JPM icon

JPMorgan Chase

3,641 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, 1,503 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,641
Holders Change
+61
Holders Change %
+1.7%
% of All Funds
57.43%
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
1,503
Closed
95
Calls
$8.35B
Puts
$8.4B
Net Calls
-$43.5M
Net Calls Change
+$851M
Name Holding Trade Value Shares
Change
Shares
Change %
EWP
3576
Elevation Wealth Partners
California
$107K
FA
3577
Financial Avengers
California
$105K +$582 +4 +0.6%
RI
3578
Ridgewood Investments
New Jersey
$105K -$78.9K -542 -43%
GWM
3579
Guardian Wealth Management
Illinois
$103K +$727 +5 +0.7%
LSA
3580
Lansing Street Advisors
Pennsylvania
$99.1K +$582 +4 +0.6%
ACM
3581
Antonetti Capital Management
Florida
$98.8K -$9.6K -66 -9%
MCA
3582
Maryland Capital Advisors
Maryland
$98.6K +$15K +103 +18%
DCM
3583
Disciplina Capital Management
Tennessee
$97.5K +$67.1K +461 +221%
DF
3584
DecisionPoint Financial
Arizona
$88.7K -$3.35K -23 -4%
APW
3585
Acima Private Wealth
Virginia
$82.8K
TWD
3586
True Wealth Design
Ohio
$82.1K -$9.88K -68 -11%
VFIC
3587
Valley Forge Investment Consultants
Pennsylvania
$81.9K
HCM
3588
Horrell Capital Management
Arkansas
$80K
TWP
3589
TFO Wealth Partners
Ohio
$78K
GWSA
3590
Global Wealth Strategies & Associates
Colorado
$74.9K -$2.91K -20 -4%
QL
3591
Quarry LP
New York
$73.9K -$36.1K -248 -33%
RAM
3592
Riggs Asset Management
Pennsylvania
$73K -$3.35K -23 -4%
MFG
3593
Mendota Financial Group
Wisconsin
$70.2K -$2.33K -16 -3%
MWA
3594
Miller Wealth Advisors
Colorado
$66.9K +$66.9K +460 New
IHWM
3595
Iron Horse Wealth Management
Iowa
$66.2K
HC
3596
Hoese & Co
Minnesota
$64.7K -$146K -1,003 -69%
VF
3597
VitalStone Financial
Texas
$61K +$60.9K +463 +46,300%
APC
3598
Aspire Private Capital
North Carolina
$60.7K +$145 +1 +0.2%
CMA
3599
Cedar Mountain Advisors
Oregon
$59.5K +$2.62K +18 +5%
MAM
3600
Marquette Asset Management
Minnesota
$58.2K