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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 %
TAM
3351
TCP Asset Management
Ohio
$280K -$8.44K -58 -3%
CCM
3352
Crabel Capital Management
California
$279K +$279K +1,916 New
SFC
3353
SYM Financial Corp
Indiana
$278K +$15.4K +106 +6%
CWM
3354
Cherrydale Wealth Management
New Jersey
$278K +$7.56K +52 +3%
RWMG
3355
Redwood Wealth Management Group
New Jersey
$278K
TWA
3356
Tandem Wealth Advisors
Arizona
$278K +$48.4K +333 +21%
CTFG
3357
Capstone Triton Financial Group
Oklahoma
$277K +$5.38K +37 +2%
TAM
3358
Tucker Asset Management
Colorado
$276K -$18.3K -126 -6%
TCMP
3359
Thrive Capital Management (Pennsylvania)
Pennsylvania
$274K +$22.8K +157 +9%
PFG
3360
Pinnacle Financial Group
Illinois
$274K -$145 -1 -0.1%
ICP
3361
Interchange Capital Partners
Pennsylvania
$274K -$523K -3,596 -66%
WCM
3362
Wallace Capital Management
Texas
$273K
DFA
3363
DHJJ Financial Advisors
Illinois
$273K -$2.62K -18 -1%
AMR
3364
Asset Management Resources
Massachusetts
$272K +$6.69K +46 +3%
APS
3365
American Planning Services
Florida
$272K
OCG
3366
Opus Capital Group
Ohio
$271K -$14.5K -100 -5%
TWM
3367
TMD Wealth Management
Arizona
$271K +$23.6K +162 +10%
BFM
3368
Boothbay Fund Management
New York
$271K -$4.66M -32,018 -95%
MCM
3369
McDonough Capital Management
Florida
$270K -$724 -5 -0.3%
DC
3370
Defender Capital
North Carolina
$270K +$1.16K +8 +0.4%
DP
3371
Denver PWM
Colorado
$270K
SC
3372
Schiavi & Co
Delaware
$269K -$7.27K -50 -3%
HWM
3373
HFR Wealth Management
New York
$268K
E
3374
ETFidea
New York
$267K +$20.9K +144 +9%
LFRG
3375
Lazard Frères Gestion
France
$267K -$42.8K -299 -14%