JPM icon

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 %
FEG
2526
Financial Enhancement Group
Indiana
$94K -$76.5K -759 -45%
LGWM
2527
Litman Gregory Wealth Management
California
$93K
CFD
2528
Creative Financial Designs
Indiana
$91K +$80.9K +801 +801%
CA
2529
Centerpoint Advisors
Massachusetts
$88K
ACM
2530
Aviance Capital Management
Florida
$83K +$76.7K +758 +1,223%
DOA
2531
D'Orazio & Associates
Virginia
$82K +$3.62K +36 +5%
ME
2532
McIlrath & Eck
Washington
$81K +$7.79K +77 +11%
OWA
2533
One Wealth Advisors
California
$80K +$80K +790 New
BEI
2534
Benjamin Edwards Inc
Missouri
$71K +$71K +702 New
GCM
2535
Grisanti Capital Management
New York
$69K
CFN
2536
Cordasco Financial Network
Florida
$68K +$34.1K +335 +101%
SHIM
2537
Stone House Investment Management
Pennsylvania
$62K +$62K +609 New
OHS
2538
Odey Holdings (Switzerland)
Switzerland
$61K
SCA
2539
Stuart Chaussee & Associates
California
$61K
HS
2540
Horan Securities
United States
$61K +$203 +2 +0.3%
OAJ
2541
Ogorek Anthony Joseph
New York
$57K
BHWM
2542
Bay Harbor Wealth Management
Maryland
$57K +$809 +8 +1%
AI
2543
ArchPoint Investors
Florida
$56K
APSP
2544
Asset Planning Services (Pennsylvania)
Pennsylvania
$55K +$406 +4 +0.7%
BWL
2545
Bogart Wealth LLC
Virginia
$53K -$9.15K -92 -15%
FGAM
2546
Financial Gravity Asset Management
Texas
$52K +$52K +501 New
SL
2547
Salomon & Ludwin
Virginia
$50K +$5.76K +57 +13%
SHJ
2548
Sharkey, Howes & Javer
Colorado
$47K
RIM
2549
Ranger Investment Management
Texas
$44K
AWM
2550
Avondale Wealth Management
Texas
$43K