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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 %
BWM
3451
BCS Wealth Management
Tennessee
$228K +$228K +1,569 New
SCA
3452
Sage Capital Advisors
South Dakota
$226K -$5.09K -35 -2%
MWM
3453
MBE Wealth Management
Wisconsin
$226K +$226K +1,551 New
D
3454
Dentgroup
Louisiana
$225K +$1.6K +11 +0.7%
CWM
3455
ClientFirst Wealth Management
Arkansas
$225K +$225K +1,504 New
PCMK
3456
Paragon Capital Management (Kansas)
Kansas
$225K -$10K -69 -4%
AIFAIM
3457
American Institute for Advanced Investment Management
Arizona
$224K +$224K +1,543 New
VBFP
3458
Valtinson Bruner Financial Planning
Minnesota
$224K +$224K +1,542 New
SWP
3459
ShoreHaven Wealth Partners
New Jersey
$224K -$13.1K -90 -6%
RLIM
3460
Red Lighthouse Investment Management
New York
$224K
KWM
3461
KFG Wealth Management
Indiana
$224K +$224K +1,538 New
CWA
3462
Continuum Wealth Advisors
New York
$223K
CWM
3463
Cedar Wealth Management
California
$223K
EP
3464
Essential Planning
New Hampshire
$223K +$223K +1,534 New
AA
3465
AJ Advisors
Tennessee
$223K +$223K +1,534 New
LD
3466
Lipe & Dalton
New York
$223K -$12.4K -85 -5%
FSA
3467
Financial Services Advisory
Maryland
$223K +$223K +1,533 New
MWP
3468
Madison Wealth Partners
Wisconsin
$223K +$223K +1,531 New
AFA
3469
American Financial Advisors
Georgia
$222K +$222K +1,530 New
BWM
3470
Boyd Wealth Management
California
$222K +$222K +1,527 New
ORI
3471
Oak Ridge Investments
Illinois
$222K -$18.3K -126 -8%
VBWMG
3472
Von Berge Wealth Management Group
California
$221K +$221K +1,520 New
RWA
3473
Redmont Wealth Advisors
Illinois
$220K +$220K +1,516 New
WIM
3474
Warwick Investment Management
Texas
$220K +$220K +1,515 New
FDS
3475
Freedom Day Solutions
Texas
$220K +$220K +1,513 New