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JPMorgan Chase

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: 622798 (+176)

16% more capital invested

Capital invested by funds: $428B → $496B (+$68.2B)

11% more funds holding

Funds holding: 4,2014,664 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
FMP
2376
Financial Management Professionals
Texas
$2.65M +$81.5K +350 +3%
OFS
2377
Orrstown Financial Services
Pennsylvania
$2.64M -$27.3K -117 -1%
WWM
2378
Wolff Wiese Magana
California
$2.64M -$283K -1,216 -10%
LCM
2379
Legato Capital Management
California
$2.63M
VWM
2380
VCI Wealth Management
Missouri
$2.63M +$274K +1,176 +12%
CWA
2381
Consilium Wealth Advisory
Texas
$2.63M -$995K -4,271 -28%
WLPWM
2382
Walled Lake Planning & Wealth Management
Illinois
$2.62M +$601K +2,582 +31%
SFG
2383
Shum Financial Group
California
$2.61M -$81.8K -351 -3%
FWA
2384
FSM Wealth Advisors
Ohio
$2.61M +$85.2K +366 +4%
WCM
2385
WealthBridge Capital Management
Ohio
$2.61M -$25.4K -109 -1%
CAM
2386
Cacti Asset Management
Georgia
$2.61M -$46.6K -200 -2%
ACM
2387
Arcataur Capital Management
Wisconsin
$2.61M -$64.5K -277 -2%
FFA
2388
Fortune Financial Advisors
Kansas
$2.61M +$31K +133 +1%
AIS
2389
American Investment Services
Massachusetts
$2.61M -$154K -661 -6%
HBW
2390
Hazlett, Burt & Watson
West Virginia
$2.61M -$61.3K -263 -2%
CIC
2391
Cornercap Investment Counsel
Georgia
$2.61M -$89.7K -385 -3%
GMFG
2392
Greater Midwest Financial Group
Minnesota
$2.61M +$95.3K +409 +4%
BA
2393
Birinyi Associates
Connecticut
$2.6M -$69.6K -299 -3%
HAIM
2394
Hunter Associates Investment Management
Pennsylvania
$2.6M +$55.7K +239 +2%
SCM
2395
Spreng Capital Management
Ohio
$2.6M -$5.12K -22 -0.2%
FCFC
2396
First Citizens Financial Corp
Iowa
$2.6M +$83.8K +360 +3%
LIM
2397
Letson Investment Management
Georgia
$2.6M -$9.08K -39 -0.4%
PSB
2398
Passumpsic Savings Bank
Vermont
$2.6M +$22.4K +96 +0.9%
VIS
2399
Vega Investment Solutions
France
$2.6M +$2.53M +10,847 New
DAS
2400
DMKC Advisory Services
Iowa
$2.6M +$2.52M +10,840 New

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.