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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
VIM
1726
Vista Investment Management
Pennsylvania
$5.6M -$518K -2,226 -9%
OWA
1727
Octavia Wealth Advisors
Ohio
$5.59M +$660K +2,835 +14%
SCM
1728
Seascape Capital Management
New Hampshire
$5.56M -$44.3K -190 -0.8%
MPIA
1729
Mountain Pacific Investment Advisers
Idaho
$5.55M -$43.1K -185 -0.8%
CVA
1730
Central Valley Advisors
California
$5.55M +$12.3K +53 +0.2%
CIAS
1731
Capital Investment Advisory Services
North Carolina
$5.55M +$115K +493 +2%
BCM
1732
Blume Capital Management
California
$5.55M -$44.3K -190 -0.8%
MPM
1733
MBB Public Markets
Illinois
$5.54M -$4.29M -18,399 -44%
ORC
1734
O'Rourke & Company
Massachusetts
$5.54M -$8.62K -37 -0.2%
KFI
1735
Key Financial Inc
Pennsylvania
$5.54M +$14.2K +61 +0.3%
TPM
1736
Triasima Portfolio Management
Quebec, Canada
$5.53M +$181K +776 +3%
WMA
1737
West Michigan Advisors
Michigan
$5.52M -$116K -499 -2%
AWM
1738
Ameliora Wealth Management
Switzerland
$5.52M +$343K +1,471 +7%
TNA
1739
True North Advisors
Texas
$5.51M +$3.78M +16,234 +240%
EC
1740
Enhancing Capital
Pennsylvania
$5.51M +$5.36M +23,000 New
CWM
1741
Connecticut Wealth Management
Connecticut
$5.51M -$225K -968 -4%
PBC
1742
Pavion Blue Capital
California
$5.5M -$16.1K -69 -0.3%
IAS
1743
IMA Advisory Services
Colorado
$5.5M -$138K -591 -3%
SIM
1744
Studio Investment Management
Illinois
$5.5M -$97.1K -417 -2%
RZH
1745
Relyea Zuckerberg Hanson
Connecticut
$5.49M +$723K +3,104 +16%
NDSI
1746
Newman Dignan & Sheerar Inc
Rhode Island
$5.49M -$150K -643 -3%
BCM
1747
Brookmont Capital Management
Texas
$5.49M -$312K -1,341 -6%
KTC
1748
Kentucky Trust Company
Kentucky
$5.49M +$5.33M +22,905 New
SF
1749
Symphony Financial
Texas
$5.49M -$35.9K -154 -0.7%
VWM
1750
Valley Wealth Managers
New Jersey
$5.49M -$690K -2,961 -11%