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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
CIM
2676
Caldwell Investment Management
Ontario, Canada
$1.98M – – –
MCM
2677
Mainstream Capital Management
California
$1.98M +$14.2K +61 +0.7%
SCM
2678
Sunbeam Capital Management
Georgia
$1.98M +$1.92M +8,245 New
AF
2679
Affiance Financial
Minnesota
$1.98M +$169K +725 +10%
HI
2680
Hendershot Investments
Virginia
$1.97M – – –
CAM
2681
CPA Asset Management
Florida
$1.97M – – –
TCB
2682
Texas Capital Bancshares
Texas
$1.97M -$109K -470 -5%
FIM
2683
Freedom Investment Management
Connecticut
$1.97M -$5.36K -23 -0.3%
CFG
2684
Cooper Financial Group
California
$1.97M +$198K +850 +12%
MFG
2685
Monte Financial Group
Connecticut
$1.97M – – –
SIS
2686
Sound Income Strategies
Florida
$1.97M -$140K -600 -7%
WMA
2687
Wealth Management Associates
New Jersey
$1.96M -$10K -43 -0.5%
OWA
2688
One Wealth Advisors
California
$1.96M +$3.49K +15 +0.2%
TIM
2689
Tikehau Investment Management
France
$1.95M +$1.9M +8,140 New
T. Rowe Price Investment Management
2690
T. Rowe Price Investment Management
Maryland
$1.95M -$31.9K -137 -2%
AR
2691
Advisory Research
Illinois
$1.95M -$185K -796 -9%
CS
2692
Capital Square
Tennessee
$1.95M +$102K +436 +6%
GPA
2693
Garrison Point Advisors
California
$1.95M +$220K +944 +13%
TF
2694
Tudor Financial
Ohio
$1.94M +$179K +770 +10%
FCG
2695
Fielder Capital Group
Tennessee
$1.94M -$3.96K -17 -0.2%
CCA
2696
Childress Capital Advisors
Texas
$1.94M -$12.1K -52 -0.6%
OKSA
2697
O'Keefe Stevens Advisory
New York
$1.94M +$246K +1,058 +15%
GA
2698
Geller Advisors
New York
$1.93M – – –
AFG
2699
ABLE Financial Group
Arizona
$1.93M +$5.59K +24 +0.3%
AA
2700
Alesco Advisors
New York
$1.93M +$175K +751 +10%
106 107
108
109 110

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.