Major U.S. Institutions Face $165 Billion in Forced Stock Sales by End of June for Quarterly Rebalancing

According to JPMorgan analysis cited by BlockBeats, major U.S. institutions will execute approximately $165 billion in stock sales by end of June as part of quarterly rebalancing. The selling pressure stems from five institutional pools: U.S. fixed-income pension funds (estimated $55 billion in equity sales), Japan's Government Pension Investment Fund ($60 billion in global stocks), Norway's sovereign wealth fund ($40 billion), Swiss National Bank ($25 billion), and balanced mutual funds (expected to contribute $15 billion in net buying, partially offsetting other sales).

According to historical patterns, institutional selling typically concentrates in the final days of the quarter, with significant volume concentrated before market close. AI-related stocks, which have surged recently, are expected to face the most pressure as institutions rebalance toward their target asset allocations.