JPMorgan Chase
JPM
4,214 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, 1,741 increasing their positions, 1,868 reducing their positions, and 101 closing their positions.
87% more first-time investments, than exits
New positions opened: 189 | Existing positions closed: 101
1% more funds holding
Funds holding: 4,179 → 4,214 (+35)
0.28% less ownership
Funds ownership: 71.68% → 71.4% (-0.28%)
7% less repeat investments, than reductions
Existing positions increased: 1,741 | Existing positions reduced: 1,868
8% less funds holding in top 10
Funds holding in top 10: 674 → 621 (-53)
23% less call options, than puts
Call options by funds: $8.13B | Put options by funds: $10.6B
34% less capital inflows, than outflows
Capital inflows: $9.8B | Capital outflows: $14.8B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$852M |
| 2 |
BlackRock
New York
|
+$786M |
| 3 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
+$534M |
| 4 |
Ninety One (UK)
London,
United Kingdom
|
+$323M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$300M |
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
4,214 of the 6,987 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 1,741 added to existing stakes and 1,868 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $852M. The largest seller was Wellington Management Group, cutting an estimated $1.28B.
- 4,214 institutional investors held JPMorgan Chase (JPM) as of Q3 2024, up from 4,179 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 Fisher Asset Management, an estimated $852M 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.