JPM icon

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 %
GWSA
3526
Global Wealth Strategies & Associates
Colorado
$69.7K +$1.17K +9 +2%
RAM
3527
Riggs Asset Management
Pennsylvania
$68.4K +$4.3K +33 +7%
MFG
3528
Mendota Financial Group
Wisconsin
$68K
RF
3529
Robbins Farley
New Hampshire
$61.9K +$21.8K +167 +54%
IHWM
3530
Iron Horse Wealth Management
Iowa
$59.3K
APC
3531
Aspire Private Capital
North Carolina
$54.4K +$783 +6 +1%
ST
3532
Sageworth Trust
Pennsylvania
$53K +$38.6K +296 +267%
MAM
3533
Marquette Asset Management
Minnesota
$52.1K
CMA
3534
Cedar Mountain Advisors
Oregon
$50.9K +$130 +1 +0.3%
TCM
3535
Tanaka Capital Management
New York
$50K
MIM
3536
Meridiem Investment Management
United Kingdom
$49.5K
NMG
3537
New Millennium Group
Utah
$47.5K
UIA
3538
Ulland Investment Advisors
Minnesota
$46K
HWM
3539
Horizons Wealth Management
North Carolina
$41.4K
RTL
3540
Red Tortoise LLC
Georgia
$39.6K -$32.6K -250 -45%
GIS
3541
Grayhawk Investment Strategies
Alberta, Canada
$39K -$12.2M -69,556 -100%
BSWA
3542
Bromfield Sneider Wealth Advisors
Massachusetts
$37.8K
TVWM
3543
Tower View Wealth Management
Wisconsin
$36K +$262 +2 +0.7%
EA
3544
Evolution Advisers
Virginia
$32K
NA
3545
Nordwand Advisors
Pennsylvania
$30K +$30K +230 New
ARS
3546
Adirondack Retirement Specialists
New York
$29K +$24.3K +189 +511%
DWA
3547
Delos Wealth Advisors
Texas
$27.8K -$38.1K -292 -58%
DCM
3548
Disciplina Capital Management
Tennessee
$27.2K -$1.43K -11 -5%
CPFP
3549
Clear Perspectives Financial Planning
Ohio
$24.2K
LWA
3550
Lowe Wealth Advisors
Maryland
$22.2K +$2.61K +20 +13%