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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
AIC
1951
Archer Investment Corporation
Indiana
$4.36M +$233 +1 +0%
Walleye Capital
1952
Walleye Capital
New York
$4.36M -$8.66M -37,167 -67%
SFG
1953
Snider Financial Group
Washington
$4.35M -$6.99K -30 -0.2%
FFS
1954
Founders Financial Securities
Maryland
$4.34M
TIA
1955
Tiemann Investment Advisors
California
$4.34M -$51.7K -222 -1%
KA
1956
Klingman & Associates
New York
$4.34M -$2.13M -9,158 -34%
OF
1957
Outfitter Financial
Maine
$4.34M -$137K -590 -3%
OAM
1958
Oak Asset Management
California
$4.33M -$35.2K -151 -0.8%
AIM
1959
Aspen Investment Management
Michigan
$4.33M -$33.3K -143 -0.8%
LMKC
1960
L.M. Kohn & Company
Ohio
$4.32M -$3.49K -15 -0.1%
MA
1961
MONECO Advisors
Connecticut
$4.32M +$722K +3,098 +21%
BDS
1962
Banco de Sabadell
Florida
$4.31M +$20.3K +87 +0.5%
AWM
1963
Angeles Wealth Management
California
$4.3M +$746K +3,201 +22%
VWM
1964
Venturi Wealth Management
Texas
$4.3M +$2.05M +8,819 +97%
HDIM
1965
Hanson & Doremus Investment Management
Vermont
$4.29M +$269K +1,153 +7%
AWM
1966
Aries Wealth Management
Maine
$4.29M
BWM
1967
BCGM Wealth Management
Indiana
$4.29M -$590K -2,534 -12%
GPA
1968
Guerra Pan Advisors
New Jersey
$4.29M +$6.99K +30 +0.2%
BPAMU
1969
BTG Pactual Asset Management US
New York
$4.28M +$629K +2,702 +18%
AEPWM
1970
Atlantic Edge Private Wealth Management
Florida
$4.28M +$18.6K +80 +0.5%
MIA
1971
MeadowBrook Investment Advisors
Michigan
$4.27M -$62.2K -267 -1%
SCP
1972
Stamos Capital Partners
California
$4.27M -$2.22M -9,540 -35%
FWM
1973
Forza Wealth Management
Florida
$4.27M +$13.3K +57 +0.3%
CA
1974
Continuum Advisory
Idaho
$4.27M +$61.5K +264 +2%
HFBOT
1975
Home Federal Bank of Tennessee
Tennessee
$4.26M -$111K -475 -3%