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JPMorgan Chase

3,979 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 453 funds opening new positions, 1,569 increasing their positions, 1,639 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3.31% more ownership

Funds ownership: 70.41%73.72% (+3.3%)

4% less repeat investments, than reductions

Existing positions increased: 1,569 | Existing positions reduced: 1,639

22% less call options, than puts

Call options by funds: $8.1B | Put options by funds: $10.4B

Holders
3,979
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
638
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$8.1B
Puts
$10.4B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
2001
$2.76M
2002
$2.76M
2003
$2.76M
2004
$2.76M
2005
$2.76M
2006
$2.75M
2007
$2.75M
2008
$2.75M
2009
$2.75M
2010
$2.74M
2011
$2.74M
2012
$2.74M
2013
$2.73M
2014
$2.73M
2015
$2.72M
2016
$2.72M
2017
$2.71M
2018
$2.71M
2019
$2.71M
2020
$2.71M
2021
$2.71M
2022
$2.7M
2023
$2.7M
2024
$2.7M
2025
$2.7M