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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 %
CM
3326
Columbus Macro
Pennsylvania
$292K -$179K -1,201 -38%
SFC
3327
Strategic Financial Concepts
Texas
$292K +$27K +186 +10%
SBWIC
3328
Schaper Benz & Wise Investment Counsel
Wisconsin
$291K
KC
3329
Knuff & Co
California
$291K
VPP
3330
Vertex Planning Partners
Illinois
$291K +$291K +2,000 New
OPPS
3331
Obsidian Personal Planning Solutions
Maryland
$290K -$8.73K -60 -3%
SC
3332
Sepio Capital
Utah
$290K +$23.9K +164 +9%
T
3333
TNF
Montana
$289K
FSCM
3334
Front Street Capital Management
Montana
$289K -$60.2K -414 -17%
NWA
3335
New World Advisors
Massachusetts
$287K -$3.35K -23 -1%
LA
3336
Lifeworks Advisors
Michigan
$286K -$145 -1 -0.1%
CCP
3337
Clarkston Capital Partners
Michigan
$286K
CFGSD
3338
Compass Financial Group (South Dakota)
South Dakota
$286K +$1.89K +13 +0.7%
PAWA
3339
Palo Alto Wealth Advisors
California
$286K -$14.8K -102 -5%
KA
3340
Kearns & Associates
California
$285K
GAM
3341
Garrison Asset Management
Arkansas
$285K -$8K -55 -3%
PSC
3342
Prentiss Smith & Co
Vermont
$284K +$23K +158 +9%
WA
3343
WESPAC Advisors
California
$283K -$42.2K -290 -13%
BIA
3344
Beacon Investment Advisors
Maryland
$283K -$14.7K -101 -5%
HFW
3345
Horizon Family Wealth
Illinois
$283K -$18.3K -126 -6%
RJTCONH
3346
Raymond James Trust Company of New Hampshire
New Hampshire
$282K -$23.8K -164 -8%
NRW
3347
Nova R Wealth
Kansas
$282K -$9.6K -66 -3%
AWM
3348
Adams Wealth Management
Utah
$280K
VBFG
3349
Vishria Bird Financial Group
Tennessee
$280K
RBCM
3350
Raub Brock Capital Management
California
$280K -$211K -1,453 -43%