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JPMorgan Chase

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
NC
2476
NewSquare Capital
Pennsylvania
$172K +$11.1K +114 +7%
MWC
2477
MKD Wealth Coaches
Michigan
$172K +$172K +1,764 New
CAM
2478
CenterStar Asset Management
Illinois
$166K -$1.05M
HCM
2479
Horrell Capital Management
Arkansas
$161K
RCAG
2480
Rehmann Capital Advisory Group
Michigan
$154K -$1.95M -19,993 -93%
PCFFS
2481
Pacific Center for Financial Services
California
$150K -$5.77K -59 -4%
GT
2482
Glenmede Trust
Pennsylvania
$149K -$1.31K -13,423 -0.9%
KL
2483
KWMG LLC
Kansas
$148K
BL
2484
Balentine LLC
Georgia
$144K +$96K +985 +200%
LWM
2485
Liberty Wealth Management
California
$143K +$143K +1,466 New
AIS
2486
Accurate Investment Solutions
Pennsylvania
$142K +$2.24K +23 +2%
CFA
2487
Clarfeld Financial Advisors
New York
$134K +$134K +1,377 New
SA
2488
SRH Advisors
Kansas
$133K +$78.4K +800 +143%
ED
2489
Exane Derivatives
France
$132K -$97.6K -1,000 -43%
LWM
2490
Lenox Wealth Management
Ohio
$130K +$8.81K +90 +7%
APC
2491
Aspire Private Capital
North Carolina
$129K +$129K +1,323 New
QI
2492
QV Investors
Alberta, Canada
$128K +$10.7K +110 +9%
1NWS
2493
1 North Wealth Services
Maryland
$128K +$128K +1,312 New
PCC
2494
Park Circle Company
Maryland
$127K
HFM
2495
Harvest Fund Management
China
$121K -$82.1K -841 -40%
AA
2496
AlphaMark Advisors
Kentucky
$116K
OBWP
2497
O'Brien Wealth Partners
Massachusetts
$115K +$822 +8 +0.7%
KBFS
2498
Kohmann Bosshard Financial Services
Ohio
$114K +$7.89K +81 +7%
SAM
2499
Sycomore Asset Management
France
$114K +$114K +1,100 New
SGS
2500
Sterling Global Strategies
California
$113K +$113K +1,158 New