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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
MVA
1676
Mount Vernon Associates
Maryland
$5.97M -$36.1K -155 -0.6%
MCB
1677
Morton Community Bank
Illinois
$5.97M -$113K -485 -2%
BC
1678
Bowman & Company
Wisconsin
$5.96M -$125K -536 -2%
BWM
1679
BNC Wealth Management
Oregon
$5.96M +$275K +1,181 +5%
SIAP
1680
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5.94M +$198K +851 +4%
CW
1681
CreativeOne Wealth
Kansas
$5.94M +$439K +1,883 +8%
RP
1682
Rowlandmiller & Partners
Georgia
$5.93M -$38K -163 -0.7%
SCI
1683
S&CO Inc
Massachusetts
$5.93M -$2.33K -10 -0%
LDB
1684
Lee, Danner & Bass
Tennessee
$5.91M +$128K +550 +2%
SAW
1685
Signal Advisors Wealth
Michigan
$5.9M +$586K +2,515 +11%
AHIA
1686
Andrew Hill Investment Advisors
Florida
$5.9M -$578K -2,480 -9%
PPWP
1687
Premier Path Wealth Partners
New Jersey
$5.89M +$43.3K +186 +0.8%
NL
1688
NWAM LLC
Washington
$5.87M +$72.4K +311 +1%
WAS
1689
Winch Advisory Services
Wisconsin
$5.85M +$27.9K +120 +0.5%
RSS
1690
Rosenblum Silverman Sutton
California
$5.85M
AF
1691
Apexium Financial
Texas
$5.84M +$1.17M +5,037 +26%
GSB
1692
Greenfield Savings Bank
Massachusetts
$5.84M -$111K -475 -2%
NB
1693
Nicolet Bankshares
Wisconsin
$5.84M +$137K +588 +2%
GCA
1694
Gradient Capital Advisors
California
$5.83M -$195K -836 -3%
LS
1695
Leelyn Smith
Illinois
$5.82M -$155K -666 -3%
SP
1696
Saranac Partners
$5.82M +$5.27M +22,619 New
IA
1697
Icon Advisers
Colorado
$5.81M -$268K -1,150 -5%
SIC
1698
Shoker Investment Counsel
Ohio
$5.81M +$38.2K +164 +0.7%
DWM
1699
Diversify Wealth Management
Utah
$5.8M +$1.87M +8,036 +50%
RWM
1700
RKL Wealth Management
Pennsylvania
$5.8M +$1.09M +4,671 +24%