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JPMorgan Chase

3,678 hedge funds and large institutions have $297B invested in JPMorgan Chase in 2023 Q3 according to their latest regulatory filings, with 160 funds opening new positions, 1,565 increasing their positions, 1,558 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,678
Holders Change
+37
Holders Change %
+1.02%
% of All Funds
58.65%
Holding in Top 10
508
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+2.42%
% of All Funds
8.1%
New
160
Increased
1,565
Reduced
1,558
Closed
80
Calls
$6.11B
Puts
$8.12B
Net Calls
-$2.01B
Net Calls Change
-$1.96B
Name Holding Trade Value Shares
Change
Shares
Change %
Legacy Financial Group (Iowa)
3626
Legacy Financial Group (Iowa)
Iowa
$58K +$58K +400 New
MAM
3627
Marquette Asset Management
Minnesota
$58K
FWA
3628
FSC Wealth Advisors
New York
$56.1K +$41.8K +288 +291%
MIM
3629
Meridiem Investment Management
United Kingdom
$55.1K
KI
3630
Kapitalo Investimentos
Brazil
$52.4K -$103K -713 -66%
NMG
3631
New Millennium Group
Utah
$51.6K
TWD
3632
True Wealth Design
Ohio
$51.3K -$30.6K -211 -37%
CMA
3633
Cedar Mountain Advisors
Oregon
$50.2K -$9.15K -63 -15%
RTL
3634
Red Tortoise LLC
Georgia
$49.6K
TCM
3635
Tanaka Capital Management
New York
$48K -$2.9K -20 -6%
BSWA
3636
Bromfield Sneider Wealth Advisors
Massachusetts
$42.1K
HWM
3637
Horizons Wealth Management
North Carolina
$40.3K -$10.2K -70 -20%
TVWM
3638
Tower View Wealth Management
Wisconsin
$40K +$287 +2 +0.7%
BFP
3639
Briaud Financial Planning
Texas
$40K +$40K +277 New
CCMI
3640
Creative Capital Management Investments
California
$38.7K
UIA
3641
Ulland Investment Advisors
Minnesota
$38K -$12.4K -86 -25%
PPWM
3642
PFG Private Wealth Management
Florida
$38K -$87.9K -606 -70%
VF
3643
VitalStone Financial
Texas
$37K -$30.9K -211 -45%
EA
3644
Evolution Advisers
Virginia
$36K
MIM
3645
Macroview Investment Management
Maryland
$34.5K +$34K +235 +7,833%
CM
3646
Capula Management
Cayman Islands
$34.4K +$34.4K +237 New
GIS
3647
Grayhawk Investment Strategies
Alberta, Canada
$32.2K
DWA
3648
Delos Wealth Advisors
Texas
$31.2K
LWA
3649
Lowe Wealth Advisors
Maryland
$21.8K -$2.9K -20 -12%
CIR
3650
Clear Investment Research
Georgia
$20.5K +$437 +3 +2%