JPMorgan Chase
JPM
4,204 hedge funds and large institutions have $428B invested in JPMorgan Chase in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,736 increasing their positions, 1,864 reducing their positions, and 101 closing their positions.
87% more first-time investments, than exits
New positions opened: 189 | Existing positions closed: 101
3% more capital invested
Capital invested by funds: $416B → $428B (+$12.1B)
1% more funds holding
Funds holding: 4,169 → 4,204 (+35)
0.01% less ownership
Funds ownership: 71.68% → 71.67% (-0.01%)
7% less repeat investments, than reductions
Existing positions increased: 1,736 | Existing positions reduced: 1,864
8% less funds holding in top 10
Funds holding in top 10: 675 → 622 (-53)
23% less call options, than puts
Call options by funds: $8.13B | Put options by funds: $10.6B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$1.89B |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$852M |
| 3 |
BlackRock
New York
|
+$786M |
| 4 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$534M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
+$323M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.28B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.01B |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$760M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$635M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$497M |
JPM Hedge Fund Activity: Q3 2024 in Review
4,204 of the 6,968 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2024, worth a combined $428B — up 2.9% from $416B a quarter earlier.
Buyers outnumbered sellers: 189 funds opened new JPM positions and 101 closed out — a net gain of 88 holders — while 1,736 added to existing stakes and 1,864 trimmed.
The largest buyer was International Assets Investment Management, opening a new position worth an estimated $1.89B. The largest seller was Wellington Management Group, cutting an estimated $1.28B.
- 4,204 institutional investors held JPMorgan Chase (JPM) as of Q3 2024, up from 4,169 in Q2 2024.
- Funds reported $428B of JPMorgan Chase stock for Q3 2024, up 2.9% quarter-over-quarter.
- 189 funds opened new JPMorgan Chase positions in Q3 2024 and 101 closed out, a net change of +88 holders.
- The largest JPMorgan Chase buyer in Q3 2024 was International Assets Investment Management, an estimated $1.89B added.
- The largest JPMorgan Chase seller in Q3 2024 was Wellington Management Group, an estimated $1.28B sold.
Based on aggregated 13F filings for Q3 2024.