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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
Citadel Advisors
51
Citadel Advisors
Florida
$697M +$283M +2,067,477 +63%
Barclays
52
Barclays
United Kingdom
$677M -$220M -1,607,965 -24%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$674M -$37.9M -276,441 -5%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$647M -$6.39M -46,666 -0.9%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$635M +$19.2M +140,407 +3%
American Century Companies
56
American Century Companies
Missouri
$631M -$162M -1,184,999 -20%
Ensign Peak Advisors
57
Ensign Peak Advisors
Utah
$619M -$34.4M -251,063 -5%
GA
58
Greenhaven Associates
New York
$618M -$7.81M -57,000 -1%
Fayez Sarofim & Co
59
Fayez Sarofim & Co
Texas
$610M -$20.2M -147,552 -3%
Manulife (Manufacturers Life Insurance)
60
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$589M -$184M -1,346,497 -23%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$588M -$156M -1,135,353 -20%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$587M -$35.2M -256,981 -5%
Stifel Financial
63
Stifel Financial
Missouri
$571M -$21.9M -159,820 -4%
RJFSA
64
Raymond James Financial Services Advisors
Florida
$550M +$12.3M +90,001 +2%
US Bancorp
65
US Bancorp
Minnesota
$548M -$10.5M -76,526 -2%
DSA
66
Davis Selected Advisers
Arizona
$546M -$11.1M -80,885 -2%
National Pension Service
67
National Pension Service
South Korea
$539M +$38.2M +278,791 +7%
JP Morgan Chase
68
JP Morgan Chase
New York
$529M +$68.6M +500,841 +14%
PIF
69
Public Investment Fund
Saudi Arabia
$502M
Fidelity International
70
Fidelity International
Bermuda
$498M -$15.4M -112,439 -3%
Citigroup
71
Citigroup
New York
$494M +$40.7M +297,155 +9%
TD Asset Management
72
TD Asset Management
Ontario, Canada
$493M +$46.1M +336,429 +10%
Prudential Financial
73
Prudential Financial
New Jersey
$487M +$9M +65,722 +2%
OTPPB
74
Ontario Teachers' Pension Plan Board
Ontario, Canada
$484M -$59.8M -436,674 -11%
Amundi
75
Amundi
France
$472M -$229M -1,674,442 -31%

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.