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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
WCM
2551
Washington Capital Management
Washington
$2.24M -$29.1K -125 -1%
DWM
2552
Drive Wealth Management
Utah
$2.24M -$81.3K -349 -4%
AA
2553
Alta Advisers
United Kingdom
$2.24M +$332K +1,424 +18%
BIA
2554
BHK Investment Advisors
Alabama
$2.24M -$211K -904 -9%
GWM
2555
Gray Wealth Management
Maine
$2.23M +$43.3K +186 +2%
SFM
2556
Signet Financial Management
New Jersey
$2.23M -$48.7K -209 -2%
SFS
2557
Stiles Financial Services
Minnesota
$2.23M +$77.3K +332 +4%
MTWM
2558
Masso Torrence Wealth Management
New Jersey
$2.23M +$19.3K +83 +0.9%
PIA
2559
Perennial Investment Advisors
California
$2.23M +$18.9K +81 +0.9%
FCAS
2560
First Command Advisory Services
Texas
$2.22M +$36.8K +158 +2%
DA
2561
Drake & Associates
Wisconsin
$2.22M +$558K +2,395 +42%
ANC
2562
Ames National Corp
Iowa
$2.22M +$2.16M +9,260 New
AIIMS
2563
Analyst IMS Investment Management Services
Israel
$2.22M +$357K +1,532 +20%
KLWA
2564
Kelly Lawrence W & Associates
California
$2.22M +$32.6K +140 +2%
RTC
2565
Riverview Trust Company
Washington
$2.21M -$4.89K -21 -0.2%
SSWM
2566
Strait & Sound Wealth Management
California
$2.21M -$5.12K -22 -0.2%
TB
2567
Terril Brothers
Missouri
$2.21M +$41.7K +179 +2%
SFS
2568
Solitude Financial Services
Virginia
$2.21M +$48K +206 +2%
MFG
2569
Mosaic Financial Group
Illinois
$2.21M -$102K -438 -5%
LCM
2570
Lazari Capital Management
California
$2.21M +$16.1K +69 +0.8%
OPOWM
2571
One Plus One Wealth Management
Florida
$2.21M – – –
CPRC
2572
Consolidated Portfolio Review Corp
New York
$2.2M +$985K +4,231 +86%
CF
2573
Claris Financial
Virginia
$2.2M +$2.13M +9,157 New
SAM
2574
Summit Asset Management
Tennessee
$2.2M +$46.6K +200 +2%
UCB
2575
United Community Bank
South Carolina
$2.19M -$82.5K -354 -4%
101 102
103
104 105

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.