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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 %
HWP
3176
Heritage Wealth Partners
Ohio
$384K +$384K +2,642 New
WI
3177
Wedgewood Investors
Pennsylvania
$384K
AIA
3178
AIMZ Investment Advisors
California
$384K
VCWA
3179
Vanguard Capital Wealth Advisors
Colorado
$383K -$13.2K -91 -3%
OIS
3180
Okabena Investment Services
Minnesota
$383K -$542K -3,725 -59%
MWA
3181
Motive Wealth Advisors
Michigan
$383K +$1.6K +11 +0.4%
IF
3182
Integrity Financial
Wyoming
$382K +$291 +2 +0.1%
HGWM
3183
Horst & Graben Wealth Management
Oregon
$382K +$2.48K +17 +0.7%
CFAM
3184
Coury Firm Asset Management
Pennsylvania
$381K +$1.02K +7 +0.3%
CPC
3185
Cookson Peirce & Co
Pennsylvania
$380K +$118K +814 +45%
HCP
3186
Holt Capital Partners
Texas
$380K +$18.2K +125 +5%
NPPM
3187
North Point Portfolio Managers
Ohio
$378K
HNWA
3188
Henrickson Nauta Wealth Advisors
Michigan
$378K -$873 -6 -0.2%
LFASL
3189
Lugano Financial Advisors SA (LFA)
Switzerland
$378K +$378K +2,600 New
BBPWM
3190
Blue Bell Private Wealth Management
Pennsylvania
$377K +$72.7K +500 +24%
T
3191
TRUADVICE
Florida
$377K +$40.5K +264 +12%
SDH
3192
Sloy Dahl & Holst
Washington
$376K
AIA
3193
Arbor Investment Advisors
North Carolina
$375K
ML
3194
Mayport LLC
Massachusetts
$375K
BW
3195
BIP Wealth
Georgia
$374K -$51.5K -354 -12%
IFA
3196
Index Fund Advisors
California
$371K +$20.5K +141 +6%
SWM
3197
SFG Wealth Management
Maryland
$371K +$110K +753 +42%
SCA
3198
Southern Capital Advisors
Tennessee
$370K +$99.1K +681 +37%
AFIA
3199
America First Investment Advisors
Nebraska
$368K
LODC
3200
Lanham O'Dell & Company
West Virginia
$367K +$145 +1 +0%