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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
SPC
1876
Spirepoint Private Client
Florida
$4.65M +$527K +2,262 +13%
SWM
1877
Sculati Wealth Management
Michigan
$4.64M -$86.2K -370 -2%
RP
1878
Raelipskie Partnership
Ontario, Canada
$4.64M +$24.2K +104 +0.5%
MC
1879
Mirabaud & Cie
Switzerland
$4.64M -$205K -880 -4%
LWM
1880
Lodestone Wealth Management
Washington
$4.64M -$515K -2,209 -10%
HCM
1881
Huber Capital Management
California
$4.63M
OC
1882
Opinicus Capital
Florida
$4.63M -$35.4K -152 -0.8%
RDFA
1883
Ritter Daniher Financial Advisory
Ohio
$4.63M -$63.1K -271 -1%
BIG
1884
Brooklyn Investment Group
New York
$4.63M +$187K +804 +4%
AP
1885
Adero Partners
California
$4.62M +$110K +472 +3%
CFP
1886
Catalyst Financial Partners
Massachusetts
$4.62M +$59.6K +256 +1%
HIC
1887
Harvey Investment Company
Kentucky
$4.62M
TFA
1888
Trinity Financial Advisors
Ohio
$4.62M -$42.6K -183 -0.9%
AO
1889
Advisor OS
Illinois
$4.61M +$186K +800 +4%
LJCM
1890
Lee Johnson Capital Management
Texas
$4.61M +$72.2K +310 +2%
FIC
1891
FCG Investment Company
Tennessee
$4.61M +$238K +1,021 +6%
MFA
1892
Mayflower Financial Advisors
Massachusetts
$4.6M -$42.2K -181 -0.9%
WA
1893
Wasatch Advisors
Utah
$4.6M -$241K -1,036 -5%
OFS
1894
OneAscent Financial Services
Alabama
$4.6M +$504K +2,164 +13%
FFS
1895
Fischer Financial Services
Pennsylvania
$4.6M +$4.47M +19,173 New
AAP
1896
Arax Advisory Partners
Colorado
$4.59M +$2.23M +9,559 +100%
GIM
1897
Guardian Investment Management
California
$4.59M -$116K -500 -3%
GS
1898
GTS Securities
New York
$4.59M +$3.03M +13,029 +214%
WP
1899
WMS Partners
Maryland
$4.58M -$273K -1,172 -6%
ACM
1900
Aljian Capital Management
Nevada
$4.57M -$47.5K -204 -1%