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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
Toronto Dominion Bank
101
Toronto Dominion Bank
Ontario, Canada
$324M +$43.8M +319,838 +15%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$320M +$3.32M +24,232 +1%
Mitsubishi UFJ Asset Management
103
Mitsubishi UFJ Asset Management
Japan
$317M +$31.4M +229,491 +10%
Luther King Capital Management (LKCM)
104
Luther King Capital Management (LKCM)
Texas
$298M -$2.46M -17,927 -0.8%
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$297M -$1.29M -9,447 -0.4%
AS
106
Altshuler Shaham
Israel
$294M +$45.6M +332,458 +17%
Canada Life
107
Canada Life
Manitoba, Canada
$292M -$452K -3,296 -0.1%
M&T Bank
108
M&T Bank
New York
$277M +$4.94M +36,059 +2%
Thrivent Financial for Lutherans
109
Thrivent Financial for Lutherans
Minnesota
$274M -$13.6M -99,055 -4%
Bank Julius Baer & Co
110
Bank Julius Baer & Co
Switzerland
$274M +$14.4M +105,197 +5%
First Trust Advisors
111
First Trust Advisors
Illinois
$274M -$15.4M -112,164 -5%
William Blair & Company
112
William Blair & Company
Illinois
$271M +$3.21M +23,455 +1%
CCM
113
Cullen Capital Management
New York
$270M +$65.4M +477,246 +30%
1832 Asset Management
114
1832 Asset Management
Ontario, Canada
$264M +$17.9M +130,474 +7%
CI
115
Cincinnati Insurance
Ohio
$262M
Russell Investments Group
116
Russell Investments Group
United Kingdom
$261M +$31M +226,364 +13%
TIM
117
Thornburg Investment Management
New Mexico
$257M +$718K +5,242 +0.3%
HNB
118
Huntington National Bank
Ohio
$252M +$988K +7,208 +0.4%
Mariner
119
Mariner
Kansas
$251M +$8.89M +64,870 +3%
KBC Group
120
KBC Group
Belgium
$249M +$31.2M +227,940 +14%
Mitsubishi UFJ Trust & Banking
121
Mitsubishi UFJ Trust & Banking
Japan
$248M +$4.55M +33,180 +2%
Jennison Associates
122
Jennison Associates
New York
$247M -$13.3M -97,181 -5%
KeyBank National Association
123
KeyBank National Association
Ohio
$244M -$6.82M -49,794 -3%
Pzena Investment Management
124
Pzena Investment Management
New York
$242M -$7.73M -56,433 -3%
GRQ
125
Gardner Russo & Quinn
Pennsylvania
$237M -$3.45M -25,205 -1%

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.