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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
NCM
2826
Northside Capital Management
Oregon
$1.68M +$58.2K +250 +4%
MGM
2827
Miura Global Management
New York
$1.68M +$1.63M +7,000 New
RWPA
2828
Richard W. Paul & Associates
Michigan
$1.68M -$87.1K -374 -5%
SCA
2829
Sippican Capital Advisors
Massachusetts
$1.67M – – –
LJHT
2830
Laurie J. Hall Trustee
$1.67M -$222K -955 -12%
AIM
2831
ARGA Investment Management
Connecticut
$1.67M – – –
TWPM
2832
Total Wealth Planning & Management
Florida
$1.66M +$1.62M +6,940 New
HWA
2833
Heartwood Wealth Advisors
Virginia
$1.66M +$6.52K +28 +0.4%
AA
2834
AJ Advisors
Tennessee
$1.66M -$57.3K -246 -3%
AWA
2835
AGH Wealth Advisors
Kansas
$1.66M +$1.61M +6,926 New
MWPCG
2836
Measured Wealth Private Client Group
New Hampshire
$1.65M +$94.8K +407 +6%
RFG
2837
RFP Financial Group
Georgia
$1.65M – – –
NJIM
2838
Nabity-Jensen Investment Management
Nebraska
$1.65M -$5.82K -25 -0.4%
BA
2839
BCM Advisors
Louisiana
$1.65M – – –
EFL
2840
ERn Financial LLC
Wisconsin
$1.65M +$75.2K +323 +5%
SI
2841
Severin Investments
Missouri
$1.65M +$1.6M +6,867 New
SDWMA
2842
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.65M – – –
GHAM
2843
Gilman Hill Asset Management
Connecticut
$1.64M -$75.7K -325 -5%
SW
2844
Solidarity Wealth
Utah
$1.64M -$2.1K -9 -0.1%
SNBOSCI
2845
Security National Bank of Sioux City Iowa
Iowa
$1.64M +$464K +1,994 +41%
RWM
2846
Riverbend Wealth Management
South Carolina
$1.64M +$1.58M +6,799 New
KFA
2847
Kelleher Financial Advisors
New York
$1.63M +$39.8K +171 +3%
VCM
2848
Viewpoint Capital Management
Washington
$1.63M +$1.4K +6 +0.1%
WC
2849
Winmill & Co
New York
$1.63M – – –
LF
2850
Lantz Financial
Illinois
$1.63M +$4.66K +20 +0.3%
112 113
114
115 116

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.