07M +$14.7K +63 +0.2%
APIM
1662
Agate Pass Investment Management
Washington
$6.06M +$1.41M +6,034 +31%
LAM
1663
L2 Asset Management
Massachusetts
$6.06M +$1.11M +4,767 +23%
LM
1664
Lincluden Management
Ontario, Canada
$6.04M -$49.4K -212 -0.8%
CA
1665
CoreCap Advisors
Michigan
$6.02M -$1.25M -5,388 -18%
MCC
1666
Malaga Cove Capital
California
$6.02M -$118K -505 -2%
HCM
1667
Howard Capital Management
Georgia
$6.01M +$296K +1,270 +5%
KIC
1668
Kensington Investment Counsel
California
$6M +$604K +2,594 +12%
EML
1669
Eos Management LP
New York
$5.99M
EWM
1670
EPG Wealth Management
Georgia
$5.99M -$414K -1,778 -7%
AFA
1671
Arlington Financial Advisors
California
$5.99M -$44.5K -191 -0.8%
BCFS
1672
Butensky & Cohen Financial Security
Florida
$5.98M -$298K -1,279 -5%
TLP
1673
Trinity Legacy Partners
Texas
$5.98M +$107K +458 +2%
AB
1674
Atlas Brown
Kentucky
$5.98M +$13K +56 +0.2%
DCM
1675
Dudley Capital Management
Virginia
$5.98M +$16.1K +69 +0.3%