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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
BG
126
Bahl & Gaynor
Ohio
$233M +$75.4M +550,588 +44%
HTC
127
Haverford Trust Company
Pennsylvania
$233M +$405K +2,956 +0.2%
State of Wisconsin Investment Board
128
State of Wisconsin Investment Board
Wisconsin
$229M +$22.4M +163,192 +10%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$226M -$42.2M -308,337 -15%
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$225M -$118M -861,557 -33%
MGIM
131
M&G Investment Management
United Kingdom
$225M +$20.8M +152,112 +10%
State of New Jersey Common Pension Fund D
132
State of New Jersey Common Pension Fund D
New Jersey
$225M +$510K +3,725 +0.2%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$225M +$3.6M +26,285 +2%
BWA
134
Brave Warrior Advisors
New York
$221M -$1.56M -11,418 -0.7%
EIP
135
Epoch Investment Partners
New York
$213M +$11.4M +82,846 +5%
Aberdeen Group
136
Aberdeen Group
United Kingdom
$212M +$14.3M +104,685 +7%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$211M +$8.72M +63,670 +4%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$210M -$14.8M -107,995 -6%
State of Tennessee, Department of Treasury
139
State of Tennessee, Department of Treasury
Tennessee
$209M +$9.58M +69,928 +5%
Public Employees Retirement Association of Colorado
140
Public Employees Retirement Association of Colorado
Colorado
$208M -$32.7M -238,314 -13%
CIBC World Market
141
CIBC World Market
Ontario, Canada
$202M +$43.9M +320,391 +26%
SO
142
STRS Ohio
Ohio
$201M +$621K +4,532 +0.3%
Natixis Advisors
143
Natixis Advisors
Massachusetts
$198M +$11M +80,126 +6%
SAM
144
Storebrand Asset Management
Norway
$193M +$6.76M +49,310 +3%
BNP Paribas Financial Markets
145
BNP Paribas Financial Markets
France
$192M -$43M -313,573 -18%
SCM
146
Smead Capital Management
Arizona
$188M +$6.55M +47,787 +3%
CI Investments Inc
147
CI Investments Inc
Ontario, Canada
$187M -$10.4M -75,891 -5%
PAMS
148
Pictet Asset Management (Switzerland)
Switzerland
$184M +$3.75M +27,387 +2%
Asset Management One
149
Asset Management One
Japan
$180M +$3.57M +26,064 +2%
AACR
150
ACR Alpine Capital Research
Missouri
$179M -$2.65M -19,340 -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.