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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
DFA
2076
Delta Financial Advisors
Louisiana
$3.73M +$7.69K +33 +0.2%
AWM
2077
Aprio Wealth Management
Georgia
$3.73M +$286K +1,230 +9%
FCFC
2078
First Commonwealth Financial Corp
Pennsylvania
$3.73M +$301K +1,291 +9%
SWM
2079
Segment Wealth Management
Texas
$3.72M +$40.3K +173 +1%
RAM
2080
Ramirez Asset Management
New York
$3.72M
ATFA
2081
All Terrain Financial Advisors
Minnesota
$3.72M +$41K +176 +1%
CIC
2082
Chilton Investment Company
Connecticut
$3.72M +$16.3K +70 +0.5%
CA
2083
CGN Advisors
Kansas
$3.71M -$608K -2,611 -14%
SAM
2084
Secure Asset Management
Michigan
$3.71M +$19.6K +84 +0.5%
CWIG
2085
Chung Wu Investment Group
Texas
$3.71M +$3.6M +15,467 New
TWM
2086
TriaGen Wealth Management
California
$3.7M -$1.63K -7 -0%
CCG
2087
Chatham Capital Group
Georgia
$3.7M -$6.99K -30 -0.2%
DBIA
2088
Dumont & Blake Investment Advisors
New Jersey
$3.7M -$553K -2,373 -13%
PC
2089
Permanens Capital
New York
$3.7M
MWP
2090
Meriwether Wealth & Planning
Louisiana
$3.69M +$3.58M +15,383 New
RIA
2091
Regal Investment Advisors
Michigan
$3.68M -$257K -1,105 -7%
LIA
2092
LS Investment Advisors
Michigan
$3.67M +$92.9K +399 +3%
IF
2093
Ironwood Financial
Arizona
$3.67M -$1.86K -8 -0.1%
MPWS
2094
McCarter Private Wealth Services
Massachusetts
$3.65M -$61.7K -265 -2%
GWM
2095
GSB Wealth Management
Connecticut
$3.65M -$18.6K -80 -0.5%
PWAM
2096
Pinnacle West Asset Management
Wyoming
$3.65M -$55.9K -240 -2%
UWPG
2097
Ullmann Wealth Partners Group
Florida
$3.64M +$52.9K +227 +2%
SWA
2098
SFMG Wealth Advisors
Texas
$3.64M -$66.1K -284 -2%
AW
2099
Alteri Wealth
California
$3.63M +$3.53M +15,150 New
FIM
2100
FWL Investment Management
Texas
$3.63M +$92K +395 +3%