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JPMorgan Chase

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
SFA
2526
Semmax Financial Advisors
North Carolina
$56K +$56K +575 New
OAJ
2527
Ogorek Anthony Joseph
New York
$55K
Pacer Advisors
2528
Pacer Advisors
Pennsylvania
$54K -$17.6M -179,883 -100%
CFA
2529
Camarda Financial Advisors
Florida
$54K -$29.8K -304 -36%
AI
2530
ArchPoint Investors
Florida
$54K
BHWM
2531
Bay Harbor Wealth Management
Maryland
$54K +$54K +556 New
APSP
2532
Asset Planning Services (Pennsylvania)
Pennsylvania
$53K
CIM
2533
Contravisory Investment Management
Massachusetts
$53K +$34.6K +354 +188%
SPL
2534
Smart Portfolios LLC
Washington
$49K +$11.2K +114 +30%
LWS
2535
Lucia Wealth Services
California
$46K -$29.1K -297 -39%
CLM
2536
ClearBridge LLC (Maryland)
Maryland
$45K
SHJ
2537
Sharkey, Howes & Javer
Colorado
$45K
SL
2538
Salomon & Ludwin
Virginia
$43K +$43K +438 New
UB
2539
UMB Bank
Missouri
$42.6K +$78 +797 +0.2%
AWM
2540
Avondale Wealth Management
Texas
$42K
RIM
2541
Ranger Investment Management
Texas
$42K
AWMS
2542
Advocacy Wealth Management Services
Georgia
$42K +$9.08K +93 +28%
APW
2543
Acima Private Wealth
Virginia
$38K +$38K +392 New
MGI
2544
MayTech Global Investments
New York
$37K
FGC
2545
Financial Gravity Companies
Texas
$36K +$36K +350 New
BC
2546
Blackhill Capital
New Jersey
$34K
CFN
2547
Cordasco Financial Network
Florida
$33K -$248K -2,500 -88%
WAM
2548
Watermark Asset Management
California
$33K
RBC
2549
Roble Belko & Company
Pennsylvania
$30K
HL
2550
Harding Loevner
New Jersey
$29K