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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 %
MAM
3601
Marquette Asset Management
Minnesota
$58.2K
MIM
3602
Meridiem Investment Management
United Kingdom
$55.3K
NMG
3603
New Millennium Group
Utah
$51.8K -$1.31K -9 -2%
TCM
3604
Tanaka Capital Management
New York
$51K -$5.09K -35 -9%
UIA
3605
Ulland Investment Advisors
Minnesota
$51K
HWM
3606
Horizons Wealth Management
North Carolina
$50.6K +$4.36K +30 +9%
RTL
3607
Red Tortoise LLC
Georgia
$49.7K +$5.53K +38 +13%
RF
3608
Robbins Farley
New Hampshire
$47.3K -$21.8K -150 -32%
BSWA
3609
Bromfield Sneider Wealth Advisors
Massachusetts
$42.2K
TVWM
3610
Tower View Wealth Management
Wisconsin
$40K +$289 +2 +0.7%
CCMI
3611
Creative Capital Management Investments
California
$38.8K -$111K -761 -74%
EA
3612
Evolution Advisers
Virginia
$36K
NA
3613
Nordwand Advisors
Pennsylvania
$33.5K
GIS
3614
Grayhawk Investment Strategies
Alberta, Canada
$32.3K
DWA
3615
Delos Wealth Advisors
Texas
$31K
LWA
3616
Lowe Wealth Advisors
Maryland
$24.7K
YAL
3617
Your Advocates Ltd
Texas
$21.8K +$14.5K +100 +200%
FGAM
3618
Financial Gravity Asset Management
Texas
$20.8K +$5.07K +42 +32%
CIR
3619
Clear Investment Research
Georgia
$20.2K +$2.34K +16 +13%
NECFA
3620
New England Capital Financial Advisors
Connecticut
$18.8K
SV
3621
Sturgeon Ventures
United Kingdom
$16.6K
HWM
3622
HighMark Wealth Management
Minnesota
$15.8K +$10.3K +71 +187%
CWA
3623
Carolina Wealth Advisors
South Carolina
$14.4K
FWA
3624
FSC Wealth Advisors
New York
$14.4K
JMF
3625
Johnson Midwest Financial
Iowa
$14.1K