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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
PCMN
2151
Paradigm Capital Management (Nevada)
Nevada
$3.43M -$9.08K -39 -0.3%
SP
2152
SWS Partners
Ohio
$3.43M -$50.3K -216 -1%
JWM
2153
Jeppson Wealth Management
California
$3.42M -$4.42K -19 -0.1%
FDS
2154
First Dallas Securities
Texas
$3.42M -$11.6K -50 -0.3%
RCA
2155
Ranch Capital Advisors
Florida
$3.42M +$21K +90 +0.6%
IIA
2156
Integral Investment Advisors
California
$3.41M +$22.1K +95 +0.7%
EPIMS
2157
Evelyn Partners Investment Management Services
$3.41M +$3.32M +14,245 New
SEP
2158
Southland Equity Partners
Missouri
$3.41M +$321K +1,377 +11%
EAM
2159
Empirical Asset Management
Massachusetts
$3.41M +$44.3M +190,011 +863%
GI
2160
GS Investments
Minnesota
$3.41M -$138K -593 -4%
Two Sigma Investments
2161
Two Sigma Investments
New York
$3.4M – – –
GIM
2162
Generali Investments Management
Slovenia
$3.4M +$3.31M +14,192 New
KNW
2163
Kesler Norman & Wride
Utah
$3.4M +$529K +2,270 +19%
MCM
2164
Monument Capital Management
Virginia
$3.4M +$25.2K +108 +0.8%
BFW
2165
Brady Family Wealth
Missouri
$3.4M -$14.2K -61 -0.4%
KJWM
2166
Kiley Juergens Wealth Management
Washington
$3.39M -$14K -60 -0.4%
CFG
2167
Chapman Financial Group
Hawaii
$3.39M +$3.29M +14,127 New
GP
2168
Greenline Partners
New York
$3.38M -$40.1K -172 -1%
CUAMC
2169
China Universal Asset Management Company
China
$3.38M +$878K +3,768 +37%
LI
2170
Lafayette Investments
Maryland
$3.37M -$5.82K -25 -0.2%
AM
2171
Account Management
Massachusetts
$3.37M -$1.3M -5,602 -28%
HCCM
2172
Hudson Canyon Capital Management
New York
$3.37M -$39.4K -169 -1%
JJBC
2173
James J. Burns & Company
New York
$3.36M +$1.56M +6,680 +91%
OC
2174
Optimas Capital
Hong Kong
$3.36M +$3.26M +14,000 New
BI
2175
Ballast Inc
Kentucky
$3.35M -$101K -434 -3%
85 86
87
88 89

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.