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JPMorgan Chase

2,630 hedge funds and large institutions have $261B invested in JPMorgan Chase in 2019 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,173 increasing their positions, 1,039 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
+36
Holders Change %
+1.39%
% of All Funds
57.21%
Holding in Top 10
605
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+14.37%
% of All Funds
13.16%
New
135
Increased
1,173
Reduced
1,039
Closed
71
Calls
$2.84B
Puts
$3.96B
Net Calls
-$1.12B
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Shares
Change %
CRWM
2526
Castle Rock Wealth Management
California
$201K +$201K +1,813 New
NQWM
2527
Northwest Quadrant Wealth Management
Oregon
$201K +$201K +1,848 New
TFO
2528
Tarbox Family Office
California
$200K -$59K -528 -23%
MWC
2529
MKD Wealth Coaches
Michigan
$198K
BC
2530
Barnett & Company
Tennessee
$197K
NC
2531
NewSquare Capital
Pennsylvania
$196K -$1.68K -15 -0.8%
MUS
2532
Mitsubishi UFJ Securities
Japan
$193K +$193K +1,730 New
LWA
2533
Lenox Wealth Advisors
New York
$187K -$26.2K -235 -12%
LF
2534
Lee Financial
Texas
$186K +$47.3K +422 +34%
HCM
2535
Horrell Capital Management
Arkansas
$184K
WA
2536
WestEnd Advisors
North Carolina
$183K -$38M -339,864 -100%
LWM
2537
Liberty Wealth Management
California
$177K +$13.4K +120 +8%
GT
2538
Glenmede Trust
Pennsylvania
$173K +$947 +8,472 +0.6%
TF
2539
TimeScale Financial
Massachusetts
$168K +$168K +1,503 New
AIS
2540
Accurate Investment Solutions
Pennsylvania
$164K +$224 +2 +0.1%
HGWM
2541
Harvest Group Wealth Management
Massachusetts
$162K -$1.2M -10,711 -88%
PCFFS
2542
Pacific Center for Financial Services
California
$145K
PCC
2543
Park Circle Company
Maryland
$145K
KBFS
2544
Kohmann Bosshard Financial Services
Ohio
$145K +$33.5K +300 +30%
KFS
2545
Kelly Financial Services
Massachusetts
$141K +$447 +4 +0.3%
EI
2546
Ellevest Inc
New York
$138K +$105K +940 +321%
ST
2547
Sageworth Trust
Pennsylvania
$137K +$16.7K +150 +14%
QCIG
2548
Quad-Cities Investment Group
Iowa
$135K +$20.9K +186 +18%
ACP
2549
Arcus Capital Partners
Georgia
$133K +$133K +1,189 New
BL
2550
Balentine LLC
Georgia
$130K -$26.1K -233 -17%