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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 %
KAH
2501
Kathryn A. Hall
$209K +$209K +1,779 New
MIH
2502
Meitav Investment House
Israel
$209K +$209K +1,780 New
WCG
2503
Weaver Consulting Group
California
$207K +$83.5K +722 +68%
EPA
2504
Element Pointe Advisors
Florida
$207K +$207K +1,757 New
EWA
2505
ERTS Wealth Advisors
Michigan
$206K -$31.9K -271 -13%
IDA
2506
Intelligence Driven Advisers
California
$205K +$205K +1,743 New
DC
2507
Derby & Company
Massachusetts
$203K +$203K +1,725 New
RFWA
2508
RPg Family Wealth Advisory
Massachusetts
$201K -$35.3K -300 -15%
RCG
2509
Ruane, Cunniff & Goldfarb
New York
$201K +$201K +1,708 New
LD
2510
Lipe & Dalton
New York
$198K -$23.5K -200 -11%
LF
2511
Lee Financial
Texas
$195K
HCM
2512
Horrell Capital Management
Arkansas
$194K
SWP
2513
Strategic Wealth Partners
Ohio
$191K +$124K +10,640 +183%
WCM
2514
Wallace Capital Management
Texas
$189K -$118K -1,000 -38%
TF
2515
TimeScale Financial
Massachusetts
$189K +$11.8K +100 +7%
HCM
2516
Hilton Capital Management
New York
$185K -$448K -3,816 -71%
BRC
2517
Bell Rock Capital
Delaware
$184K -$58.5K -496 -24%
GT
2518
Glenmede Trust
Pennsylvania
$184K +$1.3K +11,046 +0.7%
LGWM
2519
Litman Gregory Wealth Management
California
$181K -$71.3K -606 -28%
AIS
2520
Accurate Investment Solutions
Pennsylvania
$173K +$354 +3 +0.2%
HGWM
2521
Harvest Group Wealth Management
Massachusetts
$172K +$708 +6 +0.4%
PO
2522
Private Ocean
California
$166K +$44.5K +376 +37%
CFD
2523
Creative Financial Designs
Indiana
$161K +$49.8K +441 +45%
FEG
2524
Financial Enhancement Group
Indiana
$155K +$51.3K +437 +49%
FFW
2525
Fusion Family Wealth
New York
$153K -$849K -7,215 -85%