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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 %
TWM
3426
Trevian Wealth Management
Massachusetts
$239K -$12.8K -88 -5%
RFP
3427
Roth Financial Partners
Texas
$239K
CPA
3428
Capital Performance Advisors
California
$238K -$7.27K -50 -3%
AMG
3429
Asset Management Group
Connecticut
$237K +$1.6K +11 +0.7%
WFA
3430
Wellspring Financial Advisors
Ohio
$237K -$7.13K -49 -3%
CAG
3431
Curtis Advisory Group
California
$236K
JSA
3432
Jacobson & Schmitt Advisors
Wisconsin
$236K
TWM
3433
Triton Wealth Management
Arizona
$236K
CC
3434
Cipher Capital
New York
$236K -$220K -1,516 -48%
HIS
3435
Harvest Investment Services
Illinois
$236K +$236K +1,619 New
TLA
3436
Tanglewood Legacy Advisors
Texas
$235K
RCM
3437
Rain Capital Management
Oregon
$235K -$1.46K -10 -0.6%
BCM
3438
Brooktree Capital Management
Michigan
$235K -$242K -1,661 -51%
JTWM
3439
Jackson Thornton Wealth Management
Alabama
$234K +$234K +1,612 New
BMD
3440
Better Money Decisions
New Mexico
$234K +$4.51K +31 +2%
GCWM
3441
Graham Capital Wealth Management
District of Columbia
$233K
BWP
3442
Bernardo Wealth Planning
Pennsylvania
$233K -$3.2K -22 -1%
WFC
3443
Western Financial Corp
California
$233K -$17.5K -120 -7%
VI
3444
Versor Investments
New York
$233K -$534K -3,674 -70%
KCM
3445
Kendall Capital Management
Maryland
$232K
IPW
3446
IronBridge Private Wealth
Texas
$230K +$1.6K +11 +0.7%
CC
3447
Copperleaf Capital
North Carolina
$229K +$229K +1,577 New
FCM
3448
Family Capital Management
Michigan
$229K +$229K +1,576 New
GKIM
3449
GW&K Investment Management
Massachusetts
$229K +$141K +970 +161%
PFP
3450
Paragon Financial Partners
California
$229K +$145 +1 +0.1%