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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 %
JCIA
3101
Jackson Creek Investment Advisors
Colorado
$445K +$445K +3,057 New
LA
3102
Lane & Associates
New Jersey
$443K +$55.7K +383 +14%
B
3103
Bridgeworth
Alabama
$443K +$51.6K +355 +13%
B
3104
Barings
North Carolina
$441K -$71.3K -490 -14%
MWPCG
3105
Measured Wealth Private Client Group
New Hampshire
$441K -$2.91K -20 -0.7%
CW
3106
Cook Wealth
North Carolina
$440K +$36.7K +235 +9%
TFP
3107
Triune Financial Partners
Kansas
$440K +$186K +1,282 +74%
TCWA
3108
Ten Capital Wealth Advisors
Washington
$439K +$272K +1,875 +163%
HKAM
3109
Horizon Kinetics Asset Management
New York
$439K +$37.4K +257 +9%
SLA
3110
Silver Lake Advisory
Utah
$439K +$45.1K +310 +11%
SIAG
3111
Safeguard Investment Advisory Group
California
$438K +$86.2K +592 +24%
AW
3112
Avion Wealth
Texas
$437K +$36.5K +252 +9%
CIA
3113
Cape Investment Advisory
Georgia
$437K +$24.3K +167 +6%
HP
3114
Hilltop Partners
Indiana
$437K +$43.9K +302 +11%
ACM
3115
Alethea Capital Management
Washington
$436K +$72.7K +500 +20%
QOP
3116
Quinn Opportunity Partners
Virginia
$436K +$436K +3,000 New
ACA
3117
Ackerman Capital Advisors
Texas
$434K -$15.7K -108 -3%
FA
3118
Fountainhead AM
New Jersey
$433K +$11.1K +76 +3%
CRIG
3119
Charter Research & Investment Group
Connecticut
$432K +$14.5K +100 +3%
WCWM
3120
Willow Creek Wealth Management
California
$431K +$57.5K +395 +15%
W
3121
WealthOne
New York
$428K +$43K +296 +11%
GGI
3122
Godsey & Gibb Inc
Virginia
$425K +$15.3K +105 +4%
AC
3123
Avenir Corporation
Virginia
$425K
BDFN
3124
Bond & Devick Financial Network
Minnesota
$425K
MCM
3125
Magnolia Capital Management
New York
$425K