JPMorgan Chase
JPM
3,707 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, 1,580 increasing their positions, 1,564 reducing their positions, and 81 closing their positions.
99% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 81
2% more funds holding in top 10
Funds holding in top 10: 501 → 513 (+12)
1% more funds holding
Funds holding: 3,670 → 3,707 (+37)
7% more capital inflows, than outflows
Capital inflows: $8.25B | Capital outflows: $7.71B
1% more repeat investments, than reductions
Existing positions increased: 1,580 | Existing positions reduced: 1,564
0.36% more ownership
Funds ownership: 70.08% → 70.44% (+0.36%)
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 |
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 |
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
3,707 of the 6,316 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 81 closed out — a net gain of 80 holders — while 1,580 added to existing stakes and 1,564 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $690M. The largest seller was State Street, cutting an estimated $641M.
- 3,707 institutional investors held JPMorgan Chase (JPM) as of Q3 2023, up from 3,670 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 81 closed out, a net change of +80 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.