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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 %
JLBC
3076
J.L. Bainbridge & Co
Florida
$460K +$145 +1 +0%
BAM
3077
Bosun Asset Management
Illinois
$459K -$378K -2,598 -45%
PP
3078
Patron Partners
Texas
$458K +$57.9K +398 +14%
GWM
3079
Gitterman Wealth Management
New Jersey
$458K
DCBT
3080
Dakota Community Bank & Trust
North Dakota
$458K -$2.62K -18 -0.6%
VCP
3081
Vista Capital Partners
Oregon
$456K -$26K -179 -5%
PCA
3082
Prosperity Capital Advisors
Ohio
$455K -$118K -809 -21%
SF
3083
Symphony Financial
Texas
$453K +$30.7K +214 +7%
TA
3084
Trellis Advisors
Washington
$453K +$3.78K +26 +0.8%
MGAM
3085
McGowan Group Asset Management
Texas
$453K +$122K +836 +37%
EA
3086
Emerald Advisors
Washington
$452K +$15K +103 +3%
AWS
3087
Arkfeld Wealth Strategies
Nebraska
$451K +$39.3K +265 +10%
HCA
3088
Heck Capital Advisors
Wisconsin
$451K -$10.5K -72 -2%
LWMG
3089
Levy Wealth Management Group
Pennsylvania
$450K +$2.91K +20 +0.7%
MAG
3090
Mayfair Advisory Group
Alabama
$450K +$5.2K +36 +1%
SCA
3091
Sassicaia Capital Advisers
New York
$448K +$448K +3,081 New
Cohen & Steers
3092
Cohen & Steers
New York
$448K -$220K -1,513 -33%
PWM
3093
Prosperity Wealth Management
California
$448K -$48.3K -332 -10%
CCMW
3094
Cypress Capital Management (Wyoming)
Wyoming
$447K
NIC
3095
Northwest Investment Counselors
Oregon
$447K -$50.9K -350 -10%
CAM
3096
CenterStar Asset Management
Illinois
$447K +$447K +3,072 New
RC
3097
Rovin Capital
Arizona
$446K -$13.8K -95 -3%
POIA
3098
Pin Oak Investment Advisors
Texas
$446K -$3.05K -21 -0.7%
AGA
3099
Arkos Global Advisors
Texas
$446K +$62.3K +428 +16%
HWM
3100
Howard Wealth Management
Connecticut
$445K