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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 %
MLFP
3476
MPS Loria Financial Planners
Illinois
$220K -$29.8K -205 -12%
FAM
3477
Family Asset Management
South Carolina
$220K +$220K +1,510 New
TFA
3478
Toth Financial Advisory
Virginia
$220K -$6.4K -44 -3%
LIG
3479
Lokken Investment Group
Delaware
$219K +$219K +1,509 New
ACA
3480
Ascension Capital Advisors
Texas
$219K +$219K +1,507 New
WAM
3481
WealthTrust Asset Management
Florida
$219K -$6.26K -43 -3%
RBC
3482
Roble Belko & Company
Pennsylvania
$219K
AL
3483
ACAS LLC
California
$219K -$14.2K -98 -6%
LFS
3484
Lutz Financial Services
Nebraska
$218K -$15.4K -106 -7%
BLAM
3485
Bourne Lent Asset Management
New York
$218K +$218K +1,500 New
CCM
3486
Chickasaw Capital Management
Tennessee
$218K +$218K +1,500 New
EL
3487
EWA LLC
Pennsylvania
$218K
NEPPG
3488
New England Professional Planning Group
Rhode Island
$218K +$218K +1,497 New
SWM
3489
Seed Wealth Management
Illinois
$218K +$218K +1,496 New
UC
3490
Unio Capital
New Jersey
$216K -$106K -728 -33%
PA
3491
Parkside Advisors
California
$215K -$53.5K -368 -20%
ONSWM
3492
Old North State Wealth Management
North Carolina
$215K +$215K +1,477 New
RA
3493
Riversedge Advisors
Delaware
$215K +$215K +1,475 New
SFP
3494
Sterling Financial Planning
New Jersey
$214K +$214K +1,474 New
BFS
3495
Baskin Financial Services
Ontario, Canada
$213K -$20.8K -143 -9%
AA
3496
AlphaMark Advisors
Kentucky
$213K
KL
3497
KWMG LLC
Kansas
$213K -$52.8K -363 -20%
FCC
3498
Flower City Capital
New York
$212K +$212K +1,461 New
EIP
3499
Ellis Investment Partners
Pennsylvania
$212K -$15.3K -105 -7%
CFC
3500
Coyle Financial Counsel
Illinois
$211K +$211K +1,454 New