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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
SC
2576
Savoie Capital
Illinois
$2.19M – – –
EAM
2577
Eukles Asset Management
Ohio
$2.18M +$51K +219 +2%
AB
2578
ANB Bank
Colorado
$2.18M +$2.12M +9,101 New
MCM
2579
Mendel Capital Management
Arkansas
$2.18M +$48K +206 +2%
SFG
2580
Sather Financial Group
Texas
$2.18M -$146K -627 -6%
SGI
2581
Summit Global Investments
Utah
$2.17M -$5.3M -22,764 -72%
BFA
2582
Brown Financial Advisors
Ohio
$2.17M -$38.7K -166 -2%
AA
2583
Altman Advisors
Illinois
$2.17M +$16.3K +70 +0.8%
SIC
2584
Samalin Investment Counsel
New York
$2.16M +$85.2K +366 +4%
APW
2585
Austin Private Wealth
Texas
$2.16M +$38.7K +166 +2%
GFA
2586
Gallagher Fiduciary Advisors
Illinois
$2.16M +$395K +1,696 +23%
FVWA
2587
Foster Victor Wealth Advisors
South Carolina
$2.16M +$18.9K +81 +1%
WSA
2588
Warm Springs Advisors
California
$2.16M +$2.1M +9,004 New
AC
2589
Asio Capital
Kentucky
$2.16M +$36.3K +156 +2%
EWS
2590
Eagle Wealth Strategies
New Jersey
$2.15M -$11.9K -51 -0.6%
BSI
2591
Bennett Selby Investments
Maine
$2.15M +$13.7K +59 +0.7%
CASB
2592
Cape Ann Savings Bank
Massachusetts
$2.15M -$41.9K -180 -2%
DWM
2593
Defined Wealth Management
Oregon
$2.15M +$14K +60 +0.7%
SSA
2594
South Street Advisors
New York
$2.14M -$116K -500 -5%
W
2595
Wealthquest
Ohio
$2.14M +$16.5K +71 +0.8%
CH
2596
Cromwell Holdings
Wyoming
$2.14M – – –
ISWM
2597
Independent Solutions Wealth Management
New York
$2.13M +$6.75K +29 +0.3%
CIA
2598
Citadel Investment Advisory
Ohio
$2.13M -$11.6K -50 -0.6%
EA
2599
Ellsworth Advisors
Ohio
$2.13M +$147K +630 +8%
ACMA
2600
Arbor Capital Management (Alaska)
Alaska
$2.12M -$335K -1,438 -15%
102 103
104
105 106

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.