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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
Empower Advisory Group
176
Empower Advisory Group
Colorado
$141M +$149M +1,086,791 New
N
177
Natixis
France
$141M +$50.3M +367,152 +51%
D.E. Shaw & Co
178
D.E. Shaw & Co
New York
$139M -$9.71M -70,887 -6%
JWBC
179
John W. Bristol & Co
New York
$137M +$411K +2,999 +0.3%
Zurich Cantonal Bank
180
Zurich Cantonal Bank
Switzerland
$136M +$1.87M +13,681 +1%
PA
181
Paralel Advisors
Colorado
$134M
Jane Street
182
Jane Street
New York
$133M +$90.5M +660,768 +182%
PCM
183
Penserra Capital Management
California
$132M +$14.3M +104,715 +12%
Kovitz Investment Group Partners
184
Kovitz Investment Group Partners
Illinois
$132M +$4.85M +35,377 +4%
Allspring Global Investments
185
Allspring Global Investments
North Carolina
$131M +$13.5M +98,293 +11%
Arrowstreet Capital
186
Arrowstreet Capital
Massachusetts
$130M +$125M +915,579 +1,095%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$129M -$16.8M -122,380 -11%
Rafferty Asset Management
188
Rafferty Asset Management
New York
$129M -$19.3M -141,003 -12%
TWC
189
TD Waterhouse Canada
Ontario, Canada
$127M +$97.3K +710 +0.1%
BFS
190
Bradley Foster & Sargent
Connecticut
$126M +$356K +2,601 +0.3%
Creative Planning
191
Creative Planning
Kansas
$125M -$2.13M -15,513 -2%
PI
192
PineBridge Investments
New York
$122M -$4.19M -30,552 -3%
DLA
193
Douglas Lane & Associates
New York
$122M -$2.21M -16,104 -2%
Caisse de Depot et Placement du Quebec (CDPQ)
194
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$122M +$11.8M +86,197 +10%
HA
195
Homestead Advisers
Virginia
$122M -$10.2M -74,300 -7%
Aviva
196
Aviva
United Kingdom
$120M -$17.3M -126,128 -12%
Northwestern Mutual Wealth Management
197
Northwestern Mutual Wealth Management
Wisconsin
$120M +$3.79M +27,689 +3%
FAM
198
Fred Alger Management
New York
$120M +$112M +820,345 +838%
Mirae Asset Global Investments
199
Mirae Asset Global Investments
South Korea
$117M +$4.9M +35,768 +4%
AAMU
200
AEGON Asset Management (UK)
United Kingdom
$116M -$6.57M -47,942 -5%

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.