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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 %
EI
3476
Ellevest Inc
New York
$158K -$35.2K -270 -18%
IWP
3477
IAG Wealth Partners
Wisconsin
$156K +$26.1K +200 +20%
TCM
3478
TD Capital Management
Tennessee
$154K -$8.34K -64 -5%
KFS
3479
Kelly Financial Services
Massachusetts
$153K +$10.6K +81 +7%
TCWA
3480
Ten Capital Wealth Advisors
Washington
$150K +$31.4K +241 +27%
LFA
3481
Legend Financial Advisors
Pennsylvania
$145K -$9.25K -71 -6%
HIM
3482
Hillsdale Investment Management
Ontario, Canada
$143K +$13K +100 +10%
TF
3483
TimeScale Financial
Massachusetts
$142K -$130 -1 -0.1%
BIA
3484
Bell Investment Advisors
California
$141K -$10.7K -82 -7%
TCM
3485
Tradewinds Capital Management
Washington
$139K -$18K -138 -11%
AWM
3486
Abound Wealth Management
Tennessee
$139K +$12.2K +94 +10%
SCA
3487
Sander Capital Advisors
Washington
$138K +$92.2K +705 +201%
CCMI
3488
Creative Capital Management Investments
California
$134K +$105K +806 +363%
NOI
3489
Newton One Investments
Delaware
$133K
PP
3490
PrairieView Partners
Minnesota
$132K +$1.69K +13 +1%
IUHSA
3491
Itau Unibanco Holding S.A.
Brazil
$130K +$130K +1,001 New
MS
3492
Mizuho Securities
Japan
$130K -$176K -1,350 -57%
TA
3493
Teramo Advisors
Florida
$130K -$65.2K -500 -33%
OAJ
3494
Ogorek Anthony Joseph
New York
$125K
PO
3495
Private Ocean
California
$124K +$18.6K +143 +18%
FSWA
3496
Financial Synergies Wealth Advisors
Texas
$124K +$78.7K +604 +174%
RDIA
3497
RE Dickinson Investment Advisors
Iowa
$124K
HFS
3498
HBC Financial Services
Washington
$124K +$139 +1 +0.1%
TCCM
3499
Timber Creek Capital Management
Massachusetts
$124K -$26.1K -200 -17%
2L
3500
25 LLC
Missouri
$122K +$122K +889 New