JPM icon

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 %
FGAM
2551
Financial Gravity Asset Management
Texas
$76K -$34.8K -297 -31%
HL
2552
Harding Loevner
New Jersey
$75K
BEI
2553
Benjamin Edwards Inc
Missouri
$74K -$9.12K -77 -11%
AM
2554
Atwater Malick
Pennsylvania
$74K +$74K +631 New
HS
2555
Horan Securities
United States
$71K -$7.17K -61 -9%
SCA
2556
Stuart Chaussee & Associates
California
$71K
SGAM
2557
Smith Group Asset Management
Texas
$69K -$1.17M -9,896 -94%
ELI
2558
Empire Life Investments
Ontario, Canada
$68K -$6.16M -52,416 -99%
OAJ
2559
Ogorek Anthony Joseph
New York
$67K
JPLA
2560
Joseph P. Lucia & Associates
New York
$67K
BHWM
2561
Bay Harbor Wealth Management
Maryland
$65K -$2.87K -25 -4%
AI
2562
ArchPoint Investors
Florida
$65K
APSP
2563
Asset Planning Services (Pennsylvania)
Pennsylvania
$65K +$473 +4 +0.7%
BWL
2564
Bogart Wealth LLC
Virginia
$62K
HFM
2565
Harvest Fund Management
China
$56K -$49K -415 -47%
SWM
2566
Selective Wealth Management
Virginia
$54K +$54K +455 New
SIS
2567
Sound Income Strategies
Florida
$53K -$6.93K -59 -12%
SL
2568
Salomon & Ludwin
Virginia
$52K
PWP
2569
Personal Wealth Partners
Minnesota
$52K +$23.1K +198 +80%
UB
2570
UMB Bank
Missouri
$51.3K +$890 +7,565 +2%
RIM
2571
Ranger Investment Management
Texas
$51K
GWAG
2572
Garrett Wealth Advisory Group
Texas
$48K +$48K +408 New
HI
2573
Human Investing
Oregon
$46K
MGI
2574
MayTech Global Investments
New York
$44K
JWM
2575
Janiczek Wealth Management
Colorado
$44K +$20.5K +175 +88%