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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
PL
2501
Plancorp LLC
Missouri
$2.36M +$317K +1,362 +16%
FW
2502
FullCircle Wealth
Texas
$2.36M -$56.6K -243 -3%
YWS
2503
Yarger Wealth Strategies
Ohio
$2.35M +$84.8K +364 +4%
RSVP
2504
Ramsay Stattman Vela & Price
Colorado
$2.35M +$14.9K +64 +0.7%
DRS
2505
Deane Retirement Strategies
Louisiana
$2.35M +$2.28M +9,790 New
DL
2506
DOHJ LLC
Washington
$2.34M +$96.9K +416 +4%
WCBA
2507
Weaver C. Barksdale & Associates
Tennessee
$2.34M -$58.5K -251 -3%
TRIA
2508
Trail Ridge Investment Advisors
Colorado
$2.34M +$24K +103 +1%
PIA
2509
Pinion Investment Advisors
Kansas
$2.34M -$42.9K -184 -2%
SIG
2510
Sky Investment Group
Connecticut
$2.33M +$3.49K +15 +0.2%
RWA
2511
Redhawk Wealth Advisors
Minnesota
$2.33M -$28.2K -121 -1%
FP
2512
Financial Perspectives
Minnesota
$2.33M +$136K +582 +6%
WW
2513
Waterfront Wealth
Kansas
$2.32M +$73.8K +317 +3%
HWM
2514
Hemington Wealth Management
Virginia
$2.32M +$85K +365 +4%
SRA
2515
Secured Retirement Advisors
Minnesota
$2.32M -$169K -726 -7%
LWM
2516
Lakeridge Wealth Management
Ohio
$2.32M +$4.42K +19 +0.2%
FWM
2517
Forefront Wealth Management
Pennsylvania
$2.32M +$2.25M +9,662 New
BFA
2518
Beacon Financial Advisory
Ohio
$2.31M +$41.9K +180 +2%
TSS
2519
Two Sigma Securities
New York
$2.31M -$10.1M -43,300 -82%
LAIC
2520
Lederer & Associates Investment Counsel
California
$2.31M -$122K -523 -5%
SCA
2521
Sandy Cove Advisors
Massachusetts
$2.3M +$69.6K +299 +3%
AC
2522
Apella Capital
Connecticut
$2.3M +$1.4K +6 +0.1%
YDMI
2523
Y.D. More Investments
Israel
$2.3M +$449K +1,926 +25%
MSWM
2524
McGlone Suttner Wealth Management
Wisconsin
$2.3M +$76.6K +329 +4%
CB
2525
Centennial Bank
Arkansas
$2.3M -$116K -500 -5%
99 100
101
102 103

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.