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JPMorgan Chase

3,581 hedge funds and large institutions have $267B invested in JPMorgan Chase in 2023 Q1 according to their latest regulatory filings, with 189 funds opening new positions, 1,639 increasing their positions, 1,427 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,581
Holders Change
-20
Holders Change %
-0.56%
% of All Funds
57.31%
Holding in Top 10
440
Holding in Top 10 Change
-90
Holding in Top 10 Change %
-16.98%
% of All Funds
7.04%
New
189
Increased
1,639
Reduced
1,427
Closed
138
Calls
$7.41B
Puts
$8.3B
Net Calls
-$895M
Net Calls Change
+$1.74B
Name Holding Trade Value Shares
Change
Shares
Change %
JSA
3426
Jacobson & Schmitt Advisors
Wisconsin
$212K +$212K +1,624 New
RCM
3427
Rain Capital Management
Oregon
$212K -$18.6K -143 -8%
JFG
3428
JMG Financial Group
Illinois
$211K -$8.59K -66 -4%
AMG
3429
Asset Management Group
Connecticut
$211K +$1.56K +12 +0.7%
WJA
3430
Willis Johnson & Associates
Texas
$211K +$13.4K +103 +7%
TLA
3431
Tanglewood Legacy Advisors
Texas
$210K
PCMK
3432
Paragon Capital Management (Kansas)
Kansas
$210K +$210K +1,613 New
LD
3433
Lipe & Dalton
New York
$210K -$8.45K -65 -4%
LFS
3434
Lutz Financial Services
Nebraska
$209K +$13K +100 +7%
SSC
3435
Syverson Strege & Co
Iowa
$209K +$130 +1 +0.1%
BFS
3436
Baskin Financial Services
Ontario, Canada
$209K -$34.5K -265 -14%
AL
3437
ACAS LLC
California
$209K +$4.56K +35 +2%
FZCM
3438
Flynn Zito Capital Management
New York
$209K -$3.13K -24 -1%
RA
3439
Rise Advisors
New York
$208K -$76.9K -590 -27%
LFGO
3440
Legacy Financial Group (Oklahoma)
Oklahoma
$208K -$130 -1 -0.1%
KCM
3441
Kendall Capital Management
Maryland
$208K -$3.39K -26 -2%
W
3442
WorthPointe
California
$208K +$208K +1,594 New
HC
3443
Hoese & Co
Minnesota
$208K
RCA
3444
Riverview Capital Advisers
Massachusetts
$207K
WSWA
3445
Warren Street Wealth Advisors
California
$207K +$207K +1,587 New
SCA
3446
Sage Capital Advisors
South Dakota
$207K +$1.17K +9 +0.6%
BMD
3447
Better Money Decisions
New Mexico
$206K
TWA
3448
Tandem Wealth Advisors
Arizona
$205K -$3.39K -26 -2%
IPW
3449
IronBridge Private Wealth
Texas
$205K -$71.9K -552 -26%
PFP
3450
Paragon Financial Partners
California
$205K +$2.61K +20 +1%