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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
LGA
2301
Lebenthal Global Advisors
New York
$2.89M +$644K +2,764 +30%
RDIA
2302
RE Dickinson Investment Advisors
Iowa
$2.89M – – –
FPCP
2303
Fort Point Capital Partners
California
$2.89M +$103K +444 +4%
PEA
2304
Park Edge Advisors
Ohio
$2.89M +$81.1K +348 +3%
CWA
2305
Canvas Wealth Advisors
Kansas
$2.89M +$48.7K +209 +2%
LC
2306
LCNB Corp
Ohio
$2.88M -$59.2K -254 -2%
FFO
2307
Fortitude Family Office
Arizona
$2.88M +$376K +1,615 +16%
RWP
2308
Revolve Wealth Partners
New Jersey
$2.88M -$113K -484 -4%
EBWM
2309
Eagle Bluffs Wealth Management
Missouri
$2.87M -$141K -606 -5%
PPC
2310
Park Place Capital
Alabama
$2.87M +$286K +1,229 +11%
FNBOH
2311
First National Bank of Hutchinson
Kansas
$2.87M +$436K +1,872 +19%
FFC
2312
First Financial Corp
Indiana
$2.86M +$85.2K +366 +3%
KCPT
2313
Kingstone Capital Partners Texas
Texas
$2.85M +$2.77M +11,912 New
AC
2314
Aldebaran Capital
Indiana
$2.85M – – –
QC
2315
Quantessence Capital
New York
$2.85M +$2.77M +11,905 New
AA
2316
Advisory Alpha
Michigan
$2.85M +$932 +4 +0%
BSAM
2317
Blue Square Asset Management
New York
$2.85M +$66.8K +287 +2%
CCWA
2318
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.85M +$18.6K +80 +0.7%
IWM
2319
Iams Wealth Management
Nebraska
$2.84M +$26.6K +114 +1%
LA
2320
Lindenwold Advisors
Pennsylvania
$2.84M -$73.6K -316 -3%
WMP
2321
Wealth Management Partners
Arizona
$2.83M +$132K +565 +5%
MCP
2322
Martin Capital Partners
Oregon
$2.82M -$3.8M -16,324 -58%
BMWS
2323
Brady Martz Wealth Solutions
North Dakota
$2.82M +$2.65M +11,398 New
BAM
2324
Byrne Asset Management
New Jersey
$2.81M -$87.3K -375 -3%
BAM
2325
BOS Asset Management
Illinois
$2.81M +$68.7K +295 +3%
91 92
93
94 95

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.