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
CSB
2626
City State Bank
Iowa
$2.07M -$17.5K -75 -0.9%
BWM
2627
Bernard Wealth Management
Michigan
$2.07M +$2.01M +8,631 New
JFA
2628
JNBA Financial Advisors
Minnesota
$2.07M +$20K +86 +1%
AWA
2629
Alta Wealth Advisors
Massachusetts
$2.07M +$35.2K +151 +2%
PWM
2630
Paulson Wealth Management
Illinois
$2.07M -$296K -1,269 -13%
HWM
2631
Hohimer Wealth Management
Washington
$2.07M +$672K +2,886 +50%
ICMM
2632
Integrated Capital Management (Michigan)
Michigan
$2.07M -$8.62K -37 -0.4%
MKC
2633
M. Kraus & Co
Vermont
$2.07M -$32.8K -141 -2%
EFM
2634
Eley Financial Management
Vermont
$2.07M -$28.4K -122 -1%
FNBSF
2635
First National Bank Sioux Falls
South Dakota
$2.06M – – –
TIM
2636
Tortoise Investment Management
New York
$2.06M -$56.1K -241 -3%
MA
2637
MBA Advisors
Pennsylvania
$2.06M -$667K -2,863 -25%
SMA
2638
Seven Mile Advisory
New Jersey
$2.05M +$34.9K +150 +2%
SW
2639
SMART Wealth
Nebraska
$2.05M +$1.08M +4,628 +118%
LWL
2640
Leo Wealth LLC
Texas
$2.05M +$21.9K +94 +1%
MWA
2641
Medallion Wealth Advisors
Connecticut
$2.05M +$1.98M +8,506 New
TC
2642
Trust Company
Kansas
$2.05M +$694K +2,981 +53%
CCMW
2643
Cypress Capital Management (Wyoming)
Wyoming
$2.05M -$99.9K -429 -5%
LB
2644
Legacy Bridge
Iowa
$2.05M – – –
PSFG
2645
Prairie Sky Financial Group
Illinois
$2.05M +$415K +1,783 +26%
RL
2646
Ruffer LLP
United Kingdom
$2.04M -$310K -1,330 -14%
KFSC
2647
Keystone Financial Services (Colorado)
Colorado
$2.04M +$28.2K +121 +1%
AWM
2648
Accel Wealth Management
Iowa
$2.04M -$79.9K -343 -4%
WIA
2649
Westbourne Investment Advisors
Maryland
$2.04M +$24.5K +105 +1%
AIA
2650
Armor Investment Advisors
North Carolina
$2.03M -$242K -1,040 -11%
104 105
106
107 108

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.