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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
2651
Symphony Asset Management
California
-$468K -4,796 Closed
WANY
2652
Wealthspire Advisors (New York)
New York
-$427K -4,369 Closed
BFM
2653
Boothbay Fund Management
New York
-$417K -4,268 Closed
XS
2654
XR Securities
Illinois
-$394K -4,036 Closed
HIM
2655
Hillsdale Investment Management
Ontario, Canada
-$357K -3,660 Closed
B
2656
Bridgeworth
Alabama
-$269K -3,652 Closed
PIC
2657
PCJ Investment Counsel
Ontario, Canada
-$339K -3,473 Closed
VSWA
2658
Vontobel Swiss Wealth Advisors
Switzerland
-$302K -3,094 Closed
EPA
2659
Element Pointe Advisors
Florida
-$293K -3,001 Closed
CCA
2660
Catalyst Capital Advisors
New York
-$293K -3,000 Closed
TIP
2661
Torray Investment Partners
Maryland
-$285K -2,923 Closed
PIM
2662
Provident Investment Management
Michigan
-$281K -2,883 Closed
RT
2663
Reliance Trust
Georgia
-$266K -2,722 Closed
MFG
2664
Merit Financial Group
Georgia
-$227K -2,704 Closed
VBFG
2665
Vishria Bird Financial Group
Tennessee
-$263K -2,692 Closed
IP
2666
Isthmus Partners
Wisconsin
-$260K -2,668 Closed
GCA
2667
Gideon Capital Advisors
New York
-$260K -2,664 Closed
DIP
2668
DT Investment Partners
Pennsylvania
-$231K -2,368 Closed
W
2669
WealthOne
New York
-$230K -2,359 Closed
TG
2670
TLP Group
Illinois
-$229K -2,224 Closed
NP
2671
NorthRock Partners
Minnesota
-$202K -2,168 Closed
CA
2672
Capital Advantage
California
-$210K -2,155 Closed
SGS
2673
Sterling Global Strategies
California
-$113K -1,158 Closed
OBWP
2674
O'Brien Wealth Partners
Massachusetts
-$115K -1,119 Closed
TFA
2675
Transamerica Financial Advisors
Florida
-$103K -1,054 Closed