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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
TPW
2126
Turn8 Private Wealth
$3.52M +$3.42M +14,690 New
VRM
2127
Vectors Research Management
New York
$3.52M -$443K -1,901 -11%
BBP
2128
Banco BTG Pactual
Brazil
$3.52M +$2.88M +12,369 +543%
CWA
2129
Crux Wealth Advisors
California
$3.51M +$3.41M +14,657 New
WCM
2130
Weik Capital Management
Pennsylvania
$3.51M -$58.7K -252 -2%
KA
2131
KLCM Advisors
Wisconsin
$3.51M +$176K +754 +5%
WCM
2132
Weaver Capital Management
Georgia
$3.5M -$71.7K -308 -2%
PHS
2133
Pekin Hardy Strauss
Illinois
$3.5M -$194K -834 -5%
CAIM
2134
Catherine Avery Investment Management
Florida
$3.49M +$3.39M +14,576 New
CHJWM
2135
Carlton Hofferkamp & Jenks Wealth Management
Texas
$3.49M -$6.75K -29 -0.2%
JHCP
2136
Jackson Hole Capital Partners
Oklahoma
$3.48M -$23.3K -100 -0.7%
RMP
2137
Richards, Merrill & Peterson
Washington
$3.48M +$3.38M +14,517 New
REMPR
2138
Roof Eidam Maycock Peralta (REMP)
California
$3.47M -$317K -1,360 -9%
MFS
2139
Mattson Financial Services
Michigan
$3.47M -$447K -1,918 -10%
BCM
2140
Beck Capital Management
Texas
$3.47M +$35.2K +151 +1%
BCM
2141
Boltwood Capital Management
California
$3.46M +$9.32K +40 +0.3%
RA
2142
Rockingstone Advisors
Massachusetts
$3.46M +$42.6K +183 +1%
MLA
2143
MB, Levis & Associates
Pennsylvania
$3.45M -$19.6K -84 -0.6%
HIMS
2144
Hager Investment Management Services
New Hampshire
$3.45M +$3.35M +14,390 New
BFA
2145
Benedict Financial Advisors
Georgia
$3.45M +$98.1K +421 +3%
AGWCA
2146
Annis Gardner Whiting Capital Advisors
Florida
$3.44M -$64.5K -277 -2%
CRI
2147
Colonial River Investments
Virginia
$3.44M +$117K +502 +4%
GSC
2148
G&S Capital
Colorado
$3.44M -$150K -642 -4%
OWM
2149
Orca Wealth Management
Florida
$3.44M +$3.34M +14,349 New
HIC
2150
Hartline Investment Corp
Illinois
$3.44M +$65.9K +283 +2%
84 85
86
87 88

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.