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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
CAM
2276
Cozad Asset Management
Illinois
$2.98M +$88.5K +380 +3%
YP
2277
YANKCOM Partnership
South Dakota
$2.98M +$2.89M +12,424 New
MHIC
2278
Marble Harbor Investment Counsel
Massachusetts
$2.97M -$16.8K -72 -0.6%
CCWM
2279
Correct Capital Wealth Management
Missouri
$2.97M +$167K +718 +6%
ACM
2280
Allred Capital Management
Texas
$2.97M -$267K -1,147 -8%
LCM
2281
Landscape Capital Management
New Jersey
$2.97M -$2.18M -9,344 -43%
ZF
2282
Zhang Financial
Michigan
$2.96M +$378K +1,622 +15%
VNA
2283
Valley National Advisers
Pennsylvania
$2.96M -$115K -495 -4%
PBK
2284
Peoples Bank (Kansas)
Kansas
$2.96M -$43.6K -187 -1%
SEEDPG
2285
S.E.E.D. Planning Group
New York
$2.96M -$144K -617 -5%
MEG
2286
Millstone Evans Group
Colorado
$2.96M +$2.87M +12,340 New
IWS
2287
Insight Wealth Strategies
California
$2.95M -$18.2K -78 -0.6%
BFG
2288
Berger Financial Group
Minnesota
$2.95M +$26.6K +114 +0.9%
GCA
2289
Gallagher Capital Advisors
Texas
$2.94M +$2.86M +12,281 New
AGAM
2290
Audent Global Asset Management
California
$2.94M +$1.37M +5,869 +92%
OCPWS
2291
One Charles Private Wealth Services
Massachusetts
$2.94M +$17.5K +75 +0.6%
EG
2292
Ellerson Group
Maryland
$2.93M -$118K -506 -4%
CMANY
2293
Capital Management Associates (New York)
New York
$2.92M -$192K -826 -6%
Aristotle Capital Management
2294
Aristotle Capital Management
California
$2.92M -$7.92K -34 -0.3%
FFG
2295
Fortem Financial Group
California
$2.92M +$77.6K +333 +3%
NHC
2296
Nicholas Hoffman & Company
Georgia
$2.91M -$180K -774 -6%
USWG
2297
U.S. Wealth Group
New York
$2.91M +$2.83M +12,143 New
FA
2298
Financial Advisors
Massachusetts
$2.91M – – –
MCWA
2299
Meadow Creek Wealth Advisors
Georgia
$2.9M -$83.6K -359 -3%
BWM
2300
BlackDiamond Wealth Management
New York
$2.9M +$82.5K +354 +3%
90 91
92
93 94

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.