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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 %
SAM
2551
Sycomore Asset Management
France
$40K -$70K -700 -64%
HI
2552
Human Investing
Oregon
$39K -$35.5K -353 -48%
SPL
2553
Smart Portfolios LLC
Washington
$39K -$11.5K -114 -23%
MGI
2554
MayTech Global Investments
New York
$38K
CIM
2555
Contravisory Investment Management
Massachusetts
$35K -$19.4K -193 -36%
AWMS
2556
Advocacy Wealth Management Services
Georgia
$35K -$10.6K -100 -23%
RBC
2557
Roble Belko & Company
Pennsylvania
$31K
CJA
2558
C-J Advisory
California
$31K +$31K +300 New
LPC
2559
Loeb Partners Corp
New York
$30K -$7.43M -74,300 -100%
HL
2560
Harding Loevner
New Jersey
$30K
EI
2561
Ellevest Inc
New York
$30K +$30K +293 New
CF
2562
Centaurus Financial
California
$27.3K -$5.24K -530 -16%
RWG
2563
Regal Wealth Group
California
$26K
GTAM
2564
Global Trust Asset Management
Florida
$25K -$406K -4,062 -94%
MFT
2565
Moisand Fitzgerald Tamayo
Florida
$25K
MWC
2566
MBM Wealth Consultants
Missouri
$25K
SIS
2567
Sound Income Strategies
Florida
$23K -$613 -6 -3%
WCM
2568
Wealthcare Capital Management
Virginia
$23K
LWA
2569
Lowe Wealth Advisors
Maryland
$21K +$12.8K +127 +155%
JWM
2570
Janiczek Wealth Management
Colorado
$20K -$42K -420 -68%
EAM
2571
Eukles Asset Management
Ohio
$17K +$11.4K +113 +205%
IF
2572
Ironwood Financial
Arizona
$14K
LFG
2573
Larson Financial Group
Missouri
$14K +$100 +1 +0.7%
CAGAS
2574
Capital Advisory Group Advisory Services
Minnesota
$13K
TJHA
2575
Thomas J. Herzfeld Advisors
Florida
$11K