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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
BIA
2401
Bigelow Investment Advisors
Maine
$2.6M -$139K -598 -5%
GC
2402
Gilbert & Cook
Iowa
$2.59M +$40.1K +172 +2%
BWA
2403
Blodgett Wealth Advisors
California
$2.58M -$116K -499 -4%
HNWAG
2404
High Net Worth Advisory Group
Florida
$2.58M -$416K -1,787 -14%
HNB
2405
Hilltop National Bank
Wyoming
$2.58M -$45.2K -194 -2%
SSA
2406
Schonfeld Strategic Advisors
New York
$2.58M -$950K -4,080 -28%
HC
2407
Hara Capital
Washington
$2.56M +$1.25M +5,346 +100%
SAMT
2408
Select Asset Management & Trust
Pennsylvania
$2.56M – – –
TGAM
2409
TBH Global Asset Management
Tennessee
$2.55M +$25.6K +110 +1%
FBT
2410
First Bank & Trust
South Dakota
$2.55M -$22.1K -95 -0.9%
6F
2411
626 Financial
Michigan
$2.55M -$52.2K -224 -2%
BWP
2412
Balboa Wealth Partners
Arizona
$2.55M +$14.2K +61 +0.6%
SWM
2413
Shepherd Wealth Management
Ohio
$2.54M +$2.47M +10,614 New
SFWA
2414
Summit Financial Wealth Advisors
Louisiana
$2.54M -$10.5K -45 -0.5%
CFS
2415
CRA Financial Services
New Jersey
$2.54M +$106K +457 +5%
KMWM
2416
Keudell/Morrison Wealth Management
Oregon
$2.54M -$13K -56 -0.5%
FA
2417
Faithward Advisors
Pennsylvania
$2.54M -$164K -702 -6%
TAM
2418
Trillium Asset Management
Massachusetts
$2.54M -$73.4K -315 -3%
CW
2419
Channel Wealth
California
$2.54M -$755K -3,240 -23%
CWM
2420
Chesapeake Wealth Management
Virginia
$2.54M -$47K -202 -2%
WCM
2421
Windsor Capital Management
Arizona
$2.54M -$106K -456 -4%
PL
2422
Perpetual Ltd
Australia
$2.54M -$205K -881 -8%
CGA
2423
Crescent Grove Advisors
Illinois
$2.54M +$417K +1,791 +20%
CA
2424
Corrado Advisors
New Jersey
$2.53M -$497K -2,133 -17%
STAS
2425
Strong Tower Advisory Services
Minnesota
$2.53M +$82.9K +356 +3%
95 96
97
98 99

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.