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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
TIA
2226
Traphagen Investment Advisors
New Jersey
$3.17M +$39.4K +169 +1%
GKWIM
2227
Gerber Kawasaki Wealth & Investment Management
California
$3.17M +$48K +206 +2%
CPA
2228
Court Place Advisors
Maryland
$3.15M -$583K -2,501 -16%
DI
2229
DAGCO Inc
Ohio
$3.15M +$297K +1,274 +11%
CWM
2230
Centric Wealth Management
Illinois
$3.14M +$1.39M +5,954 +83%
PF
2231
Prosperitas Financial
California
$3.14M +$105K +451 +4%
HWP
2232
Highline Wealth Partners
California
$3.14M +$5.82K +25 +0.2%
CCFM
2233
Clear Creek Financial Management
Washington
$3.14M -$372K -1,598 -11%
SWMG
2234
Stillwater Wealth Management Group
Florida
$3.13M +$3.04M +13,072 New
FFA
2235
Fragasso Financial Advisors
Pennsylvania
$3.13M +$79.4K +341 +3%
FPWM
2236
FSB Premier Wealth Management
Iowa
$3.13M +$213K +915 +8%
CIM
2237
Chapman Investment Management
California
$3.13M – – –
LWP
2238
LMG Wealth Partners
Louisiana
$3.13M +$21.2K +91 +0.7%
ZB
2239
Zions Bancorporation
Utah
$3.13M +$439K +1,884 +17%
TWM
2240
Tradition Wealth Management
Minnesota
$3.12M +$75.5K +324 +3%
JF
2241
Jump Financial
Illinois
$3.12M +$2.06M +8,840 +212%
SSA
2242
Sierra Summit Advisors
Nevada
$3.12M -$259K -1,114 -8%
UM
2243
Ulysses Management
New York
$3.12M – – –
RWS
2244
Resolute Wealth Strategies
Mississippi
$3.11M -$314K -1,348 -9%
QC
2245
Quent Capital
New York
$3.11M -$19.6K -84 -0.6%
QWP
2246
Quotient Wealth Partners
Texas
$3.11M +$26.1K +112 +0.9%
NPF
2247
Norris Perne & French
Michigan
$3.1M -$18.6K -80 -0.6%
OIA
2248
Optimum Investment Advisors
Illinois
$3.1M -$51K -219 -2%
GS
2249
GWN Securities
Florida
$3.1M +$2.75M +11,823 New
LWMM
2250
Legacy Wealth Management (Mississippi)
Mississippi
$3.09M -$64.1K -275 -2%
88 89
90
91 92

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.