We are live on ! Find out more
JPM icon

JPMorgan Chase

3,603 hedge funds and large institutions have $268B invested in JPMorgan Chase in 2023 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 1,647 increasing their positions, 1,437 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 139

15% more repeat investments, than reductions

Existing positions increased: 1,647 | Existing positions reduced: 1,437

0.69% more ownership

Funds ownership: 70.81%71.5% (+0.69%)

1% less funds holding

Funds holding: 3,6223,603 (-19)

4% less capital invested

Capital invested by funds: $280B → $268B (-$12.5B)

11% less call options, than puts

Call options by funds: $7.42B | Put options by funds: $8.3B

17% less funds holding in top 10

Funds holding in top 10: 534445 (-89)

Holders
3,603
Holders Change
-19
Holders Change %
-0.52%
% of All Funds
57.4%
Holding in Top 10
445
Holding in Top 10 Change
-89
Holding in Top 10 Change %
-16.67%
% of All Funds
7.09%
New
191
Increased
1,647
Reduced
1,437
Closed
139
Calls
$7.42B
Puts
$8.3B
Net Calls
-$886M
Net Calls Change
+$1.75B
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$1.95B -$187M -1,368,000 -8%
Franklin Resources
27
Franklin Resources
California
$1.84B -$121M -886,298 -6%
Invesco
28
Invesco
Georgia
$1.7B -$103M -752,761 -5%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$1.68B -$39.9M -291,279 -2%
DZ Bank
30
DZ Bank
Germany
$1.66B -$13.2M -96,277 -0.7%
UBS AM
31
UBS AM
Illinois
$1.41B -$28.6M -208,770 -2%
Boston Partners
32
Boston Partners
Massachusetts
$1.24B -$41M -299,047 -3%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$1.17B +$62.2M +453,625 +5%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$1.13B +$103M +749,989 +10%
RJA
35
Raymond James & Associates
Florida
$1.12B +$8.7M +63,520 +0.7%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$1.12B -$3.48M -25,363 -0.3%
Fisher Asset Management
37
Fisher Asset Management
Washington
$1.1B +$43.3M +316,375 +4%
ClearBridge Investments
38
ClearBridge Investments
New York
$1.07B +$116M +849,027 +11%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$1.03B -$51.8M -378,130 -5%
Sanders Capital
40
Sanders Capital
Florida
$973M -$158M -1,152,933 -13%
AllianceBernstein
41
AllianceBernstein
Tennessee
$941M +$98.4M +718,463 +11%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$940M -$23.6M -172,206 -2%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$897M +$19.6M +143,205 +2%
Baird Financial Group
44
Baird Financial Group
Wisconsin
$837M +$30.4M +221,738 +4%
Principal Financial Group
45
Principal Financial Group
Iowa
$820M +$47.3M +345,383 +6%
QP
46
Quilter Plc
United Kingdom
$806M -$3.5M -25,511 -3%
CS
47
Credit Suisse
Switzerland
$799M +$22.7M +165,555 +3%
Primecap Management
48
Primecap Management
California
$792M -$436M -3,179,720 -34%
Bessemer Group
49
Bessemer Group
New Jersey
$791M +$11.8M +85,904 +1%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$730M +$2.93M +21,352 +0.4%

JPM Hedge Fund Activity: Q1 2023 in Review

3,603 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q1 2023, worth a combined $268B — down 4.4% from $280B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new JPM positions and 139 closed out — a net gain of 52 holders — while 1,647 added to existing stakes and 1,437 trimmed.

The largest buyer was Bank of America, adding an estimated $856M. The largest seller was Capital World Investors, cutting an estimated $1.72B.

  • 3,603 institutional investors held JPMorgan Chase (JPM) as of Q1 2023, down from 3,622 in Q4 2022.
  • Funds reported $268B of JPMorgan Chase stock for Q1 2023, down 4.4% quarter-over-quarter.
  • 191 funds opened new JPMorgan Chase positions in Q1 2023 and 139 closed out, a net change of +52 holders.
  • The largest JPMorgan Chase buyer in Q1 2023 was Bank of America, an estimated $856M added.
  • The largest JPMorgan Chase seller in Q1 2023 was Capital World Investors, an estimated $1.72B sold.

Based on aggregated 13F filings for Q1 2023.