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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
BC
2326
Belmont Capital
California
$2.81M -$4.19K -18 -0.2%
KSB
2327
Kennebec Savings Bank
Maine
$2.81M -$77.6K -333 -3%
HCM
2328
HMS Capital Management
Tennessee
$2.8M -$5.82K -25 -0.2%
AI
2329
Axecap Investments
Ohio
$2.79M +$226K +972 +9%
RGI
2330
River Global Investors
United Kingdom
$2.79M -$2.09M -8,981 -44%
AA
2331
Auxano Advisors
Washington
$2.79M +$33.1K +142 +1%
AFC
2332
AFT Forsyth & Company
Florida
$2.78M -$45K -193 -2%
WAM
2333
Wernau Asset Management
Massachusetts
$2.78M +$2.7M +11,595 New
HIIFS
2334
Harel Insurance Investments & Financial Services
Israel
$2.77M +$371K +1,595 +16%
MCM
2335
Morton Capital Management
California
$2.77M +$932 +4 +0%
GGA
2336
Granite Group Advisors
Connecticut
$2.77M -$233K -1,001 -8%
SLG
2337
Stanley-Laman Group
Pennsylvania
$2.77M +$31.7K +136 +1%
PH
2338
Pinnacle Holdings
Oklahoma
$2.76M -$171K -733 -6%
CFA
2339
Camarda Financial Advisors
Florida
$2.76M -$55K -236 -2%
TS
2340
TradeWell Securities
Indiana
$2.76M +$2.68M +11,504 New
CTC (Chicago Trading Company)
2341
CTC (Chicago Trading Company)
Illinois
$2.75M -$1.4M -6,001 -34%
TSWM
2342
Tyler-Stone Wealth Management
Ohio
$2.75M +$327K +1,406 +14%
PFWA
2343
Paces Ferry Wealth Advisors
Georgia
$2.75M -$6.75K -29 -0.3%
MCM
2344
Mainstay Capital Management
Michigan
$2.74M +$96.7K +415 +4%
VWM
2345
Vivid Wealth Management
Iowa
$2.74M -$64.8K -278 -2%
PWM
2346
Palumbo Wealth Management
New York
$2.74M +$52.4K +225 +2%
CWM
2347
Cranbrook Wealth Management
Michigan
$2.73M +$43.3K +186 +2%
BWP
2348
BSW Wealth Partners
Colorado
$2.73M -$116K -497 -4%
TSMHT
2349
Thurston Springer Miller Herd & Titak
Indiana
$2.73M +$706K +3,033 +36%
ICP
2350
Interchange Capital Partners
Pennsylvania
$2.73M -$168K -723 -6%
92 93
94
95 96

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.