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JPMorgan Chase

3,642 hedge funds and large institutions have $298B invested in JPMorgan Chase in 2023 Q2 according to their latest regulatory filings, with 186 funds opening new positions, 1,615 increasing their positions, 1,504 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,642
Holders Change
+61
Holders Change %
+1.7%
% of All Funds
57.44%
Holding in Top 10
496
Holding in Top 10 Change
+56
Holding in Top 10 Change %
+12.73%
% of All Funds
7.82%
New
186
Increased
1,615
Reduced
1,504
Closed
95
Calls
$8.35B
Puts
$8.4B
Net Calls
-$43.5M
Net Calls Change
+$851M
Name Holding Trade Value Shares
Change
Shares
Change %
SMWM
2601
Silvia McColl Wealth Management
California
$963K
WCA
2602
Waypoint Capital Advisors
Minnesota
$962K +$11.8K +81 +1%
CI
2603
CAZ Investments
Texas
$960K
CFA
2604
CWS Financial Advisors
Michigan
$957K +$16K +110 +2%
PL
2605
Plancorp LLC
Missouri
$956K -$33.6K -231 -3%
JWA
2606
JFS Wealth Advisors
Pennsylvania
$955K -$99.9K -687 -9%
GAM
2607
Gould Asset Management
California
$954K
DIP
2608
Davis Investment Partners
North Carolina
$953K +$21.2K +136 +2%
PIM
2609
Profit Investment Management
Maryland
$952K -$23.3K -160 -2%
EIA
2610
Edgemoor Investment Advisors
Maryland
$950K +$145 +1 +0%
TB
2611
Terril Brothers
Missouri
$948K +$21.4K +147 +2%
APW
2612
Aurora Private Wealth
New Jersey
$945K -$17.4K -120 -2%
SMA
2613
Seven Mile Advisory
New Jersey
$945K +$945K +6,496 New
GFPC
2614
Global Financial Private Client
Florida
$944K -$3.37K -23 -0.4%
HWA
2615
HHM Wealth Advisors
Tennessee
$942K -$13.2K -91 -1%
WWP
2616
WR Wealth Planners
Missouri
$942K +$492K +3,384 +110%
BWM
2617
BNC Wealth Management
Oregon
$941K -$3.36M -23,079 -78%
NJBEST
2618
New Jersey Better Educational Savings Trust
New Jersey
$940K
TVAMP
2619
Tennessee Valley Asset Management Partners
Tennessee
$939K +$13.8K +95 +1%
SCM
2620
Sterneck Capital Management
Missouri
$936K +$145 +1 +0%
Optiver Holding
2621
Optiver Holding
Netherlands
$935K -$88.1M -605,790 -99%
TFM
2622
TFC Financial Management
Massachusetts
$935K +$17K +117 +2%
FG
2623
Foster Group
Iowa
$934K +$34.9K +240 +4%
GCM
2624
Galibier Capital Management
Ontario, Canada
$932K -$335K -2,300 -26%
CA
2625
CapWealth Advisors
Tennessee
$930K -$46.3K -318 -5%