We are live on ! Find out more
JPM icon

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
GWA
2526
GGM Wealth Advisors
Maryland
$2.29M +$64.1K +275 +3%
MPW
2527
Monterey Private Wealth
California
$2.29M +$374K +1,605 +20%
PWP
2528
Precedent Wealth Partners
Texas
$2.29M +$70.1K +301 +3%
NA
2529
Navellier & Associates
Nevada
$2.29M +$210K +900 +10%
B
2530
Birchbrook
Maine
$2.29M -$52.9K -227 -2%
TA
2531
TKG Advisors
Indiana
$2.28M -$492K -2,111 -20%
WP
2532
Westmount Partners
California
$2.28M -$110K -473 -5%
EB
2533
Emprise Bank
Kansas
$2.28M -$147K -632 -6%
VIA
2534
Victrix Investment Advisors
Florida
$2.28M +$2.21M +9,506 New
ECM
2535
Eisler Capital Management
United Kingdom
$2.27M +$2.21M +9,469 New
DBG
2536
De Burlo Group
Massachusetts
$2.27M -$34.9K -150 -2%
PCS
2537
Personal CFO Solutions
New Jersey
$2.27M -$51.5K -221 -2%
TCM
2538
Towercrest Capital Management
Pennsylvania
$2.27M -$9.32K -40 -0.4%
WWP
2539
WR Wealth Planners
Missouri
$2.27M -$42.9K -184 -2%
CA
2540
Cannon Advisors
North Carolina
$2.27M -$75.7K -325 -3%
IJWM
2541
Inman Jager Wealth Management
Mississippi
$2.26M +$2.2M +9,446 New
PWAM
2542
Papamarkou Wellner Asset Management
New York
$2.26M +$2.2M +9,446 New
AGP
2543
Autumn Glory Partners
Texas
$2.26M -$702K -3,015 -24%
RIM
2544
RW Investment Management
Idaho
$2.26M +$8.38K +36 +0.4%
RCM
2545
Raleigh Capital Management
North Carolina
$2.26M -$80.1K -344 -4%
GFPC
2546
Global Financial Private Client
Florida
$2.25M +$456K +1,957 +26%
MCI
2547
MRP Capital Investments
Georgia
$2.24M +$3.96K +17 +0.2%
FCB
2548
First County Bank
Connecticut
$2.24M -$502K -2,154 -19%
JF
2549
JSF Financial
California
$2.24M +$2.79K +12 +0.1%
BWA
2550
Bordeaux Wealth Advisors
California
$2.24M +$55.4K +238 +3%
100 101
102
103 104

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.