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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 %
BCM
3501
Basso Capital Management
Connecticut
$211K +$211K +1,451 New
JFG
3502
JMG Financial Group
Illinois
$211K -$25K -172 -11%
CPA
3503
Cowen Prime Advisors
New York
$211K
WAM
3504
Worth Asset Management
Texas
$210K -$15K -103 -7%
RA
3505
Rise Advisors
New York
$210K -$22.8K -157 -10%
JPLA
3506
Joseph P. Lucia & Associates
New York
$210K -$29.1K -200 -12%
DWMG
3507
DB Wealth Management Group
California
$209K +$145 +1 +0.1%
PP
3508
PrairieView Partners
Minnesota
$209K +$61.7K +424 +42%
B
3509
Bensler
Washington
$209K +$209K +1,435 New
QCIG
3510
Quad-Cities Investment Group
Iowa
$209K +$209K +1,434 New
WJA
3511
Willis Johnson & Associates
Texas
$209K -$26.5K -182 -11%
SFG
3512
Sterling Financial Group
California
$208K +$208K +1,432 New
LAM
3513
Lountzis Asset Management
Pennsylvania
$207K +$207K +1,340 New
CCA
3514
Clearwater Capital Advisors
Illinois
$207K +$207K +1,421 New
BHWM
3515
Beaird Harris Wealth Management
Texas
$206K -$8.44K -58 -4%
KFP
3516
Keystone Financial Planning
Ohio
$206K +$206K +1,413 New
PWA
3517
Peterson Wealth Advisors
Utah
$205K +$205K +1,400 New
CCM
3518
Compton Capital Management
Rhode Island
$204K -$1.59M -10,951 -89%
YWM
3519
Yoder Wealth Management
California
$203K +$203K +1,395 New
AWM
3520
AAF Wealth Management
Massachusetts
$202K -$58K -399 -22%
SA
3521
Sicart Associates
New York
$201K +$201K +1,385 New
RWM
3522
Rezny Wealth Management
Florida
$201K -$43.6K -300 -18%
LAM
3523
LifePro Asset Management
California
$201K +$201K +1,381 New
AFO
3524
Arrowroot Family Office
California
$200K +$200K +1,377 New
KFP
3525
KB Financial Partners
New Jersey
$199K -$874 -6 -0.4%