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JPMorgan Chase

2,594 hedge funds and large institutions have $238B invested in JPMorgan Chase in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 1,184 increasing their positions, 1,022 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,594
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
56.23%
Holding in Top 10
529
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-17.6%
% of All Funds
11.47%
New
132
Increased
1,184
Reduced
1,022
Closed
92
Calls
$2.2B
Puts
$2.93B
Net Calls
-$735M
Net Calls Change
+$871M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
2476
Tanaka Capital Management
New York
$203K +$1.11K +11 +0.6%
GIP
2477
Greatmark Investment Partners
Georgia
$203K +$203K +2,010 New
MLFP
2478
MPS Loria Financial Planners
Illinois
$202K -$68K -672 -25%
EC
2479
EJF Capital
Virginia
$202K -$50.5K -500 -20%
ROC
2480
River Oaks Capital
Minnesota
$202K -$50.5K -500 -20%
MCM
2481
McRae Capital Management
New Jersey
$202K -$30.3K -300 -13%
MAA
2482
Mraz Amerine & Associates
California
$202K -$8.49K -84 -4%
NCM
2483
New Capital Management
Texas
$202K +$1.42K +14 +0.7%
SIM
2484
Spark Investment Management
New York
$202K +$202K +2,000 New
LBA
2485
Letko, Brosseau & Associates
Quebec, Canada
$202K +$202K +2,000 New
LWA
2486
Lenox Wealth Advisors
New York
$193K -$101 -1 -0.1%
LD
2487
Lipe & Dalton
New York
$191K
PCMK
2488
Paragon Capital Management (Kansas)
Kansas
$188K +$188K +1,861 New
LWM
2489
Lenox Wealth Management
Ohio
$186K +$51.4K +507 +38%
BC
2490
Barnett & Company
Tennessee
$179K
NC
2491
NewSquare Capital
Pennsylvania
$179K
MWC
2492
MKD Wealth Coaches
Michigan
$179K +$909 +9 +0.5%
KC
2493
Knuff & Co
California
$175K +$65.9K +650 +60%
SCM
2494
Shelton Capital Management
Colorado
$174K -$1.46M -147,901 -89%
HCM
2495
Horrell Capital Management
Arkansas
$167K
SFA
2496
Semmax Financial Advisors
North Carolina
$167K +$109K +1,076 +187%
AA
2497
Advisory Alpha
Michigan
$164K +$164K +1,457 New
QT
2498
Quantbot Technologies
New York
$162K -$6.92M -68,776 -98%
GT
2499
Glenmede Trust
Pennsylvania
$156K +$920 +9,088 +0.6%
KL
2500
KWMG LLC
Kansas
$153K