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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 %
CFN
2576
Cordasco Financial Network
Florida
$39K
EAM
2577
Eukles Asset Management
Ohio
$37K +$9.89K +85 +36%
RBC
2578
Roble Belko & Company
Pennsylvania
$36K
DP
2579
Denver PWM
Colorado
$35.5K +$35.5K +302 New
CJA
2580
C-J Advisory
California
$35K
AWMS
2581
Advocacy Wealth Management Services
Georgia
$30K -$8.52K -73 -22%
RWG
2582
Regal Wealth Group
California
$30K
MFT
2583
Moisand Fitzgerald Tamayo
Florida
$29K
MWC
2584
MBM Wealth Consultants
Missouri
$29K
WCM
2585
Wealthcare Capital Management
Virginia
$27K
AWM
2586
Avondale Wealth Management
Texas
$27K
LWA
2587
Lowe Wealth Advisors
Maryland
$25K
RCWMU
2588
Rothschild & Co Wealth Management (UK)
United Kingdom
$23K -$1.11M -9,373 -98%
LFG
2589
Larson Financial Group
Missouri
$17K
TVWM
2590
Tower View Wealth Management
Wisconsin
$17K +$4.91K +41 +41%
CAGAS
2591
Capital Advisory Group Advisory Services
Minnesota
$16K
IF
2592
Ironwood Financial
Arizona
$16K
TJHA
2593
Thomas J. Herzfeld Advisors
Florida
$14K -$603 -5 -4%
RCC
2594
Red Cedar Capital
Nebraska
$12K
HWM
2595
Holloway Wealth Management
Florida
$12K -$11K
CWM
2596
Cedar Wealth Management
California
$10K +$10K +84 New
NCM
2597
Next Capital Management
New York
$9K -$115K -958 -93%
KHLMVGHM
2598
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$8.71K
MIM
2599
Macroview Investment Management
Maryland
$8K +$2.83K +23 +55%
WA
2600
WestEnd Advisors
North Carolina
$7.3K -$185K -1,575 -96%