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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
OIM
2426
Oder Investment Management
California
$2.53M -$49.1K -211 -2%
SWK
2427
Stephen W. Kidder
$2.53M +$31K +133 +1%
VC
2428
Vicus Capital
Pennsylvania
$2.53M +$244K +1,046 +11%
CWS
2429
Cypress Wealth Services
California
$2.52M +$127K +544 +5%
SFS
2430
Summit Financial Strategies
Ohio
$2.52M -$53.8K -231 -2%
KFA
2431
Kapstone Financial Advisors
Ohio
$2.51M -$80.4K -345 -4%
MLA
2432
My Legacy Advisors
Oregon
$2.51M +$65K +279 +3%
WA
2433
Wealth Architects
California
$2.51M +$13.7K +59 +0.6%
LFP
2434
Lakeshore Financial Planning
Michigan
$2.51M -$62.7K -269 -3%
SI
2435
Saxon Interests
Texas
$2.51M +$195K +836 +9%
SIM
2436
Sentry Investment Management
Wisconsin
$2.51M -$680K -2,920 -22%
PBO
2437
Peoples Bank (Ohio)
Ohio
$2.5M -$453K -1,945 -16%
VIP
2438
Vista Investment Partners
Oklahoma
$2.5M -$64.5K -277 -3%
CAL
2439
Capital Advisors Ltd
Ohio
$2.5M +$6.99K +30 +0.3%
HTHT
2440
Hemenway Trust Hemenway Trust
New Hampshire
$2.5M -$27.5K -118 -1%
1IA
2441
1620 Investment Advisors
Massachusetts
$2.49M -$40.5K -174 -2%
ICM
2442
IMS Capital Management
Oregon
$2.49M -$9.32K -40 -0.4%
IIM
2443
InTrack Investment Management
Vermont
$2.49M -$114K -490 -5%
EWM
2444
Evergreen Wealth Management
Michigan
$2.49M +$46.1K +198 +2%
ACL
2445
Applied Capital LLC
Florida
$2.48M -$16.3K -70 -0.7%
SVCP
2446
Silicon Valley Capital Partners
California
$2.48M +$45.2K +194 +2%
GCM
2447
GKV Capital Management
California
$2.48M +$2.41M +10,358 New
SCI
2448
Stableford Capital II
Arizona
$2.48M -$43.1K -185 -2%
OHWA
2449
Oak Hill Wealth Advisors
Virginia
$2.48M +$2.41M +10,332 New
TIA
2450
Trust Investment Advisors
Indiana
$2.48M +$102K +439 +4%
96 97
98
99 100

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.