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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
FWP
2251
Falcon Wealth Planning
California
$3.09M +$6.06K +26 +0.2%
GSWM
2252
Golden State Wealth Management
California
$3.09M +$3M +12,871 New
SIA
2253
Schear Investment Advisers
Ohio
$3.08M +$167K +716 +6%
SWMP
2254
Signature Wealth Management Partners
New Jersey
$3.08M +$18.6K +80 +0.6%
WHC
2255
Wulff, Hansen & Co
California
$3.08M -$2.33K -10 -0.1%
MPA
2256
Marvin & Palmer Associates
Delaware
$3.07M -$22.1K -95 -0.7%
WCM
2257
Winthrop Capital Management
Indiana
$3.06M +$139K +597 +5%
BTD
2258
BankPlus Trust Department
Mississippi
$3.06M +$2.98M +12,776 New
PWM
2259
Purus Wealth Management
California
$3.05M +$111K +477 +4%
BB
2260
Burford Brothers
Texas
$3.05M +$10.7K +46 +0.4%
PWC
2261
PYA Waltman Capital
Tennessee
$3.05M +$699 +3 +0%
USB
2262
Union Savings Bank
Connecticut
$3.05M -$59.4K -255 -2%
ILI
2263
Invesco LLC (Illinois)
Illinois
$3.04M +$48.4K +208 +2%
GCC
2264
Guardian Capital (Canada)
Ontario, Canada
$3.04M -$233K -1,000 -7%
AA
2265
Aire Advisors
California
$3.03M +$114K +491 +4%
VWS
2266
Virtus Wealth Solutions
New Jersey
$3.03M +$2.94M +12,621 New
BCM
2267
Birmingham Capital Management
Alabama
$3.02M -$239K -1,027 -8%
AWA
2268
Acorn Wealth Advisors
Michigan
$3.02M -$12.8K -55 -0.4%
MM
2269
Morangie Management
Florida
$3.02M +$2.93M +12,592 New
LCM
2270
LVM Capital Management
Michigan
$3.02M +$5.59K +24 +0.2%
NCM
2271
Neumann Capital Management
California
$3M -$35.4K -152 -1%
PCH
2272
PGIM Custom Harvest
New Jersey
$2.99M -$486K -2,087 -14%
HWA
2273
Heritage Wealth Advisors
Virginia
$2.99M -$38K -163 -1%
RBFC
2274
Roman Butler Fullerton & Co
Missouri
$2.99M -$132K -566 -5%
BST
2275
Bath Savings Trust
Maine
$2.99M -$1.17K -5 -0%
89 90
91
92 93

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.