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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 %
CWG
2851
Crown Wealth Group
North Carolina
$658K -$34.9K -240 -5%
LRIA
2852
Leonard Rickey Investment Advisors
Washington
$658K +$28.8K +198 +5%
OLVIG
2853
Oliver Lagore Vanvalin Investment Group
Michigan
$656K +$4.36K +30 +0.7%
PFA
2854
Pure Financial Advisors
California
$655K +$13.5K +93 +2%
NRI
2855
NFP Retirement Inc
California
$655K +$145 +1 +0%
AC
2856
AXQ Capital
New Jersey
$654K +$654K +4,500 New
CWP
2857
Curated Wealth Partners
California
$654K -$2.04K -14 -0.3%
TSWM
2858
Tyler-Stone Wealth Management
Ohio
$654K +$654K +4,500 New
OKSA
2859
O'Keefe Stevens Advisory
New York
$653K +$86.7K +596 +15%
MAWA
2860
Moss Adams Wealth Advisors
Washington
$653K +$31.3K +215 +5%
RIS
2861
Retirement Income Solutions
Michigan
$653K
BFA
2862
BMS Financial Advisors
South Dakota
$653K -$227K -1,560 -26%
KL
2863
KilterHowling LLC
Colorado
$651K +$86.5K +595 +15%
APA
2864
Astoria Portfolio Advisors
New York
$651K +$20.4K +137 +3%
ACP
2865
Aveo Capital Partners
Colorado
$651K +$41.3K +284 +7%
FPA
2866
First Pacific Advisors
California
$647K
GA
2867
Goldstein Advisors
Wisconsin
$647K +$1.89K +13 +0.3%
MWM
2868
Moran Wealth Management
Florida
$645K +$360K +2,474 +126%
SEP
2869
Southland Equity Partners
Missouri
$645K -$169K -1,165 -21%
DI
2870
Disciplined Investments
Oklahoma
$641K -$801K -5,505 -56%
QFA
2871
Quantum Financial Advisors
California
$639K
NFG
2872
Nadler Financial Group
Illinois
$638K +$145 +1 +0%
CFLC
2873
California First Leasing Corp
California
$637K
PFC
2874
Phocas Financial Corp
California
$636K
SAM
2875
Seelaus Asset Management
New Jersey
$634K -$39.3K -270 -6%