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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
PCG
2601
PFC Capital Group
California
$2.12M -$9.32K -40 -0.4%
NAMNJ
2602
NorthStar Asset Management (New Jersey)
New Jersey
$2.12M +$40.3K +173 +2%
IF
2603
IRON Financial
Illinois
$2.12M +$233 +1 +0%
RWM
2604
Rezny Wealth Management
Florida
$2.12M +$70.6K +303 +4%
HFS
2605
Howard Financial Services
Texas
$2.12M +$786K +3,373 +62%
PCA
2606
Purkiss Capital Advisors
Connecticut
$2.11M +$2.05M +8,822 New
COCM
2607
Charter Oak Capital Management
New Hampshire
$2.11M +$5.59K +24 +0.3%
SNBOSD
2608
Security National Bank of So Dak
Iowa
$2.11M +$1.18M +5,058 +134%
FRA
2609
Front Row Advisors
California
$2.11M +$13.7K +59 +0.7%
GCC
2610
Game Creek Capital
Massachusetts
$2.11M – – –
OCM
2611
Orion Capital Management
California
$2.11M -$11.6K -50 -0.6%
HFAS
2612
Hummer Financial Advisory Services
Illinois
$2.11M – – –
MIC
2613
Meridian Investment Counsel
California
$2.11M +$462K +1,982 +29%
PA
2614
Prossimo Advisors
California
$2.1M +$7.92K +34 +0.4%
PA
2615
Promethium Advisors
Maryland
$2.1M -$28.9K -124 -1%
MHWM
2616
Montz Harcus Wealth Management
Louisiana
$2.1M +$71K +305 +4%
AA
2617
Addison Advisors
Vermont
$2.1M -$41.5K -178 -2%
VCM
2618
Virtue Capital Management
Tennessee
$2.1M -$14.7K -63 -0.7%
LA
2619
LexAurum Advisors
Kansas
$2.1M +$101K +434 +5%
FNBTCON
2620
First National Bank & Trust Co of Newtown
Pennsylvania
$2.09M -$47.7K -205 -2%
PPP
2621
Private Portfolio Partners
New Jersey
$2.09M +$49.4K +212 +2%
RCM
2622
RMR Capital Management
California
$2.08M – – –
WAL
2623
W Advisors LLC
Tennessee
$2.07M +$10.7K +46 +0.5%
VIPI
2624
Vista Investment Partners II
Indiana
$2.07M +$2.01M +8,649 New
RB
2625
Rodgers Brothers
Pennsylvania
$2.07M -$26.3K -113 -1%
103 104
105
106 107

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.