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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 %
MC
3501
Machina Capital
France
$121K +$121K +931 New
OA
3502
Operose Advisors
Wisconsin
$121K
BAM
3503
Baldrige Asset Management
Pennsylvania
$121K
CWA
3504
Core Wealth Advisors
Florida
$119K -$7.69K -59 -6%
MFT
3505
Moisand Fitzgerald Tamayo
Florida
$105K +$2.61K +20 +3%
WAM
3506
WFA Asset Management
Wisconsin
$103K +$782 +6 +0.8%
SC
3507
Schubert & Co
Texas
$102K -$3.39K -26 -3%
OBWP
3508
O'Brien Wealth Partners
Massachusetts
$101K -$17.6K -135 -15%
QL
3509
Quarry LP
New York
$98.5K +$74.4K +571 +309%
ACM
3510
Antonetti Capital Management
Florida
$97.1K -$72.3K -555 -43%
EWP
3511
Elevation Wealth Partners
California
$95.6K +$95.6K +734 New
FA
3512
Financial Avengers
California
$93.2K +$521 +4 +0.6%
GWM
3513
Guardian Wealth Management
Illinois
$92K +$3.13K +24 +4%
LSA
3514
Lansing Street Advisors
Pennsylvania
$88.2K -$221K -1,698 -71%
DF
3515
DecisionPoint Financial
Arizona
$82.5K +$3K +23 +4%
TWD
3516
True Wealth Design
Ohio
$82.4K +$8.86K +68 +12%
MFA
3517
McClarren Financial Advisors
Pennsylvania
$82K +$256 +2 +0.3%
GKIM
3518
GW&K Investment Management
Massachusetts
$78K +$78K +602 New
MCA
3519
Maryland Capital Advisors
Maryland
$74.9K
BC
3520
BIT Capital
Germany
$74.3K -$114K -874 -61%
APW
3521
Acima Private Wealth
Virginia
$74.1K +$14.3K +110 +24%
VFIC
3522
Valley Forge Investment Consultants
Pennsylvania
$73.4K
AIC
3523
Ayalon Insurance Company
Israel
$73K
HCM
3524
Horrell Capital Management
Arkansas
$71K
TWP
3525
TFO Wealth Partners
Ohio
$69.8K +$58.1K +446 +496%