JPMorgan Chase
JPM
3,706 hedge funds and large institutions have $298B invested in JPMorgan Chase in 2023 Q3 according to their latest regulatory filings, with 161 funds opening new positions, 1,579 increasing their positions, 1,563 reducing their positions, and 80 closing their positions.
101% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 80
2% more funds holding in top 10
Funds holding in top 10: 501 → 512 (+11)
1% more funds holding
Funds holding: 3,669 → 3,706 (+37)
1% more repeat investments, than reductions
Existing positions increased: 1,579 | Existing positions reduced: 1,563
0.36% more ownership
Funds ownership: 70.08% → 70.44% (+0.36%)
0% less capital invested
Capital invested by funds: $298B → $298B (-$772M)
25% less call options, than puts
Call options by funds: $6.13B | Put options by funds: $8.12B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$690M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$451M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$359M |
| 4 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$262M |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$194M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$641M |
| 2 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$561M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$431M |
| 4 |
BlackRock
New York
|
-$418M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$376M |
JPM Hedge Fund Activity: Q3 2023 in Review
3,706 of the 6,312 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Chase (JPM) for Q3 2023, worth a combined $298B — down 0.26% from $298B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new JPM positions and 80 closed out — a net gain of 81 holders — while 1,579 added to existing stakes and 1,563 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $690M. The largest seller was State Street, cutting an estimated $641M.
- 3,706 institutional investors held JPMorgan Chase (JPM) as of Q3 2023, up from 3,669 in Q2 2023.
- Funds reported $298B of JPMorgan Chase stock for Q3 2023, down 0.26% quarter-over-quarter.
- 161 funds opened new JPMorgan Chase positions in Q3 2023 and 80 closed out, a net change of +81 holders.
- The largest JPMorgan Chase buyer in Q3 2023 was Wellington Management Group, an estimated $690M added.
- The largest JPMorgan Chase seller in Q3 2023 was State Street, an estimated $641M sold.
Based on aggregated 13F filings for Q3 2023.