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JPMorgan Chase

3,581 hedge funds and large institutions have $267B invested in JPMorgan Chase in 2023 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,639 increasing their positions, 1,427 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,581
Holders Change
-20
Holders Change %
-0.56%
% of All Funds
57.31%
Holding in Top 10
440
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-16.98%
% of All Funds
7.04%
New
189
Increased
1,639
Reduced
1,427
Closed
138
Calls
$7.41B
Puts
$8.3B
Net Calls
-$895M
Net Calls Change
+$1.74B
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
2851
Sovereign Financial Group
Connecticut
$589K -$2.74K -21 -0.5%
MFGP
2852
Marshall Financial Group (Pennsylvania)
Pennsylvania
$588K +$1.96K +15 +0.3%
CWP
2853
Curated Wealth Partners
California
$588K -$7.04K -54 -1%
NRI
2854
NFP Retirement Inc
California
$586K +$196K +1,507 +50%
FCA
2855
Fortis Capital Advisors
Kansas
$586K -$40.8K -313 -7%
RIS
2856
Retirement Income Solutions
Michigan
$585K +$31K +238 +6%
OLVIG
2857
Oliver Lagore Vanvalin Investment Group
Michigan
$584K +$6.26K +48 +1%
BWM
2858
Baron Wealth Management
Michigan
$583K +$37.1K +285 +7%
FPA
2859
First Pacific Advisors
California
$580K -$332K -2,550 -36%
AFG
2860
Arkansas Financial Group
Arkansas
$579K -$35.1K -269 -6%
GA
2861
Goldstein Advisors
Wisconsin
$578K +$73.2K +562 +15%
PCI
2862
Planning Center Inc
Illinois
$577K +$1.68K +13 +0.3%
BAG
2863
Bridgewealth Advisory Group
California
$577K +$261 +2 +0%
EWP
2864
Engrave Wealth Partners
Texas
$576K -$7.3K -53 -1%
IA
2865
Insight Advisors
Pennsylvania
$575K -$76.9K -590 -12%
PFA
2866
Pure Financial Advisors
California
$575K +$104K +797 +22%
WAM
2867
Weinberger Asset Management
California
$573K +$28.5K +219 +5%
QFA
2868
Quantum Financial Advisors
California
$572K +$4.82K +37 +0.8%
NFG
2869
Nadler Financial Group
Illinois
$572K -$31.7K -243 -5%
CFLC
2870
California First Leasing Corp
California
$571K
PFC
2871
Phocas Financial Corp
California
$570K -$233K -1,785 -29%
FNC
2872
First National Corp
Massachusetts
$569K +$391 +3 +0.1%
WA1
2873
Wimmer Associates 1
California
$569K -$1.89K -14 -0.3%
EWA
2874
Evolution Wealth Advisors
Florida
$567K +$56.6K +434 +11%
DE
2875
Day & Ennis
Georgia
$566K