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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
HA
1701
Harbor Advisors
Florida
$5.79M
BIM
1702
Brentview Investment Management
Illinois
$5.77M +$5.61M +24,076 New
MWA
1703
Midland Wealth Advisors
Illinois
$5.77M -$237K -1,019 -4%
MFC
1704
Mechanics Financial Corp
Ohio
$5.77M -$13.5K -58 -0.2%
MAWCM
1705
Mine & Arao Wealth Creation & Management
California
$5.76M +$38.7K +166 +0.7%
PMSA
1706
Patrick M. Sweeney & Associates
Illinois
$5.76M -$11.9K -51 -0.2%
BCM
1707
Bretton Capital Management
California
$5.75M
CWM
1708
Calamos Wealth Management
Illinois
$5.75M +$106K +453 +2%
OAM
1709
Occidental Asset Management
California
$5.75M +$183K +787 +3%
BIP
1710
Blueprint Investment Partners
North Carolina
$5.75M +$1.14M +4,900 +26%
LWA
1711
Lineweaver Wealth Advisors
Ohio
$5.73M +$79.2K +340 +1%
LNWTC
1712
Laird Norton Wetherby Trust Company
Washington
$5.73M
MC
1713
Mathes Company
New York
$5.71M -$202K -866 -4%
HPCM
1714
Hunter Perkins Capital Management
Illinois
$5.71M -$150K -642 -3%
HCM
1715
Hudson Capital Management
New Jersey
$5.71M -$482K -2,070 -8%
RAM
1716
Roanoke Asset Management
New Jersey
$5.71M -$117K -503 -2%
BEC
1717
Blue Edge Capital
Virginia
$5.7M -$89.7K -385 -2%
DWM
1718
Dynasty Wealth Management
Florida
$5.66M -$91.8K -394 -2%
CI
1719
CX Institutional
Indiana
$5.64M +$681K +2,925 +14%
LC
1720
Legacy CG
Texas
$5.64M +$19.6K +84 +0.4%
MFS
1721
Monetta Financial Services
Illinois
$5.63M
TCA
1722
Trifecta Capital Advisors
Illinois
$5.63M +$35.9K +154 +0.7%
BI
1723
Bradyco Inc
Massachusetts
$5.63M +$2.59M +11,106 New
BCMO
1724
Buckingham Capital Management (Ohio)
Ohio
$5.61M -$275K -1,182 -5%
BOS
1725
Bank of Stockton
California
$5.6M -$218K -936 -4%