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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 %
FPF
3451
First Pacific Financial
Washington
$204K
EIP
3452
Ellis Investment Partners
Pennsylvania
$204K -$31.8K -244 -14%
TFA
3453
Toth Financial Advisory
Virginia
$202K +$14.7K +113 +8%
WAM
3454
WealthTrust Asset Management
Florida
$202K +$7.3K +56 +4%
WAM
3455
Worth Asset Management
Texas
$202K -$6.78K -52 -3%
EL
3456
EWA LLC
Pennsylvania
$201K +$201K +1,499 New
D
3457
Dentgroup
Louisiana
$201K -$2.87K -22 -1%
RLIM
3458
Red Lighthouse Investment Management
New York
$201K
CWA
3459
Continuum Wealth Advisors
New York
$200K
CPA
3460
Cowen Prime Advisors
New York
$200K +$7.45K +54 +4%
CWM
3461
Cedar Wealth Management
California
$200K +$197K +1,510 +6,292%
RBC
3462
Roble Belko & Company
Pennsylvania
$196K
FIA
3463
FNY Investment Advisers
New York
$195K +$195K +1,500 New
AFS
3464
Annapolis Financial Services
Maryland
$192K +$130 +1 +0.1%
BHWM
3465
Beaird Harris Wealth Management
Texas
$192K -$58.8K -451 -23%
AA
3466
AlphaMark Advisors
Kentucky
$191K
DWMG
3467
DB Wealth Management Group
California
$187K +$130 +1 +0.1%
HF
3468
Halpern Financial
Virginia
$186K
RFG
3469
RFP Financial Group
Georgia
$181K -$982K -7,535 -84%
KFP
3470
KB Financial Partners
New Jersey
$179K -$4.83K -37 -3%
JWM
3471
Janiczek Wealth Management
Colorado
$171K -$14.2K -102 -8%
PP
3472
PFS Partners
New Jersey
$166K +$35.2K +270 +27%
RI
3473
Ridgewood Investments
New Jersey
$164K -$106K -813 -39%
CMP
3474
Coston McIsaac & Partners
Maine
$164K +$6.48K +50 +4%
PPWM
3475
PFG Private Wealth Management
Florida
$159K -$181K -1,388 -53%