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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
CIA
1776
Cohen Investment Advisors
New Hampshire
$5.32M +$466 +2 +0%
AF
1777
AGP Franklin
Tennessee
$5.31M +$5.16M +22,162 New
BFPW
1778
BOK Financial Private Wealth
Colorado
$5.3M -$345K -1,481 -6%
HI
1779
Hudock Inc
Pennsylvania
$5.28M -$132K -568 -3%
RCG
1780
Regatta Capital Group
California
$5.28M +$141K +607 +3%
MUAMU
1781
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$5.27M +$2.1M +9,000 +69%
BMC
1782
Beaton Management Company
Massachusetts
$5.27M -$5.82K -25 -0.1%
HI
1783
Horizon Investments
North Carolina
$5.27M +$209K +899 +4%
ECML
1784
Eagle Capital Management (Louisiana)
Louisiana
$5.26M +$3.03K +13 +0.1%
RPSA
1785
Richard P. Slaughter Associates
Texas
$5.25M -$156K -671 -3%
SOAMC
1786
Spirit of America Management Corp
New York
$5.25M +$23.3K +100 +0.5%
RCWM
1787
Royal Capital Wealth Management
Indiana
$5.25M +$248K +1,065 +5%
ACM
1788
Altrius Capital Management
North Carolina
$5.23M -$136K -582 -3%
FM
1789
Family Management
New York
$5.22M +$212K +912 +4%
MCM
1790
Marathon Capital Management
Maryland
$5.21M +$25.4K +109 +0.5%
XSC
1791
X-Square Capital
Puerto Rico
$5.2M +$7.22K +31 +0.1%
SLC
1792
Second Line Capital
Louisiana
$5.19M +$10.7K +46 +0.2%
AA
1793
ALPS Advisors
Colorado
$5.18M -$159K -683 -3%
PRA
1794
Pine Ridge Advisers
New York
$5.15M
MWM
1795
Massachusetts Wealth Management
Massachusetts
$5.15M -$46.6K -200 -0.9%
SF
1796
Slagle Financial
Illinois
$5.14M +$292K +1,252 +6%
CAS
1797
Coppell Advisory Solutions
Texas
$5.14M -$95.3K -409 -2%
APG
1798
Abacus Planning Group
South Carolina
$5.12M +$3.26K +14 +0.1%
NG
1799
Norden Group
Utah
$5.12M +$145K +623 +3%
SWA
1800
SOA Wealth Advisors
New York
$5.11M +$59.4K +255 +1%