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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
NF
1901
Nvest Financial
New Hampshire
$4.57M +$349K +1,497 +9%
SLT
1902
St Louis Trust
Missouri
$4.56M
ITC
1903
Inspire Trust Company
Nevada
$4.55M -$72K -309 -2%
1WA
1904
180 Wealth Advisors
Washington
$4.55M -$78.3K -336 -2%
AWA
1905
Aaron Wealth Advisors
Illinois
$4.55M +$120K +517 +3%
EFG
1906
Ethos Financial Group
Pennsylvania
$4.55M +$145K +624 +3%
PPG
1907
Peak Planning Group
Colorado
$4.54M +$32.1K +138 +0.7%
MIM
1908
Miller Investment Management
Pennsylvania
$4.54M
LCM
1909
Leisure Capital Management
California
$4.54M -$37K -159 -0.8%
SIP
1910
Stoneridge Investment Partners
Pennsylvania
$4.54M -$2.34M -10,048 -35%
WPC
1911
White Pine Capital
Minnesota
$4.53M -$932 -4 -0%
QWM
1912
Quadcap Wealth Management
Texas
$4.53M -$217K -931 -5%
SWM
1913
Sugarloaf Wealth Management
Georgia
$4.53M -$689K -2,958 -14%
MCA
1914
Magnolia Capital Advisors
Mississippi
$4.53M +$1.59M +6,812 +56%
GIM
1915
Gold Investment Management
Alberta, Canada
$4.53M -$71K -305 -2%
TP
1916
Tranquility Partners
Tennessee
$4.52M -$9.08K -39 -0.2%
HW
1917
Hedeker Wealth
Illinois
$4.52M -$27.9K -120 -0.6%
CH
1918
Canton Hathaway
Rhode Island
$4.52M -$11.6K -50 -0.3%
MTIC
1919
Missouri Trust & Investment Company
Missouri
$4.51M -$21.7K -93 -0.5%
CFM
1920
Catalyst Funds Management
Australia
$4.51M -$23.3K -100 -0.5%
SDWIA
1921
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$4.5M +$65.4K +281 +2%
TCPW
1922
Twin City Private Wealth
North Carolina
$4.5M -$27.7K -119 -0.6%
AWM
1923
Affinity Wealth Management
Delaware
$4.48M +$170K +728 +4%
ATWA
1924
Arbor Trust Wealth Advisors
Michigan
$4.48M -$32.1K -138 -0.7%
AIC
1925
Argus Investors Counsel
New York
$4.47M -$279K -1,199 -6%