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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
SICM
1751
Sustainable Insight Capital Management
New York
$5.49M +$1.43M +6,147 +37%
SIA
1752
Strategic Investment Advisors
Michigan
$5.48M -$136K -584 -2%
WR
1753
WD Rutherford
Oregon
$5.46M -$132K -567 -2%
NCM
1754
NCM Capital Management
New Jersey
$5.46M +$3.73K +16 +0.1%
SSWM
1755
Sheets Smith Wealth Management
North Carolina
$5.45M -$24.2K -104 -0.5%
PDL
1756
Portfolio Design Labs
California
$5.44M +$1.04M +4,481 +25%
CAC
1757
Certified Advisory Corp
Florida
$5.43M -$81.1K -348 -2%
CFMC
1758
Curbstone Financial Management Corp
New Hampshire
$5.42M +$69.9K +300 +1%
TBNY
1759
Trustco Bank (New York)
New York
$5.42M -$19.1K -82 -0.4%
WIC
1760
Wilkins Investment Counsel
Massachusetts
$5.42M -$357K -1,532 -6%
AMG
1761
Advisors Management Group
Wisconsin
$5.42M -$89.2K -383 -2%
PCTC
1762
Perkins Coie Trust Company
Washington
$5.4M -$29.6K -127 -0.6%
GD
1763
Grandfield & Dodd
New York
$5.39M +$10.9K +47 +0.2%
PRS
1764
Pinkerton Retirement Specialists
Idaho
$5.38M -$36.1K -155 -0.7%
NPA
1765
Nichols & Pratt Advisers
Massachusetts
$5.38M +$13.7K +59 +0.3%
ATC
1766
Adirondack Trust Company
New York
$5.37M -$73.6K -316 -1%
LOIM
1767
Liberty One Investment Management
Illinois
$5.36M +$165K +709 +3%
NG
1768
Novem Group
New York
$5.36M +$5.21M +22,368 New
IFPG
1769
Intrepid Financial Planning Group
Indiana
$5.34M +$22.8K +98 +0.4%
NSB
1770
Norway Savings Bank
Maine
$5.34M +$35.2K +151 +0.7%
GCM
1771
Gables Capital Management
Florida
$5.33M -$11.6K -50 -0.2%
DFG
1772
Delta Financial Group
New Jersey
$5.33M -$110K -473 -2%
CWM
1773
Cornerstone Wealth Management
Missouri
$5.33M +$201K +864 +4%
SEIA
1774
Signature Estate & Investment Advisors
California
$5.33M +$106K +454 +2%
PP
1775
Pacifica Partners
Canada
$5.33M -$120K -516 -2%