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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 %
CSIA
3201
Charles Schwab Investment Advisory
California
$366K +$32.9K +226 +10%
WF
3202
Whelan Financial
California
$363K +$15.1K +104 +4%
EI
3203
Ellevest Inc
New York
$363K +$187K +1,286 +106%
FWMM
3204
Foundation Wealth Management (Missouri)
Missouri
$362K -$9.6K -66 -3%
CWA
3205
Consilio Wealth Advisors
Washington
$358K +$54.8K +377 +18%
GAMC
3206
Garner Asset Management Corp
Texas
$358K -$20.6K -142 -5%
AL
3207
Arnhold LLC
New York
$357K
CCA
3208
Covey Capital Advisors
Georgia
$356K
MAP
3209
Milestone Advisory Partners
North Carolina
$356K -$1.45K -10 -0.4%
CCP
3210
Carmel Capital Partners
California
$354K +$9.74K +67 +3%
LIM
3211
Lathrop Investment Management
Arkansas
$354K -$14.6K -100 -4%
MAM
3212
Marotta Asset Management
Virginia
$352K +$352K +2,422 New
NC
3213
NovaPoint Capital
Georgia
$352K +$145 +1 +0%
BIG
3214
Builder Investment Group
Georgia
$352K
IAP
3215
Indie Asset Partners
Indiana
$350K +$145 +1 +0%
AFAS
3216
Acorn Financial Advisory Services
Virginia
$349K +$113K +776 +48%
AWM
3217
Atticus Wealth Management
Florida
$349K -$19.2K -132 -5%
KIA
3218
Kraematon Investment Advisors
Massachusetts
$348K +$2.33K +16 +0.7%
SAM
3219
SP Asset Management
California
$348K +$31K +213 +10%
AR
3220
Apeiron RIA
Texas
$346K -$10.9K -75 -3%
AWM
3221
Avondale Wealth Management
Texas
$345K -$182K -1,250 -34%
PS
3222
Planned Solutions
California
$345K
IWN
3223
Independent Wealth Network
Iowa
$344K +$5.24K +36 +2%
SWG
3224
Summit Wealth Group
Vermont
$344K -$44.5M -305,689 -99%
DWM
3225
Darwin Wealth Management
Florida
$343K