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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
BFO
2176
Biltmore Family Office
North Carolina
$3.35M -$53.8K -231 -2%
SI
2177
Shaker Investments
Ohio
$3.35M -$26.1K -112 -0.8%
CCG
2178
Catalina Capital Group
California
$3.35M +$125K +537 +4%
MLM
2179
Mount Lucas Management
Pennsylvania
$3.34M -$247K -1,062 -7%
TLCM
2180
Twin Lakes Capital Management
California
$3.34M +$9.32K +40 +0.3%
GA
2181
GoalVest Advisory
New York
$3.34M -$66.4K -285 -2%
SN
2182
Sittner & Nelson
Oregon
$3.34M -$217K -932 -6%
BFIC
2183
Bedell Frazier Investment Counselling
California
$3.33M +$31.9K +137 +1%
EHWM
2184
Eads & Heald Wealth Management
Georgia
$3.33M -$146K -628 -4%
AW
2185
Alaethes Wealth
Nevada
$3.33M +$21.4K +92 +0.7%
AT
2186
Arlington Trust
Alabama
$3.33M +$85.7K +368 +3%
GCM
2187
Gladius Capital Management
Illinois
$3.33M -$309K -1,326 -9%
IIL
2188
Insight Inv LLC
California
$3.33M +$147K +631 +5%
GAM
2189
Grandview Asset Management
Pennsylvania
$3.33M -$83.2K -357 -3%
CPWA
2190
Cerro Pacific Wealth Advisors
California
$3.32M -$46.1K -198 -1%
CP
2191
Cornerstone Planning
North Carolina
$3.32M +$3.22M +13,834 New
OP
2192
ORG Partners
Indiana
$3.31M +$449K +1,929 +16%
AWC
2193
Abundance Wealth Counselors
Pennsylvania
$3.3M +$13K +56 +0.4%
PMFA
2194
Plante Moran Financial Advisors
Michigan
$3.3M -$2.23M -9,577 -41%
OBWG
2195
Onyx Bridge Wealth Group
New York
$3.29M -$7.92K -34 -0.2%
MIM
2196
Marshall Investment Management
Colorado
$3.28M +$3.63M +15,568 New
HAG
2197
HF Advisory Group
Maryland
$3.28M +$252K +1,083 +9%
HCM
2198
Highview Capital Management
Illinois
$3.27M +$441K +1,893 +16%
LWA
2199
Lantern Wealth Advisors
New York
$3.26M +$10.7K +46 +0.3%
VAS
2200
Vestmark Advisory Solutions
Massachusetts
$3.26M +$658K +2,825 +26%
86 87
88
89 90

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.