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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 %
KFS
3526
Kelly Financial Services
Massachusetts
$196K +$25.5K +175 +15%
ICM
3527
Intrepid Capital Management
Florida
$195K +$195K +1,344 New
FCG
3528
Financial Connections Group
California
$193K +$178K +1,227 +1,169%
JWM
3529
Janiczek Wealth Management
Colorado
$193K +$14.1K +97 +8%
SIS
3530
Strategic Investment Solutions
Illinois
$192K -$107K -775 -36%
HF
3531
Halpern Financial
Virginia
$192K -$16K -110 -8%
LCM
3532
Linker Capital Management
Kentucky
$192K +$192K +1,318 New
NCM
3533
Northwest Capital Management
Oregon
$190K +$190K +1,304 New
SF
3534
Safeguard Financial
Wisconsin
$188K +$188K +1,298 New
C
3535
Covestor
United Kingdom
$184K -$60.6K -417 -25%
CMP
3536
Coston McIsaac & Partners
Maine
$184K +$145 +1 +0.1%
PP
3537
PFS Partners
New Jersey
$182K -$2.47K -17 -1%
PO
3538
Private Ocean
California
$182K +$43.1K +296 +31%
OA
3539
Operose Advisors
Wisconsin
$182K +$46.7K +321 +35%
MS
3540
Mizuho Securities
Japan
$180K +$34.9K +240 +24%
OPTFSNA
3541
Old Point Trust & Financial Services N A
Virginia
$178K +$178K +1,227 New
GC
3542
Gibson Capital
Pennsylvania
$177K +$177K +1,216 New
AWM
3543
Abound Wealth Management
Tennessee
$175K +$19.5K +134 +13%
LFA
3544
Legend Financial Advisors
Pennsylvania
$172K +$10.2K +70 +6%
TCM
3545
TD Capital Management
Tennessee
$172K +$291 +2 +0.2%
BIA
3546
Bell Investment Advisors
California
$171K +$13.8K +95 +9%
TF
3547
TimeScale Financial
Massachusetts
$159K +$436 +3 +0.3%
KI
3548
Kapitalo Investimentos
Brazil
$156K +$156K +1,074 New
HB
3549
Horizon Bancorp
Indiana
$156K +$153K +1,055 +5,275%
TCM
3550
Tradewinds Capital Management
Washington
$155K