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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
AFM
2451
Armstrong Fleming & Moore
District of Columbia
$2.47M – – –
HWA
2452
HHM Wealth Advisors
Tennessee
$2.47M +$853K +3,664 +55%
CPC
2453
Cookson Peirce & Co
Pennsylvania
$2.47M +$517K +2,219 +28%
OLA
2454
Oliver Luxxe Assets
New Jersey
$2.46M +$1.27M +5,446 +99%
CG
2455
CFO4Life Group
Texas
$2.46M +$50.5K +217 +2%
FF
2456
Farrow Financial
Vermont
$2.46M -$101K -433 -4%
MPCG
2457
Matrix Private Capital Group
New York
$2.46M – – –
DLHL
2458
Donald L. Hagan LLC
Florida
$2.46M -$114K -491 -5%
SA
2459
Sovran Advisors
California
$2.45M +$2.31M +9,902 New
GWCM
2460
Godshalk Welsh Capital Management
Pennsylvania
$2.45M -$29.1K -125 -1%
CAWM
2461
Capital Advisors Wealth Management
Washington
$2.45M +$406K +1,741 +21%
MAM
2462
MWA Asset Management
Massachusetts
$2.45M -$8.38K -36 -0.4%
PAM
2463
PCG Asset Management
New Jersey
$2.45M +$2.38M +10,206 New
NWAG
2464
Net Worth Advisory Group
Utah
$2.44M -$3.03K -13 -0.1%
MTC
2465
Matrix Trust Company
Colorado
$2.44M +$10K +43 +0.4%
MCC
2466
Money Concepts Capital
Florida
$2.44M -$282K -1,212 -11%
EWM
2467
Elmwood Wealth Management
California
$2.44M +$1.63K +7 +0.1%
IP
2468
Ignite Planners
California
$2.43M +$18.2K +78 +0.8%
FWM
2469
FSR Wealth Management
Illinois
$2.43M +$2.36M +10,139 New
SRC
2470
Sage Rhino Capital
California
$2.43M -$10.7K -46 -0.5%
FWM
2471
Focused Wealth Management
New York
$2.43M +$10.5K +45 +0.4%
BC
2472
Barrett & Company
Rhode Island
$2.42M +$94.3K +405 +4%
CSC
2473
Caldwell Sutter Capital
California
$2.42M +$166K +712 +8%
CBA
2474
Coastal Bridge Advisors
Connecticut
$2.42M +$77.8K +334 +3%
CFG
2475
CKW Financial Group
Hawaii
$2.42M +$7.92K +34 +0.3%
97 98
99
100 101

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.