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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
CLA
1801
Carnegie Lake Advisors
New Jersey
$5.11M -$134K -575 -3%
TM
1802
TigerOak Management
New Mexico
$5.08M +$4.93M +21,183 New
ACM
1803
AlphaStar Capital Management
North Carolina
$5.07M +$462K +1,982 +10%
AMI
1804
Amica Mutual Insurance
Rhode Island
$5.06M
V
1805
VeraBank
Texas
$5.04M -$6.29K -27 -0.1%
BLC
1806
Brown, Lisle/Cummings
Rhode Island
$5.04M +$147K +629 +3%
RSA
1807
River Street Advisors
Illinois
$5.04M -$143K -614 -3%
PCIG
1808
Partners Capital Investment Group
Massachusetts
$5.04M +$4.9M +21,033 New
CCWM
1809
Cassaday & Co Wealth Management
Virginia
$5.04M +$165K +710 +3%
CT
1810
Coastline Trust
Rhode Island
$5.03M +$53.1K +228 +1%
SCM
1811
SOL Capital Management
Maryland
$5.03M -$796K -3,416 -14%
DMKJ
1812
David M. Knott Jr
$5.03M
PWA
1813
Providence Wealth Advisors
Illinois
$5.03M -$147K -629 -3%
AI
1814
Accredited Investors
Minnesota
$5.03M +$40.1K +172 +0.8%
IWA
1815
IBEX Wealth Advisors
New Jersey
$5.02M +$4.87M +20,929 New
DA
1816
Doliver Advisors
Texas
$5.02M -$615K -2,640 -11%
OAM
1817
Ostrum Asset Management
France
$5.01M +$2.91M +12,498 +148%
GGHC
1818
Gilder Gagnon Howe & Co
New York
$5.01M -$41.7K -179 -0.8%
PAG
1819
Private Advisory Group
Washington
$5.01M +$238K +1,023 +5%
BFA
1820
Beaumont Financial Advisors
Massachusetts
$5M +$100K +430 +2%
ADIM
1821
Alpha DNA Investment Management
Maryland
$5M -$69.6K -299 -1%
JSW
1822
Journey Strategic Wealth
New Jersey
$4.98M +$643K +2,762 +15%
BW
1823
Bison Wealth
Georgia
$4.98M -$7.17M -30,800 -60%
JSL
1824
JT Stratford LLC
Georgia
$4.97M +$288K +1,236 +6%
FAP
1825
Financial Advisory Partners
Florida
$4.97M -$186K -799 -4%