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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
WC
2051
Waterloo Capital
Texas
$3.88M -$171K -734 -4%
CPIA
2052
Cornell Pochily Investment Advisors
New York
$3.88M -$24.2K -104 -0.6%
EFSCE
2053
Enterprise Financial Services Corp (EFSC)
Missouri
$3.87M +$51.2K +220 +1%
LIM
2054
Loudon Investment Management
New Hampshire
$3.87M -$23.3K -100 -0.6%
PFM
2055
Phillips Financial Management
Indiana
$3.86M +$43.8K +188 +1%
CCT
2056
Capital City Trust
Florida
$3.85M +$532K +2,283 +17%
CFS
2057
Commonwealth Financial Services
West Virginia
$3.85M +$188K +809 +5%
CCG
2058
Ceeto Capital Group
Florida
$3.84M -$290K -1,244 -7%
AG
2059
Algert Global
California
$3.83M +$394K +1,690 +12%
FBT
2060
First Bankers Trust
Kentucky
$3.83M -$31.4K -135 -0.8%
IFWM
2061
Institute for Wealth Management
Colorado
$3.83M -$82.9K -356 -2%
OCM
2062
Orleans Capital Management
Louisiana
$3.82M +$34.9K +150 +1%
TWA
2063
TCI Wealth Advisors
Arizona
$3.82M -$87.3K -375 -2%
GDCM
2064
Galaxy Digital Capital Management
New York
$3.8M +$3.7M +15,865 New
CCA
2065
Criterion Capital Advisors
Tennessee
$3.8M – – –
CIAS
2066
CFS Investment Advisory Services
New Jersey
$3.79M -$40.5K -174 -1%
TPWM
2067
Twelve Points Wealth Management
Massachusetts
$3.77M -$85K -365 -2%
NI
2068
Natural Investments
California
$3.77M +$3.66M +15,734 New
KP
2069
Keel Point
Alabama
$3.77M +$60.1K +258 +2%
CV
2070
Counterweight Ventures
North Carolina
$3.77M +$44.5K +191 +1%
CM
2071
Castleark Management
Illinois
$3.76M -$3.82M -16,400 -51%
NBT
2072
Northwest Bank & Trust
Iowa
$3.75M -$8.85K -38 -0.3%
MC
2073
Martin & Co
Tennessee
$3.74M -$135K -581 -4%
HFP
2074
Holistic Financial Partners
Indiana
$3.73M +$31.2K +134 +0.9%
HVP
2075
Hudson Value Partners
Florida
$3.73M +$134K +577 +4%
81 82
83
84 85

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.