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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
LJAC
1826
L.J. Altfest & Co
New York
$4.96M -$26.6K -114 -0.5%
DC
1827
DeDora Capital
California
$4.94M -$31.9K -137 -0.7%
SW
1828
StrongBox Wealth
Missouri
$4.93M -$112K -482 -2%
SLWA
1829
San Luis Wealth Advisors
California
$4.92M -$239K -1,026 -5%
ZIG
1830
Zullo Investment Group
Pennsylvania
$4.92M +$25.6K +110 +0.5%
PB
1831
Pinnacle Bancorp
Nebraska
$4.92M -$170K -732 -3%
LRWA
1832
Long Run Wealth Advisors
New York
$4.91M -$694K -2,981 -13%
FWM
1833
Finer Wealth Management
Massachusetts
$4.9M +$123K +529 +3%
FBC
1834
Fairfield, Bush & Co
Connecticut
$4.89M -$310K -1,332 -6%
FAIM
1835
Financial Advocates Investment Management
Washington
$4.89M +$59.6K +256 +1%
JE
1836
JMAC Enterprises
Pennsylvania
$4.88M -$12.3K -53 -0.3%
MGWM
1837
Marks Group Wealth Management
Minnesota
$4.87M -$68.7K -295 -1%
NWM
1838
Northcape Wealth Management
New York
$4.85M -$82.9K -356 -2%
AIM
1839
Acropolis Investment Management
Missouri
$4.84M -$9.32K -40 -0.2%
SS
1840
SBI Securities
Japan
$4.84M +$4.7M +20,179 New
Edgewood Management
1841
Edgewood Management
Connecticut
$4.83M
FMTCOCP
1842
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$4.83M -$53.1K -228 -1%
VCM
1843
Violich Capital Management
California
$4.82M +$76.9K +330 +2%
FCM
1844
Fire Capital Management
California
$4.82M +$4.69M +20,119 New
EGM
1845
Engineers Gate Manager
New York
$4.82M +$2.19M +9,394 +88%
SMH
1846
Sanders Morris Harris
Texas
$4.81M -$119K -510 -2%
JGCM
1847
Joseph Group Capital Management
Ohio
$4.8M +$433K +1,858 +10%
PWM
1848
Pines Wealth Management
North Carolina
$4.8M +$4.66M +19,992 New
EWM
1849
Evermay Wealth Management
Virginia
$4.79M -$114K -491 -2%
NIP
1850
Nicholas Investment Partners
California
$4.79M