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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 %
AIS
2501
Accurate Investment Solutions
Pennsylvania
$148K +$405 +4 +0.3%
LWM
2502
Liberty Wealth Management
California
$147K -$402 -4 -0.3%
FFW
2503
Fusion Family Wealth
New York
$142K -$716K -7,073 -83%
BL
2504
Balentine LLC
Georgia
$141K -$8.5K -84 -6%
1NWS
2505
1 North Wealth Services
Maryland
$136K +$3.53K +35 +3%
PCFFS
2506
Pacific Center for Financial Services
California
$132K -$23.6K -233 -15%
PCC
2507
Park Circle Company
Maryland
$132K
NWA
2508
New World Advisors
Massachusetts
$130K +$130K +1,286 New
LYV
2509
Live Your Vision
Pennsylvania
$129K +$8.53K +75 +7%
KFS
2510
Kelly Financial Services
Massachusetts
$127K +$127K +1,254 New
HFM
2511
Harvest Fund Management
China
$125K
CFA
2512
Camarda Financial Advisors
Florida
$125K +$69.1K +680 +124%
LF
2513
Lee Financial
Texas
$125K +$112K +1,109 +853%
WCG
2514
Weaver Consulting Group
California
$118K +$118K +1,068 New
PO
2515
Private Ocean
California
$109K
ST
2516
Sageworth Trust
Pennsylvania
$109K +$37.5K +371 +52%
QI
2517
QV Investors
Alberta, Canada
$105K -$27.1K -270 -21%
TCM
2518
TD Capital Management
Tennessee
$103K
QCIG
2519
Quad-Cities Investment Group
Iowa
$103K +$102 +1 +0.1%
LWS
2520
Lucia Wealth Services
California
$102K +$54.4K +537 +114%
APC
2521
Aspire Private Capital
North Carolina
$101K -$33.4K -329 -25%
KBFS
2522
Kohmann Bosshard Financial Services
Ohio
$101K -$17.2K -170 -15%
PWM
2523
PRW Wealth Management
Massachusetts
$101K -$8.53K -84 -8%
MAM
2524
Marquette Asset Management
Minnesota
$97K +$97K +958 New
APW
2525
Acima Private Wealth
Virginia
$95K +$55.2K +544 +139%