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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
NAS
2001
NWF Advisory Services
California
$4.08M -$538K -2,309 -12%
BSA
2002
Bull Street Advisors
Georgia
$4.08M -$20.3K -87 -0.5%
CBT
2003
Central Bank & Trust
Kentucky
$4.07M -$369K -1,586 -9%
PWA
2004
Phoenix Wealth Advisors
North Carolina
$4.07M -$105K -449 -3%
PWG
2005
Portside Wealth Group
Utah
$4.06M +$300K +1,290 +8%
MC
2006
Marest Capital
California
$4.05M +$30.7K +132 +0.8%
CFFP
2007
Center for Financial Planning
Michigan
$4.05M -$125K -536 -3%
WFG
2008
Wills Financial Group
Virginia
$4.04M +$209K +897 +6%
WAM
2009
Wakefield Asset Management
Colorado
$4.04M -$1.4M -5,993 -26%
KF
2010
KKM Financial
Illinois
$4.04M +$149K +640 +4%
CPBTD
2011
Central Pacific Bank - Trust Division
Hawaii
$4.04M -$24.2K -104 -0.6%
CPC
2012
Congress Park Capital
New York
$4.04M -$267K -1,145 -6%
AFA
2013
Antonelli Financial Advisors
Michigan
$4.03M +$3.92M +16,816 New
GPFA
2014
Game Plan Financial Advisors
Ohio
$4.03M +$2.33K +10 +0.1%
EPIME
2015
Evelyn Partners Investment Management (Europe)
$4.02M +$3.91M +16,788 New
TA
2016
Townsend & Associates
Colorado
$4.02M -$83.4K -358 -2%
VFM
2017
Vision Financial Markets
Connecticut
$4.02M +$3.91M +16,775 New
PCM
2018
Princeton Capital Management
New Jersey
$4.02M +$1.41M +6,051 +56%
MWM
2019
Marion Wealth Management
Pennsylvania
$4.01M -$5.59K -24 -0.1%
MSFS
2020
Main Street Financial Solutions
Pennsylvania
$4.01M +$248K +1,063 +7%
OHWP
2021
Oak Harbor Wealth Partners
North Carolina
$4.01M -$16.8K -72 -0.4%
JWM
2022
JPL Wealth Management
Colorado
$4M +$3.89M +16,703 New
SC
2023
Searle & Co
Connecticut
$4M -$67M -287,554 -95%
SW
2024
Simplicity Wealth
New Jersey
$4M -$3.26M -14,004 -46%
MCM
2025
Manchester Capital Management
Vermont
$3.99M -$824K -3,537 -18%