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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
NAS
2001
NWF Advisory Services
California
$4.08M -$538K -2,309 -12%
BSA
2002
Bull Street Advisors
Georgia
$4.08M -$20.3K -87 -0.5%
CBT
2003
Central Bank & Trust
Kentucky
$4.07M -$369K -1,586 -9%
PWA
2004
Phoenix Wealth Advisors
North Carolina
$4.07M -$105K -449 -3%
PWG
2005
Portside Wealth Group
Utah
$4.06M +$300K +1,290 +8%
MC
2006
Marest Capital
California
$4.05M +$30.7K +132 +0.8%
CFFP
2007
Center for Financial Planning
Michigan
$4.05M -$125K -536 -3%
WFG
2008
Wills Financial Group
Virginia
$4.04M +$209K +897 +6%
WAM
2009
Wakefield Asset Management
Colorado
$4.04M -$1.4M -5,993 -26%
KF
2010
KKM Financial
Illinois
$4.04M +$149K +640 +4%
CPBTD
2011
Central Pacific Bank - Trust Division
Hawaii
$4.04M -$24.2K -104 -0.6%
CPC
2012
Congress Park Capital
New York
$4.04M -$267K -1,145 -6%
AFA
2013
Antonelli Financial Advisors
Michigan
$4.03M +$3.92M +16,816 New
GPFA
2014
Game Plan Financial Advisors
Ohio
$4.03M +$2.33K +10 +0.1%
EPIME
2015
Evelyn Partners Investment Management (Europe)
$4.02M +$3.91M +16,788 New
TA
2016
Townsend & Associates
Colorado
$4.02M -$83.4K -358 -2%
VFM
2017
Vision Financial Markets
Connecticut
$4.02M +$3.91M +16,775 New
PCM
2018
Princeton Capital Management
New Jersey
$4.02M +$1.41M +6,051 +56%
MWM
2019
Marion Wealth Management
Pennsylvania
$4.01M -$5.59K -24 -0.1%
MSFS
2020
Main Street Financial Solutions
Pennsylvania
$4.01M +$248K +1,063 +7%
OHWP
2021
Oak Harbor Wealth Partners
North Carolina
$4.01M -$16.8K -72 -0.4%
JWM
2022
JPL Wealth Management
Colorado
$4M +$3.89M +16,703 New
SC
2023
Searle & Co
Connecticut
$4M -$67M -287,554 -95%
SW
2024
Simplicity Wealth
New Jersey
$4M -$3.26M -14,004 -46%
MCM
2025
Manchester Capital Management
Vermont
$3.99M -$824K -3,537 -18%
79 80
81
82 83

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.