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JPMorgan Chase
JPM

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: 622 → 798 (+176)

16% more capital invested

Capital invested by funds: $428B → $496B (+$68.2B)

11% more funds holding

Funds holding: 4,201 → 4,664 (+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

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$1.05B
2
BlackRock
BlackRock
New York
+$993M
3
Viking Global Investors
Viking Global Investors
Connecticut
+$878M
4
DZ Bank
DZ Bank
Germany
+$594M
5
UBS AM
UBS AM
Illinois
+$574M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$1.72B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.41B
3
Capital World Investors
Capital World Investors
California
-$1.28B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$724M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$338M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGIM
2476
Pacific Global Investment Management
California
$2.42M -$9.36M -40,202 -80%
PCM
2477
Pointe Capital Management
Michigan
$2.41M -$70.3K -302 -3%
AGP
2478
Aspire Growth Partners
Florida
$2.41M +$2.32M +9,967 New
AFA
2479
AA Financial Advisors
Ohio
$2.41M +$69.9K +300 +3%
LF
2480
LifeSteps Financial
California
$2.41M +$58.2K +250 +3%
LCGC
2481
Legacy Capital Group California
California
$2.41M -$13.5K -58 -0.6%
HAM
2482
Harmony Asset Management
Arizona
$2.41M -$130K -556 -5%
SL
2483
Sentinus LLC
Illinois
$2.41M -$1.86K -8 -0.1%
CA
2484
Carson Advisory
Georgia
$2.41M -$154K -660 -6%
MFC
2485
Morris Financial Concepts
South Carolina
$2.4M +$466 +2 +0%
PWM
2486
Prentice Wealth Management
New York
$2.4M -$15.6K -67 -0.7%
GTAM
2487
Global Trust Asset Management
Florida
$2.4M -$2.33K -10 -0.1%
PWM
2488
Pinnacle Wealth Management
California
$2.39M -$23.1K -99 -1%
MW
2489
MBL Wealth
North Carolina
$2.39M -$148K -634 -6%
WDL
2490
Well Done LLC
Michigan
$2.39M – – –
NME
2491
Notis-McConarty Edward
$2.39M -$121K -520 -5%
MFP
2492
Meridian Financial Partners
Virginia
$2.39M +$19.6K +84 +0.9%
PFT
2493
Providence First Trust
Arizona
$2.39M -$249K -1,071 -10%
WFI
2494
West Family Investments
California
$2.39M -$32.1K -138 -1%
BWM
2495
Bulltick Wealth Management
Florida
$2.38M -$2.3M -9,887 -50%
BTWM
2496
Brass Tax Wealth Management
Ohio
$2.38M -$40.5K -174 -2%
LA
2497
LM Advisors
California
$2.37M -$1.22M -5,251 -35%
BOJHT
2498
Bank of Jackson Hole Trust
Wyoming
$2.37M +$2.3M +9,871 New
CBT
2499
CoreFirst Bank & Trust
Kansas
$2.36M -$64.3K -276 -3%
NL
2500
Navalign LLC
California
$2.36M +$71.7K +308 +3%
98 99
100
101 102

JPM Hedge Fund Activity: Q4 2024 in Review

4,664 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q4 2024, worth a combined $496B — up 16% from $428B a quarter earlier.

Buyers outnumbered sellers: 622 funds opened new JPM positions and 84 closed out — a net gain of 538 holders — while 1,712 added to existing stakes and 1,936 trimmed.

The largest buyer was Northern Trust, adding an estimated $1.05B. The largest seller was International Assets Investment Management, cutting an estimated $1.72B.

  • 4,664 institutional investors held JPMorgan Chase (JPM) as of Q4 2024, up from 4,201 in Q3 2024.
  • Funds reported $496B of JPMorgan Chase stock for Q4 2024, up 16% quarter-over-quarter.
  • 622 funds opened new JPMorgan Chase positions in Q4 2024 and 84 closed out, a net change of +538 holders.
  • The largest JPMorgan Chase buyer in Q4 2024 was Northern Trust, an estimated $1.05B added.
  • The largest JPMorgan Chase seller in Q4 2024 was International Assets Investment Management, an estimated $1.72B sold.

Based on aggregated 13F filings for Q4 2024.