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JPMorgan Chase

2,773 hedge funds and large institutions have $199B invested in JPMorgan Chase in 2020 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,260 increasing their positions, 1,184 reducing their positions, and 227 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,773
Holders Change
-109
Holders Change %
-3.78%
% of All Funds
61.25%
Holding in Top 10
443
Holding in Top 10 Change
-327
Holding in Top 10 Change %
-42.47%
% of All Funds
9.79%
New
159
Increased
1,260
Reduced
1,184
Closed
227
Calls
$3.19B
Puts
$4.42B
Net Calls
-$1.23B
Net Calls Change
+$710M
Name Holding Trade Value Shares
Change
Shares
Change %
MWM
2701
MBE Wealth Management
Wisconsin
$75K +$75K +844 New
SCM
2702
Sirios Capital Management
Massachusetts
$74K -$56.4M -629,869 -100%
BEI
2703
Benjamin Edwards Inc
Missouri
$73K -$300K -3,311 -80%
WWM
2704
Willingdon Wealth Management
North Carolina
$73K -$29.1K -323 -29%
SFG
2705
Sowa Financial Group
Rhode Island
$72K
DOA
2706
D'Orazio & Associates
Virginia
$70K
HFS
2707
HBC Financial Services
Washington
$64K -$18K -200 -22%
FEG
2708
Financial Enhancement Group
Indiana
$62K -$504K -5,613 -89%
HL
2709
Harding Loevner
New Jersey
$58K
ME
2710
McIlrath & Eck
Washington
$56K -$12.1K -135 -18%
RA
2711
Rational Advisors
New York
$54K -$124K -1,382 -70%
LFG
2712
Larson Financial Group
Missouri
$54K +$37K +409 +218%
BHWM
2713
Bay Harbor Wealth Management
Maryland
$53K +$3.72K +41 +8%
WLPWM
2714
Walled Lake Planning & Wealth Management
Illinois
$52K +$90 +1 +0.2%
AW
2715
Avion Wealth
Texas
$51K +$51K +571 New
AI
2716
ArchPoint Investors
Florida
$50K
Pacer Advisors
2717
Pacer Advisors
Pennsylvania
$48K
HS
2718
Horan Securities
United States
$45K +$45K +502 New
AIM
2719
Artemis Investment Management
United Kingdom
$41.6K -$57.7K -639,751 -58%
SWM
2720
Selective Wealth Management
Virginia
$41K
SL
2721
Salomon & Ludwin
Virginia
$38K
LSA
2722
Lion Street Advisors
Texas
$37K +$37K +413 New
HI
2723
Human Investing
Oregon
$35K
JWM
2724
Janiczek Wealth Management
Colorado
$34K -$1.36K -15 -4%
MGI
2725
MayTech Global Investments
New York
$34K