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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
VFA
1851
Voya Financial Advisors
Connecticut
$4.78M +$95.7K +411 +2%
TPW
1852
Transatlantique Private Wealth
New York
$4.78M -$714K -3,064 -13%
AWE
1853
Avidian Wealth Enterprises
Texas
$4.77M +$53.1K +228 +1%
RFA
1854
Resurgent Financial Advisors
Georgia
$4.77M -$144K -617 -3%
ACS
1855
Archford Capital Strategies
Illinois
$4.77M -$4.42K -19 -0.1%
BHB
1856
Bank Hapoalim BM
Israel
$4.76M -$249K -1,071 -5%
FTF
1857
Freedom Together Foundation
New York
$4.76M -$18.6M -80,000 -80%
BO
1858
Bank OZK
Arkansas
$4.75M -$356K -1,530 -7%
MSK
1859
Melissa S. Kampmann
$4.75M -$525K -2,255 -10%
IP
1860
Intellectus Partners
California
$4.75M +$6.52K +28 +0.1%
CCA
1861
Cobblestone Capital Advisors
New York
$4.74M +$45.7K +196 +1%
NRC
1862
New Republic Capital
North Carolina
$4.73M +$113K +485 +3%
TWP
1863
Tyche Wealth Partners
Texas
$4.72M +$505K +2,170 +12%
CPW
1864
Cove Private Wealth
New York
$4.72M +$302K +1,298 +7%
PPWP
1865
Proquility Private Wealth Partners
Nevada
$4.72M +$3.26K +14 +0.1%
PFA
1866
Pure Financial Advisors
California
$4.71M -$15.4K -66 -0.3%
IIC
1867
Integrated Investment Consultants
Michigan
$4.71M -$4.78M -20,508 -51%
WI
1868
WrapManager Inc
California
$4.7M -$252K -1,083 -5%
KCP
1869
Kera Capital Partners
California
$4.7M +$4.57M +19,600 New
PIP
1870
Peachtree Investment Partners
Florida
$4.69M -$130K -559 -3%
SAI
1871
Savvy Advisors Inc
New York
$4.69M +$1.43M +6,120 +46%
PCM
1872
Poehling Capital Management
Wisconsin
$4.69M -$42.4K -182 -0.9%
Capstone Investment Advisors
1873
Capstone Investment Advisors
New York
$4.66M +$2.15M +9,226 +90%
IP
1874
Investment Partners
Ohio
$4.65M +$143K +615 +3%
RMAM
1875
Raab & Moskowitz Asset Management
New Jersey
$4.65M +$492K +2,111 +12%