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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 %
JTWM
3676
Jackson Thornton Wealth Management
Alabama
-$217K -1,619 Closed
GG
3677
Golden Green
South Carolina
-$217K -1,615 Closed
FIM
3678
Fernwood Investment Management
Massachusetts
-$216K -1,608 Closed
NA
3679
Navellier & Associates
Nevada
-$215K -1,600 Closed
FAM
3680
Family Asset Management
South Carolina
-$213K -1,585 Closed
VAFP
3681
Vahanian & Associates Financial Planning
New York
-$212K -1,583 Closed
AIFAIM
3682
American Institute for Advanced Investment Management
Arizona
-$212K -1,578 Closed
SCA
3683
SMH Capital Advisors
Texas
-$211K -1,572 Closed
ONSWM
3684
Old North State Wealth Management
North Carolina
-$207K -1,543 Closed
KWM
3685
KFG Wealth Management
Indiana
-$206K -1,538 Closed
BWM
3686
Boyd Wealth Management
California
-$205K -1,527 Closed
MWP
3687
Madison Wealth Partners
Wisconsin
-$204K -1,524 Closed
TDC
3688
Thompson Davis & Co
Virginia
-$204K -1,522 Closed
CMS
3689
Capital Market Strategies
Florida
-$204K -1,520 Closed
AFA
3690
American Financial Advisors
Georgia
-$203K -1,511 Closed
ACA
3691
Ascension Capital Advisors
Texas
-$202K -1,507 Closed
CWM
3692
ClientFirst Wealth Management
Arkansas
-$202K -1,504 Closed
CCM
3693
Chickasaw Capital Management
Tennessee
-$201K -1,500 Closed
QCIG
3694
Quad-Cities Investment Group
Iowa
-$201K -1,500 Closed
BLAM
3695
Bourne Lent Asset Management
New York
-$201K -1,500 Closed
VBFP
3696
Valtinson Bruner Financial Planning
Minnesota
-$205K -1,499 Closed
NEPPG
3697
New England Professional Planning Group
Rhode Island
-$201K -1,497 Closed
SPW
3698
Sonoma Private Wealth
California
-$201K -1,497 Closed
SWM
3699
Seed Wealth Management
Illinois
-$201K -1,496 Closed
FIM
3700
FWL Investment Management
Texas
-$140K -1,043 Closed