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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 %
KBFS
2526
Kohmann Bosshard Financial Services
Ohio
$153K
PCFFS
2527
Pacific Center for Financial Services
California
$153K
KFS
2528
Kelly Financial Services
Massachusetts
$152K +$3.77K +32 +3%
AA
2529
Advisory Alpha
Michigan
$147K +$147K +1,301 New
ST
2530
Sageworth Trust
Pennsylvania
$145K
APC
2531
Aspire Private Capital
North Carolina
$145K +$16.3K +139 +13%
WWM
2532
Willingdon Wealth Management
North Carolina
$142K -$7.06M -59,892 -98%
EI
2533
Ellevest Inc
New York
$141K -$4.12K -35 -3%
1NWS
2534
1 North Wealth Services
Maryland
$141K +$141K +1,197 New
NC
2535
NewSquare Capital
Pennsylvania
$136K -$70.7K -599 -34%
MAM
2536
Marquette Asset Management
Minnesota
$136K +$23.5K +200 +21%
APW
2537
Acima Private Wealth
Virginia
$130K +$20.5K +175 +19%
TCM
2538
TD Capital Management
Tennessee
$119K
LWS
2539
Lucia Wealth Services
California
$119K
BAM
2540
Baldrige Asset Management
Pennsylvania
$119K +$119K +1,013 New
QCIG
2541
Quad-Cities Investment Group
Iowa
$118K -$23.5K -199 -17%
CCM
2542
Cutler Capital Management
Massachusetts
$118K +$118K +1,000 New
CDIA
2543
Capital Directions Investment Advisors
Georgia
$114K +$114K +966 New
CA
2544
Centerpoint Advisors
Massachusetts
$103K
GCM
2545
Grisanti Capital Management
New York
$102K +$31.1K +265 +44%
ME
2546
McIlrath & Eck
Washington
$94K
DOA
2547
D'Orazio & Associates
Virginia
$92K
MSFP
2548
Mark Sheptoff Financial Planning
Connecticut
$87K -$263K -2,236 -75%
EIP
2549
Ellis Investment Partners
Pennsylvania
$77K +$27.7K +241 +56%
FA
2550
Financial Advantage
Maryland
$77K +$65.3K +560 +560%