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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 %
WOSD
3701
WFA of San Diego
California
-$134K -996 Closed
EE
3702
EWG Elevate
California
-$125K -935 Closed
LS
3703
Leelyn Smith
Illinois
-$115K -859 Closed
MWA
3704
Miller Wealth Advisors
Colorado
-$97K -760 Closed
GMA
3705
Glassy Mountain Advisors
Maryland
-$95.7K -714 Closed
PWS
3706
Paragon Wealth Strategies
Florida
-$72.2K -538 Closed
UOTTAIMCU
3707
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$67K -500 Closed
CM
3708
Caption Management
Oklahoma
-$67.1K -500 Closed
SCA
3709
Stuart Chaussee & Associates
California
-$62K -462 Closed
FWA
3710
Freedom Wealth Alliance
Wisconsin
-$60.3K -450 Closed
MS
3711
Marshall & Sullivan
Washington
-$60.3K -450 Closed
Belvedere Trading
3712
Belvedere Trading
Illinois
-$57.8K -431 Closed
RFS
3713
Retirement Financial Solutions
Tennessee
-$26.4K -197 Closed
WA
3714
Win Advisors
Florida
-$23.3K -174 Closed
LWP
3715
Laurel Wealth Planning
Minnesota
-$16.8K -125 Closed
MIM
3716
Macroview Investment Management
Maryland
-$13.1K -98 Closed
MUMSS
3717
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$9K -70 Closed
Q
3718
QVR
California
-$9.39K -70 Closed
DCM
3719
Davidson Capital Management
Texas
-$2.01K -15 Closed