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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 %
CPSAC
326
Chas P. Smith & Associates (CPS)
Florida
$57.1M +$1.19M +8,169 +2%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$57M +$7.14M +49,081 +14%
WPC
328
Waters Parkerson & Co
Louisiana
$56.5M -$356K -2,446 -0.6%
TH
329
TCTC Holdings
Texas
$56.4M +$17.7K +122 +0%
CRC
330
Curi RMB Capital
Illinois
$56.2M -$4.38M -30,143 -7%
LWCA
331
Locust Wood Capital Advisers
New York
$55.9M +$2.47M +17,010 +5%
NA
332
NewEdge Advisors
Louisiana
$55.7M +$3.61M +24,836 +7%
NC
333
Nicholas Company
Wisconsin
$55.6M
DADC
334
D.A. Davidson & Co
Montana
$55.5M -$236K -1,625 -0.4%
IGAM
335
iA Global Asset Management
Quebec, Canada
$55.5M +$55.5M +381,686 New
SOADOR
336
State of Alaska Department of Revenue
Alaska
$54.8M -$4.04M -27,803 -7%
ACM
337
Advisors Capital Management
New Jersey
$54.7M +$720K +4,953 +1%
SCP
338
Seizert Capital Partners
Michigan
$54.3M -$765K -5,260 -1%
X
339
Xponance
Pennsylvania
$53.9M -$2.78M -19,114 -5%
PMG
340
Private Management Group
California
$53.9M -$178K -1,225 -0.3%
VDI
341
Vaughan David Investments
Illinois
$53.8M +$191K +1,311 +0.4%
ELC
342
Edgar Lomax Company
Virginia
$52.9M -$718K -4,937 -1%
RMDI
343
R.M. Davis Inc
Maine
$52.8M -$812K -5,584 -2%
OC
344
Oppenheimer & Co
New York
$52.4M -$786K -5,401 -1%
SW
345
SVB Wealth
Massachusetts
$51.9M -$16.4M -112,420 -24%
PWP
346
Principle Wealth Partners
Connecticut
$51.3M -$199K -1,369 -0.4%
CAN
347
Cetera Advisor Networks
California
$50.9M +$363K +2,495 +0.7%
CIC
348
Carnegie Investment Counsel
Ohio
$50.8M +$535K +3,681 +1%
Dodge & Cox
349
Dodge & Cox
California
$50.4M -$2.39M -16,415 -5%
CNB
350
Czech National Bank
Czech Republic
$50.3M +$65K +447 +0.1%