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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 %
MWC
3551
MBM Wealth Consultants
Missouri
$20K
RG
3552
Richelieu Gestion
France
$20K +$20K +150 New
NECFA
3553
New England Capital Financial Advisors
Connecticut
$16.8K
CIR
3554
Clear Investment Research
Georgia
$15.9K +$130 +1 +0.8%
WA
3555
WestEnd Advisors
North Carolina
$15.2K -$160K -1,194 Closed
SV
3556
Sturgeon Ventures
United Kingdom
$15K +$15K +115 New
AWM
3557
Activest Wealth Management
Florida
$13.1K -$1.65M -12,895 -99%
SL
3558
Savior LLC
Massachusetts
$13K
KM
3559
Kalos Management
Georgia
$13K +$13K +100 New
FCG
3560
Financial Connections Group
California
$13K
FWA
3561
FSC Wealth Advisors
New York
$12.9K
CWA
3562
Carolina Wealth Advisors
South Carolina
$12.9K +$1.82K +14 +16%
PS
3563
PayPay Securities
Japan
$12.8K -$7.95K -61 -38%
JMF
3564
Johnson Midwest Financial
Iowa
$12.6K +$130 +1 +1%
BA
3565
Bellwether Advisors
Nebraska
$12.6K -$6.42K -49 -34%
TJHA
3566
Thomas J. Herzfeld Advisors
Florida
$10.9K
CAM
3567
ClariVest Asset Management
California
$10K +$260 +2 +3%
ECM
3568
Everence Capital Management
Indiana
$9.83K
CM
3569
Cornerstone Management
Georgia
$9.12K
RG
3570
Retirement Group
California
$9K +$6.35K +48 +240%
SHIM
3571
Stone House Investment Management
Pennsylvania
$8.55K +$8.55K +66 New
HH
3572
HWG Holdings
Texas
$8.21K
JFG
3573
JDM Financial Group
Texas
$7.82K -$2.22K -17 -22%
BCMIO
3574
Beacon Capital Management Inc (Ohio)
Ohio
$6.91K +$6.91K +53 New
BHWM
3575
Bay Harbor Wealth Management
Maryland
$6.89K