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JPMorgan Chase

2,630 hedge funds and large institutions have $261B invested in JPMorgan Chase in 2019 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,173 increasing their positions, 1,039 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
+36
Holders Change %
+1.39%
% of All Funds
57.21%
Holding in Top 10
605
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+14.37%
% of All Funds
13.16%
New
135
Increased
1,173
Reduced
1,039
Closed
71
Calls
$2.84B
Puts
$3.96B
Net Calls
-$1.12B
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Shares
Change %
MTC
2476
McDaniel Terry & Co
Texas
$232K -$43.8K -391 -16%
PHAM
2477
Palisades Hudson Asset Management
Florida
$232K
LRIA
2478
Leonard Rickey Investment Advisors
Washington
$232K +$232K +2,077 New
VBFG
2479
Vishria Bird Financial Group
Tennessee
$231K +$231K +2,067 New
BRC
2480
Bell Rock Capital
Delaware
$230K -$2.62M -23,423 -92%
SNBOSCI
2481
Security National Bank of Sioux City Iowa
Iowa
$230K
BWM
2482
Brickley Wealth Management
California
$230K +$230K +2,059 New
CIC
2483
Cutler Investment Counsel
Oregon
$229K +$229K +2,051 New
DCM
2484
Driehaus Capital Management
Illinois
$227K -$44.9K -402 -17%
TFA
2485
TPG Financial Advisors
Oregon
$227K +$227K +2,014 New
EWA
2486
ERTS Wealth Advisors
Michigan
$226K +$112 +1 +0%
JPG
2487
Jordan Park Group
California
$226K +$226K +2,020 New
GIP
2488
Greatmark Investment Partners
Georgia
$225K
NCM
2489
New Capital Management
Texas
$225K +$1.46K +13 +0.7%
RFWA
2490
RPg Family Wealth Advisory
Massachusetts
$224K -$42.5K -380 -16%
ROC
2491
River Oaks Capital
Minnesota
$224K
GC
2492
Garde Capital
Washington
$224K +$224K +2,000 New
MCMT
2493
Moon Capital Management (Tennessee)
Tennessee
$224K -$6.15K -55 -3%
TCM
2494
Tanaka Capital Management
New York
$223K -$2.13K -19 -0.9%
MLFP
2495
MPS Loria Financial Planners
Illinois
$223K +$557 +5 +0.3%
TFA
2496
Transamerica Financial Advisors
Florida
$222K +$222K +1,986 New
SWMG
2497
Strategic Wealth Management Group
Maryland
$221K -$11.5K -103 -5%
PCMK
2498
Paragon Capital Management (Kansas)
Kansas
$221K +$13.1K +117 +6%
FPGK
2499
Financial Partners Group (Kansas)
Kansas
$220K +$220K +1,964 New
AC
2500
Avenir Corporation
Virginia
$220K +$220K +1,970 New