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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
MWM
2351
MGB Wealth Management
Texas
$2.72M +$118K +507 +5%
LF
2352
Lee Financial
Texas
$2.71M +$54.3K +233 +2%
CC
2353
Callan Capital
California
$2.71M +$211K +906 +9%
AWA
2354
Amplius Wealth Advisors
Pennsylvania
$2.71M -$249K -1,068 -9%
BTWM
2355
Baker Tilly Wealth Management
Wisconsin
$2.71M +$107K +459 +4%
PWMG
2356
Pinnacle Wealth Management Group
Michigan
$2.7M +$5.82K +25 +0.2%
OIS
2357
Okabena Investment Services
Minnesota
$2.7M +$81.1K +348 +3%
WA
2358
Waddell & Associates
Tennessee
$2.7M -$140K -599 -5%
SJIM
2359
St. Johns Investment Management
Florida
$2.69M +$58.7K +252 +2%
TCWM
2360
Total Clarity Wealth Management
Illinois
$2.69M +$32.4K +139 +1%
SPWM
2361
Schrum Private Wealth Management
Florida
$2.69M +$82.7K +355 +3%
AFM
2362
Aspetuck Financial Management
Connecticut
$2.69M +$2.62M +11,234 New
CFO
2363
CVA Family Office
Colorado
$2.69M +$117K +504 +5%
WPA
2364
West Paces Advisors
Georgia
$2.68M -$45.2K -194 -2%
EB
2365
Exchange Bank
California
$2.68M +$4.89K +21 +0.2%
FI
2366
Finivi Inc
Massachusetts
$2.67M +$119K +510 +5%
CA
2367
Continental Advisors
Utah
$2.67M -$349K -1,500 -12%
TWP
2368
Tempus Wealth Planning
California
$2.67M +$138K +592 +6%
SCG
2369
Sonata Capital Group
Washington
$2.66M +$11.6K +50 +0.5%
AF
2370
Aldebaran Financial
$2.66M +$20K +86 +0.8%
APA
2371
Astoria Portfolio Advisors
New York
$2.66M +$24K +103 +1%
4WM
2372
44 Wealth Management
Oregon
$2.66M -$132K -568 -5%
DI
2373
Diligent Investors
California
$2.65M +$699 +3 +0%
BCG
2374
Breakwater Capital Group
New Jersey
$2.65M -$4.66K -20 -0.2%
NFA
2375
Northern Financial Advisors
Michigan
$2.65M -$52.9K -227 -2%
93 94
95
96 97

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.