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JPMorgan Chase

3,372 hedge funds and large institutions have $212B invested in JPMorgan Chase in 2022 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 1,666 increasing their positions, 1,227 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,372
Holders Change
-31
Holders Change %
-0.91%
% of All Funds
58.31%
Holding in Top 10
337
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-3.71%
% of All Funds
5.83%
New
137
Increased
1,666
Reduced
1,227
Closed
124
Calls
$4.6B
Puts
$6.59B
Net Calls
-$1.99B
Net Calls Change
+$102M
Name Holding Trade Value Shares
Change
Shares
Change %
FSWA
3326
Financial Synergies Wealth Advisors
Texas
$21.7K +$105 +1 +0.5%
LWA
3327
Lowe Wealth Advisors
Maryland
$21K
CPFP
3328
Clear Perspectives Financial Planning
Ohio
$19K -$2.55K -25 -12%
SMG
3329
Spectrum Management Group
Indiana
$19K
ARIS
3330
Advanced Research Investment Solutions
California
$18K -$11.8K -114 -40%
HWM
3331
HighMark Wealth Management
Minnesota
$17K +$106 +1 +0.6%
MOS
3332
MGO One Seven
Ohio
$17K +$89 +432 +0.5%
MWC
3333
MBM Wealth Consultants
Missouri
$16K
SFCL
3334
Strengthening Families & Communities LLC
Massachusetts
$13K
CIR
3335
Clear Investment Research
Georgia
$13K +$433 +4 +3%
FWA
3336
FSC Wealth Advisors
New York
$13K +$10.1K +99 +354%
HFM
3337
Harvest Fund Management
China
$12K
MDCM
3338
Morgan Dempsey Capital Management
Wisconsin
$12K +$12K +114 New
DFCM
3339
Dark Forest Capital Management
Puerto Rico
$12K +$12K +114 New
NWM
3340
Navigation Wealth Management
Colorado
$11K
AIM
3341
Axiom Investment Management
New York
$11K +$11K +105 New
FCG
3342
Financial Connections Group
California
$10K -$19.1K -201 -66%
RG
3343
Retirement Group
California
$10K -$5.1K -51 -34%
SL
3344
Savior LLC
Massachusetts
$10K
RCC
3345
Red Cedar Capital
Nebraska
$10K
GAG
3346
Goodman Advisory Group
Massachusetts
$10K
TJHA
3347
Thomas J. Herzfeld Advisors
Florida
$9K -$6K -56 -40%
CWA
3348
Carolina Wealth Advisors
South Carolina
$9K
RIM
3349
Ranger Investment Management
Texas
$8K
CAM
3350
ClariVest Asset Management
California
$8K