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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 %
CL
3301
CSS LLC
Illinois
$305K -$204K -1,400 -40%
LIA
3302
Luken Investment Analytics
Tennessee
$305K +$24K +165 +9%
BCMLT
3303
Beacon Capital Management LLC (Tennessee)
Tennessee
$304K +$9.31K +64 +3%
IWM
3304
Integris Wealth Management
California
$304K -$29.4K -202 -9%
MA
3305
Mezzasalma Advisors
New Jersey
$303K +$9.16K +63 +3%
CCA
3306
Conestoga Capital Advisors
Pennsylvania
$300K -$58.2K -400 -16%
SAM
3307
Shikiar Asset Management
New York
$300K +$10.6K +73 +4%
HW
3308
Hamilton Wealth
California
$300K +$33.3K +229 +13%
RHJA
3309
Rice Hall James & Associates
California
$299K
NF
3310
Norwood Financial
Pennsylvania
$299K
EF
3311
Exeter Financial
Arizona
$299K
WQ
3312
Wealth Quarterback
New Jersey
$299K -$16.7K -115 -5%
FPF
3313
First Pacific Financial
Washington
$298K +$70.4K +484 +31%
VCM
3314
Versant Capital Management
Arizona
$298K -$75.5K -519 -20%
CCIA
3315
Cherry Creek Investment Advisors
Colorado
$298K -$58.6K -403 -16%
TBWA
3316
Three Bridge Wealth Advisors
California
$297K
TSS
3317
Two Sigma Securities
New York
$296K -$20.3M -139,390 -99%
KFS
3318
Kurt F. Somerville
$295K
AFS
3319
Axiom Financial Strategies
Indiana
$295K -$17.2K -118 -5%
CPW
3320
Catalyst Private Wealth
California
$295K -$77.7K -534 -21%
AIM
3321
Arcadia Investment Management
Michigan
$295K +$11.8K +81 +4%
W
3322
WorthPointe
California
$294K +$62K +426 +27%
CCC
3323
Chelsea Counsel Company
California
$294K
WMWM
3324
Whitaker-Myers Wealth Managers
Ohio
$293K +$34K +234 +13%
SC
3325
Saturna Capital
Washington
$292K -$99.6K -685 -25%