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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 %
SCA
2576
Stuart Chaussee & Associates
California
$68K
NIA
2577
Northstar Investment Advisors
Colorado
$67K +$2.14K +2,307 +3%
BHWM
2578
Bay Harbor Wealth Management
Maryland
$66K +$3.12K +28 +5%
JPLA
2579
Joseph P. Lucia & Associates
New York
$64K -$5.75M -51,406 -99%
OAJ
2580
Ogorek Anthony Joseph
New York
$63K
AI
2581
ArchPoint Investors
Florida
$61K
APSP
2582
Asset Planning Services (Pennsylvania)
Pennsylvania
$61K +$447 +4 +0.7%
BWL
2583
Bogart Wealth LLC
Virginia
$59K -$446 -4 -0.8%
SIS
2584
Sound Income Strategies
Florida
$57K +$31.9K +285 +127%
RWA
2585
Redhawk Wealth Advisors
Minnesota
$56K +$56K +500 New
SHJ
2586
Sharkey, Howes & Javer
Colorado
$51K
SL
2587
Salomon & Ludwin
Virginia
$49K -$6.38K -57 -12%
RIM
2588
Ranger Investment Management
Texas
$48K
EIP
2589
Ellis Investment Partners
Pennsylvania
$48K +$48K +430 New
UB
2590
UMB Bank
Missouri
$47.8K -$836 -7,474 -2%
HI
2591
Human Investing
Oregon
$43K
MGI
2592
MayTech Global Investments
New York
$42K
CFN
2593
Cordasco Financial Network
Florida
$37K -$37.2K -335 -50%
AWMS
2594
Advocacy Wealth Management Services
Georgia
$37K
TM
2595
Titan Managers
Arizona
$35K +$35K +315 New
RBC
2596
Roble Belko & Company
Pennsylvania
$34K
CJA
2597
C-J Advisory
California
$34K
GTAM
2598
Global Trust Asset Management
Florida
$33K +$31.4K +5,068 +2,027%
MAU
2599
MRA Associates USA
Arizona
$29.7K +$29.7K +266 New
MWC
2600
MBM Wealth Consultants
Missouri
$28K