JPMorgan Chase
JPM
3,666 hedge funds and large institutions have $298B invested in JPMorgan Chase in 2023 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 1,624 increasing their positions, 1,513 reducing their positions, and 95 closing their positions.
98% more first-time investments, than exits
New positions opened: 188 | Existing positions closed: 95
12% more funds holding in top 10
Funds holding in top 10: 445 → 500 (+55)
11% more capital invested
Capital invested by funds: $268B → $298B (+$30.4B)
2% more funds holding
Funds holding: 3,603 → 3,666 (+63)
7% more repeat investments, than reductions
Existing positions increased: 1,624 | Existing positions reduced: 1,513
1% less call options, than puts
Call options by funds: $8.36B | Put options by funds: $8.41B
1.38% less ownership
Funds ownership: 71.5% → 70.12% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$901M |
| 2 |
Barclays
London,
United Kingdom
|
+$444M |
| 3 |
State Street
Boston,
Massachusetts
|
+$328M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$324M |
| 5 |
Morgan Stanley
New York
|
+$320M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$7.65B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$820M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$417M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$300M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$264M |
JPM Hedge Fund Activity: Q2 2023 in Review
3,666 of the 6,371 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q2 2023, worth a combined $298B — up 11% from $268B a quarter earlier.
Buyers outnumbered sellers: 188 funds opened new JPM positions and 95 closed out — a net gain of 93 holders — while 1,624 added to existing stakes and 1,513 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $901M. The largest seller was OFI Invest Asset Management, cutting an estimated $7.65B.
- 3,666 institutional investors held JPMorgan Chase (JPM) as of Q2 2023, up from 3,603 in Q1 2023.
- Funds reported $298B of JPMorgan Chase stock for Q2 2023, up 11% quarter-over-quarter.
- 188 funds opened new JPMorgan Chase positions in Q2 2023 and 95 closed out, a net change of +93 holders.
- The largest JPMorgan Chase buyer in Q2 2023 was Fidelity Investments, an estimated $901M added.
- The largest JPMorgan Chase seller in Q2 2023 was OFI Invest Asset Management, an estimated $7.65B sold.
Based on aggregated 13F filings for Q2 2023.