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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 %
MC
1601
Mathes Company
New York
$3.63M +$3.63M +24,941 New
WPC
1602
Wedmont Private Capital
Pennsylvania
$3.62M +$760K +5,075 +27%
CA
1603
Continuum Advisory
Idaho
$3.62M +$21.1K +298 +0.6%
HNW
1604
High Note Wealth
Minnesota
$3.62M -$184K -1,263 -5%
CWM
1605
Cornerstone Wealth Management
Missouri
$3.62M +$447K +3,075 +14%
SCI
1606
S&CO Inc
Massachusetts
$3.61M
GD
1607
Grandfield & Dodd
New York
$3.59M -$1.42M -9,768 -28%
HWA
1608
HCR Wealth Advisors
California
$3.59M +$310K +2,134 +9%
HPCM
1609
Hunter Perkins Capital Management
Illinois
$3.59M +$2.54M +24,661 +244%
GCA
1610
Gradient Capital Advisors
California
$3.58M -$24.4K -168 -0.7%
RAM
1611
Roanoke Asset Management
New Jersey
$3.58M +$1.16K +8 +0%
AIC
1612
Argus Investors Counsel
New York
$3.57M +$44.5K +306 +1%
FMTCOCP
1613
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3.57M -$36.2K -249 -1%
TBNY
1614
Trustco Bank (New York)
New York
$3.57M -$291K -2,000 -8%
MAM
1615
Mystic Asset Management
Rhode Island
$3.56M -$32K -220 -0.9%
NDSI
1616
Newman Dignan & Sheerar Inc
Rhode Island
$3.56M -$43.8K -301 -1%
WP
1617
WealthSource Partners
California
$3.56M +$97.7K +672 +3%
AC
1618
Addison Capital
Pennsylvania
$3.56M -$13.7K -94 -0.4%
MWM
1619
Mattern Wealth Management
Kansas
$3.55M +$462K +3,175 +15%
SF
1620
Slagle Financial
Illinois
$3.54M +$3.54M +24,314 New
WAS
1621
Winch Advisory Services
Wisconsin
$3.53M +$42.3K +291 +1%
SM
1622
Sweeney & Michel
California
$3.52M -$49.7K -319 -1%
FAIM
1623
Financial Advocates Investment Management
Washington
$3.52M +$39.6K +272 +1%
WA
1624
Waverly Advisors
Alabama
$3.52M -$2.28M -15,682 -39%
HA
1625
Harbor Advisors
Florida
$3.51M