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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
APG Asset Management
76
APG Asset Management
Netherlands
$462M -$39.6M -288,858 -7%
Swedbank
77
Swedbank
Sweden
$459M -$94M -685,928 -16%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$443M -$9.56M -69,768 -2%
M1FG
79
Mach-1 Financial Group
Arkansas
$439M +$39.2K +286 +9%
DekaBank Deutsche Girozentrale
80
DekaBank Deutsche Girozentrale
Germany
$438M -$23.9M -174,646 -5%
OIAM
81
OFI Invest Asset Management
France
$430M +$7.68B +56,046,201 New
Nordea Investment Management
82
Nordea Investment Management
Sweden
$425M -$93.3M -680,744 -17%
JMPWA
83
JP Morgan Private Wealth Advisors
California
$417M +$15.5M +113,407 +4%
PI
84
Putnam Investments
Massachusetts
$413M +$60.5M +441,399 +16%
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$412M +$180M +1,311,706 +71%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$410M -$6.03M -44,030 -1%
CWP
87
Capital Wealth Planning
Florida
$409M +$28.5M +207,812 +7%
Truist Financial
88
Truist Financial
North Carolina
$383M -$6.71M -48,975 -2%
Korea Investment Corp
89
Korea Investment Corp
South Korea
$375M +$3.71M +27,081 +1%
Mackenzie Financial
90
Mackenzie Financial
Ontario, Canada
$373M -$3.73M -27,247 -0.9%
Allianz Asset Management
91
Allianz Asset Management
Germany
$368M +$38.6M +282,040 +11%
Lord, Abbett & Co
92
Lord, Abbett & Co
New Jersey
$353M -$4.74M -34,596 -1%
LPL Financial
93
LPL Financial
California
$350M +$6.01M +43,877 +2%
Corient Private Wealth
94
Corient Private Wealth
Florida
$347M +$84.9M +619,333 +30%
Adage Capital Partners
95
Adage Capital Partners
Massachusetts
$344M +$79.3M +578,600 +28%
Victory Capital Management
96
Victory Capital Management
Texas
$343M +$71.8M +524,181 +25%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$341M +$204M +1,486,424 +132%
BGIM
98
Brandywine Global Investment Management
Pennsylvania
$338M -$15.5M -112,946 -4%
HighTower Advisors
99
HighTower Advisors
Illinois
$329M +$18.4M +134,139 +6%
SP
100
Sarasin & Partners
United Kingdom
$325M +$281M +2,052,777 +3,471%

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.