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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 %
WAG
3651
Windsor Advisory Group
Ohio
-$362K -2,702 Closed
ICM
3652
Intrepid Capital Management
Florida
-$349K -2,603 Closed
HWP
3653
Heritage Wealth Partners
Ohio
-$335K -2,480 Closed
CF
3654
Clarity Financial
Texas
-$332K -2,474 Closed
NAG
3655
Northstar Advisory Group
New Jersey
-$331K -2,472 Closed
EW
3656
Enzi Wealth
Texas
-$336K -2,427 Closed
FA
3657
Fiducient Advisors
Illinois
-$310K -2,310 Closed
CA
3658
Claris Advisors
Missouri
-$302K -2,254 Closed
CWMGP
3659
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
-$295K -2,198 Closed
RWA
3660
Redmont Wealth Advisors
Illinois
-$291K -2,169 Closed
CI
3661
Carroll Investors
South Carolina
-$288K -2,158 Closed
RW
3662
RVW Wealth
California
-$288K -2,145 Closed
CWM
3663
CCG Wealth Management
California
-$279K -2,083 Closed
HI
3664
Harper Investing
California
-$279K -2,082 Closed
FF
3665
Fluent Financial
Texas
-$278K -2,076 Closed
BZWA
3666
Blue Zone Wealth Advisors
California
-$266K -1,981 Closed
WCP
3667
Wick Capital Partners
Pennsylvania
-$261K -1,950 Closed
HWA
3668
Hilltop Wealth Advisors
North Carolina
-$260K -1,936 Closed
AFWM
3669
AMJ Financial Wealth Management
Virginia
-$253K -1,887 Closed
HPWA
3670
Hall Private Wealth Advisors
North Carolina
-$243K -1,813 Closed
AA
3671
AJ Advisors
Tennessee
-$238K -1,776 Closed
E
3672
Ergoteles
New York
-$235K -1,752 Closed
MPW
3673
MGO Private Wealth
California
-$227K -1,694 Closed
DBRC
3674
D.B. Root & Company
Pennsylvania
-$227K -1,691 Closed
CCA
3675
Clearwater Capital Advisors
Illinois
-$226K -1,685 Closed