What happened?
- Wall Street trading firm Jane Street has been banned by SEBI (India’s stock market regulator) for manipulating prices in the Indian derivatives market – specifically the Bank Nifty index.
- They made over ₹36,000 crore in just 21 trading days.
- SEBI has seized ₹4,843 crore of their illegal profits.
- A large portion (20%) of their global income came from India.
Who is Jane Street?
- A global trading company founded in 2000 in New York.
- Operates in over 45 countries with over 2,600 employees.
- Uses high-frequency trading algorithms.
- Entered India in 2020.
It has 3 Indian units:
- JSI Investments
- JSI2 Investments
- Jane Street Singapore
- Worked with Nuvama Wealth for stock market trading in India.
- In 2024, Jane Street made a net profit of $20.5 billion, and a large part of it came from Bank Nifty manipulation.
How did Jane Street operate in the market?
Plan of action
- Jane Street used the “pump and dump” method:
- Bought a large amount of Bank Nifty stocks at the beginning of the day.
- Driven up prices to attract retail investors.
- Then quickly sold everything, causing prices to fall.
- Made huge profits from their options positions while retail investors lost money.
Targeted stocks:
They mainly targeted:
- HDFC Bank
- ICICI Bank
- Kotak Mahindra Bank
- These 3 stocks make up 65% of the Bank Nifty index.
Big shock: January 17, 2024
- Jane Street made ₹735 crores from Bank Nifty in just one day.
- This made SEBI suspicious and it started a full investigation.
Timeline of events
2023–2024:
- Jane Street made ₹36,502 crores from Bank Nifty in 21 days.
- Profit details (as per SEBI):
- ₹43,289 crore from index options
- ₹900 crore from stock options
- ₹7,208 crore loss in stock futures (planned to avoid detection)
- ₹288 crore loss in cash segment (also part of strategy)
Legal trigger:
- In 2023, Jane Street sued former employees in a US court.
- During the court hearing, it was revealed that Jane Street made $1 billion from India.
- SEBI took note of this and started monitoring closely.
SEBI action:
- By April 2024, SEBI started investigating the trades.
- On February 6, 2025, NSE warned Jane Street to stop manipulating.
- Despite promises, they resumed in May 2025.
- On July 3, 2025, SEBI banned Jane Street and seized ₹4,843 crore.
Why did SEBI issue an interim order?
- To protect retail investors from further losses.
- SEBI said: “If we had waited longer, they would have made even more illegal profits.”
- SEBI needed time to analyze large amounts of trading data and spot patterns.
Is SEBI conducting further investigations?
Yes. SEBI is now:
- Investigating other indices and exchanges.
- This may take another 6 months due to the large volume of trading data.
What is the risk for retail investors?
SEBI’s own study said:
- 93% of retail investors lose money in derivatives trading.
- Average loss per trader in FY24: ₹1.25 lakh.
- Jane Street’s manipulation made it even worse.
SEBI said in the order:
- The huge losses of small investors and the huge profits of Jane Street clearly reflect the severe damage caused by it.
- Key lessons for retail traders
Be cautious:
- Keep an eye on unusual price movements in both stocks and options.
- Avoid reacting to sudden surges in the market – it could be manipulation.
What SEBI can do:
- Monitor cash and derivative trades together
- Make foreign trade more transparent.
- Limit trading on expiry days.
- Ask higher margins for risky trades.
Court filings from Jane Street vs Millennium (2023-2024)
Final Thoughts
The Jane Street India case highlights a major weakness in the financial system where smart algorithms and foreign traders can outsmart ordinary investors. SEBI’s action is a strong move to protect retail investors and clean up the market.
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