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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
CWM
1976
Crowley Wealth Management
Delaware
$4.26M +$4.14M +17,786 New
WFAG
1977
Worth Financial Advisory Group
North Carolina
$4.25M -$189K -813 -4%
FTUS
1978
Flow Traders U.S.
New York
$4.24M +$4.12M +17,679 New
RFA
1979
Register Financial Advisors
Georgia
$4.22M -$125K -537 -3%
AW
1980
Apricus Wealth
South Carolina
$4.22M -$626K -2,687 -13%
DA
1981
Dover Advisors
Virginia
$4.22M -$9.55K -41 -0.2%
CS
1982
Crescent Sterling
Louisiana
$4.22M -$163K -701 -4%
IAS
1983
Investment Advisory Services
Texas
$4.22M -$227K -976 -5%
CIP
1984
Convergence Investment Partners
Florida
$4.2M -$760K -3,264 -16%
AFP
1985
Ausdal Financial Partners
Iowa
$4.19M +$2.07M +8,897 +103%
CTC
1986
Cetera Trust Company
Minnesota
$4.19M -$85K -365 -2%
CB
1987
CNB Bank
Pennsylvania
$4.18M -$29.6K -127 -0.7%
3IP
1988
3Chopt Investment Partners
Virginia
$4.18M +$16.1K +69 +0.4%
SMC
1989
Smith, Moore & Co
Missouri
$4.17M -$142K -610 -3%
VCAM
1990
Van Cleef Asset Management
Ohio
$4.17M -$74.3K -319 -2%
HFM
1991
Hartford Funds Management
Pennsylvania
$4.17M +$256K +1,101 +7%
WA
1992
WP Advisors
California
$4.16M +$24.2K +104 +0.6%
GEA
1993
Glen Eagle Advisors
New Jersey
$4.15M +$112K +479 +3%
BMC
1994
Benin Management Corp
Connecticut
$4.14M +$9.32K +40 +0.2%
FBB
1995
Fulton Breakefield Broenniman
Maryland
$4.13M +$241K +1,035 +6%
WC
1996
Weil Company
California
$4.13M -$441K -1,892 -10%
LI
1997
LRI Investments
Florida
$4.13M
NPT
1998
National Philanthropic Trust
Pennsylvania
$4.11M +$988K +4,242 +33%
VBCG
1999
Valley Brook Capital Group
Pennsylvania
$4.11M +$4.19K +18 +0.1%
SC
2000
Sawyer & Company
Massachusetts
$4.09M -$220K -945 -5%