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JPMorgan Chase

2,603 hedge funds and large institutions have $270B invested in JPMorgan Chase in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 1,120 increasing their positions, 1,116 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,603
Holders Change
-27
Holders Change %
-1.03%
% of All Funds
57.17%
Holding in Top 10
663
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+9.59%
% of All Funds
14.56%
New
89
Increased
1,120
Reduced
1,116
Closed
95
Calls
$3.4B
Puts
$5.15B
Net Calls
-$1.75B
Net Calls Change
-$630M
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
2476
Tanaka Capital Management
New York
$228K -$6.36K -54 -3%
AIFS
2477
A&I Financial Services
Colorado
$228K
DWA
2478
Divergent Wealth Advisors
Utah
$228K
BA
2479
BCM Advisors
Louisiana
$228K +$228K +1,938 New
MFG
2480
Merit Financial Group
Georgia
$227K +$227K +1,933 New
ACA
2481
Anchor Capital Advisors
Massachusetts
$226K +$226K +1,917 New
SICM
2482
Sustainable Insight Capital Management
New York
$224K -$35.4K -300 -14%
OWM
2483
Orgel Wealth Management
Wisconsin
$224K
CCT
2484
Capital City Trust
Florida
$221K +$3.18K +27 +1%
GG
2485
Greenwood Gearhart
Arkansas
$220K -$188K -1,600 -46%
BDF
2486
Black Diamond Financial
Maryland
$219K
CHA
2487
Cooper/Haims Advisors
New York
$218K
SAM
2488
SP Asset Management
California
$218K +$1.18K +10 +0.5%
CC
2489
Caxton Corporation
New Jersey
$218K +$218K +1,853 New
SVCP
2490
Silicon Valley Capital Partners
California
$217K -$143K -1,211 -40%
IA
2491
Independence Advisors
Pennsylvania
$215K -$10.1K -86 -5%
NA
2492
Nottingham Advisors
New York
$214K -$7.3K -62 -3%
BC
2493
Barnett & Company
Tennessee
$213K +$4.95K +42 +2%
OHS
2494
Odey Holdings (Switzerland)
Switzerland
$212K
Two Sigma Advisers
2495
Two Sigma Advisers
New York
$212K +$212K +1,800 New
GAM
2496
Garrison Asset Management
Arkansas
$211K -$17.8K -151 -8%
TFO
2497
Tarbox Family Office
California
$211K
MAA
2498
Mraz Amerine & Associates
California
$210K -$17.6K -150 -8%
CCP
2499
Clarkston Capital Partners
Michigan
$209K -$78.6K -668 -27%
MWC
2500
MKD Wealth Coaches
Michigan
$209K