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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
AAM
1926
Aureus Asset Management
Massachusetts
$4.47M +$314K +1,350 +8%
HDA
1927
Harold Davidson & Associates
California
$4.47M +$4.34M +18,637 New
PSB
1928
Piscataqua Savings Bank
New Hampshire
$4.47M -$125K -538 -3%
OFA
1929
Oak Family Advisors
Illinois
$4.46M +$44.3K +190 +1%
MIM
1930
Moseley Investment Management
Florida
$4.46M +$47.7K +205 +1%
DA
1931
Denali Advisors
California
$4.45M -$93.2K -400 -2%
UAG
1932
United Advisor Group
Ohio
$4.45M +$37.7K +162 +0.9%
LIP
1933
Lighthouse Investment Partners
Florida
$4.44M +$4.31M +18,521 New
HA
1934
Huntleigh Advisors
Missouri
$4.44M +$4.31M +18,505 New
GLA
1935
Good Life Advisors
Pennsylvania
$4.43M -$202K -867 -4%
1WM
1936
1900 Wealth Management
Texas
$4.42M -$568K -2,437 -12%
ODG
1937
O'Dell Group
Ohio
$4.42M -$234K -1,006 -5%
PWCM
1938
Processus Wealth & Capital Management
Tennessee
$4.41M -$139K -598 -3%
HP
1939
Holowesko Partners
Bahamas
$4.41M
BB
1940
Bell Bank
North Dakota
$4.41M +$83.6K +359 +2%
CAM
1941
Chesapeake Asset Management
New York
$4.4M -$15.8K -68 -0.4%
HBT
1942
Heartland Bank & Trust
Illinois
$4.4M -$158K -678 -4%
SAM
1943
Sawgrass Asset Management
Florida
$4.4M -$176K -755 -4%
WC
1944
Wynn Capital
Georgia
$4.38M -$135K -579 -3%
WAG
1945
Winthrop Advisory Group
Massachusetts
$4.38M +$262K +1,124 +7%
AIA
1946
Affinity Investment Advisors
California
$4.37M -$1.84M -7,886 -30%
MG
1947
Mather Group
Illinois
$4.37M +$59.6K +256 +1%
FUBT
1948
First United Bank & Trust
Maryland
$4.36M -$26.6K -114 -0.6%
GFG
1949
Goldstone Financial Group
Illinois
$4.36M -$101K -435 -2%
BHBT
1950
Burke & Herbert Bank & Trust
Virginia
$4.36M -$35.4K -152 -0.8%