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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 %
SAG
3151
Spotlight Asset Group
Illinois
$398K +$72.9K +501 +22%
RRCM
3152
Rappaport Reiches Capital Management
Illinois
$398K -$334K -2,298 -46%
RC
3153
Reik & Co
New York
$397K +$1.45K +10 +0.4%
FFL
3154
Financial Freedom LLC
Ohio
$397K +$1.45K +10 +0.4%
PWM
3155
PRW Wealth Management
Massachusetts
$396K
SL
3156
Summitry LLC
California
$396K
WAOI
3157
Wealth Advisors of Iowa
Iowa
$394K -$25.7K -177 -6%
CL
3158
COWA LLC
Oklahoma
$394K -$72.7K -500 -16%
ICM
3159
Islay Capital Management
Texas
$394K +$6.55K +45 +2%
CWM
3160
CarsonAllaria Wealth Management
Illinois
$393K -$5.82K -40 -1%
AWM
3161
Altus Wealth Management
Kentucky
$393K +$6.4K +44 +2%
RIM
3162
Redwood Investment Management
Arizona
$393K +$393K +2,703 New
PCM
3163
Pennsylvania Capital Management
Pennsylvania
$393K -$6.98K -48 -2%
ACM
3164
Aljian Capital Management
Nevada
$393K
FWP
3165
Firethorn Wealth Partners
Georgia
$393K +$1.46K +10 +0.4%
CAM
3166
Claret Asset Management
Quebec, Canada
$390K -$37.3K -257 -9%
LSIA
3167
LaSalle St. Investment Advisors
Illinois
$390K +$88K +606 +29%
CF
3168
Corrigan Financial
Rhode Island
$390K +$291 +2 +0.1%
MECA
3169
Miller Equity Capital Advisors
Texas
$389K
DSAM
3170
Dock Street Asset Management
Florida
$388K
VC
3171
Veery Capital
Delaware
$388K +$6.55K +45 +2%
WA
3172
Wealth Advisors
California
$387K
CRI
3173
Colonial River Investments
Virginia
$386K -$807K -5,549 -68%
SFG
3174
SNS Financial Group
Minnesota
$385K
TS
3175
Tamar Securities
California
$384K -$9.6K -66 -2%