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
AWM
2101
Aberdeen Wealth Management
Illinois
$3.63M -$69.9K -300 -2%
I
2102
INVST
Indiana
$3.63M +$22.1K +95 +0.6%
PCP
2103
Proficio Capital Partners
Massachusetts
$3.62M +$1.14M +4,912 +48%
BCI
2104
Blue Capital Inc
Nebraska
$3.61M +$3.51M +15,070 New
BCFD
2105
Boit C.F. David
$3.61M – – –
SPI
2106
Sutton Place Investors
New York
$3.61M +$50.3K +216 +1%
MA
2107
MJP Associates
Connecticut
$3.6M +$126K +541 +4%
EAM
2108
EULAV Asset Management
Florida
$3.6M – – –
BL
2109
Bleichroeder LP
New York
$3.6M – – –
DAM
2110
Delta Asset Management
Tennessee
$3.59M -$58.5K -251 -2%
PWPS
2111
Pinnacle Wealth Planning Services
Ohio
$3.59M -$673K -2,888 -16%
CA
2112
Cornerstone Advisory
Maryland
$3.59M +$95.3K +409 +3%
CF
2113
Convergence Financial
Missouri
$3.58M +$71.5K +307 +2%
NVIM
2114
New Vernon Investment Management
Illinois
$3.57M +$25.3M +108,476 +2,551%
CP
2115
Canopy Partners
Ohio
$3.57M +$689K +2,960 +25%
FFS
2116
Flavin Financial Services
Florida
$3.57M +$3.47M +14,907 New
KF
2117
Krilogy Financial
Missouri
$3.56M +$68.2K +293 +2%
ACM
2118
Accent Capital Management
Ohio
$3.56M +$466 +2 +0%
RHP
2119
Royal Harbor Partners
Texas
$3.56M -$163K -698 -4%
CG
2120
Cynosure Group
Utah
$3.55M -$636K -2,731 -16%
BHA
2121
Beech Hill Advisors
New York
$3.55M -$951K -4,083 -22%
BBNA
2122
Bremer Bank National Association
Minnesota
$3.55M -$333K -1,431 -9%
TAM
2123
Titleist Asset Management
Texas
$3.54M +$307K +1,317 +10%
PWMG
2124
Prestige Wealth Management Group
New Jersey
$3.53M +$72.2K +310 +2%
AMIM
2125
Aull & Monroe Investment Management
Alabama
$3.53M -$134K -575 -4%
83 84
85
86 87

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.