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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 %
CG
401
Colony Group
Massachusetts
$30M +$4.37M +43,204 +17%
FT
402
Fiduciary Trust
Massachusetts
$29.9M -$160K -1,584 -0.5%
JAFL
403
Jay A. Fishman Ltd
Michigan
$29.4M -$584K -5,772 -2%
DADC
404
D.A. Davidson & Co
Montana
$29.3M +$904K +9,055 +3%
GT
405
Glenview Trust
Kentucky
$29.3M -$393K -3,880 -1%
DIA
406
Davidson Investment Advisors
Montana
$29.1M -$6.08M -60,033 -17%
CTA
407
Carillon Tower Advisers
Florida
$29.1M +$3.51M +34,670 +14%
AIM
408
Achmea Investment Management
Netherlands
$29M -$9.29M -91,786 -24%
CIP
409
Chartwell Investment Partners
Pennsylvania
$28.9M +$712K +7,031 +3%
ZIC
410
ZWJ Investment Counsel
Georgia
$28.7M +$988K +9,761 +4%
LCS
411
Levin Capital Strategies
New York
$28.7M -$72.4M -715,194 -72%
CA
412
Cornerstone Advisors
North Carolina
$28.5M
DCM
413
Donaldson Capital Management
Indiana
$28.5M -$5.41M -53,424 -16%
OCAM
414
Onex Canada Asset Management
Ontario, Canada
$28.4M -$15.2M -149,674 -35%
RMA
415
Roffman Miller Associates
Pennsylvania
$28.4M +$366K +3,620 +1%
ICP
416
Ironvine Capital Partners
Nebraska
$28.3M +$280K +2,765 +1%
HA
417
H2O AM
United Kingdom
$28.2M -$2.76M -27,226 -9%
NMERB
418
New Mexico Educational Retirement Board
New Mexico
$28.1M -$901K -8,900 -3%
DRZID
419
DePrince Race & Zollo Inc (DRZ)
Florida
$27.8M +$6.65M +65,719 +31%
SI
420
Stephens Inc
Arkansas
$27.8M +$2.73M +26,981 +11%
CI
421
Clal Insurance
Israel
$27.8M +$27.8M +275,000 New
ECM
422
Estabrook Capital Management
New York
$27.8M -$157K -1,548 -0.6%
Pacer Advisors
423
Pacer Advisors
Pennsylvania
$27.8M +$27.7M +273,881 +49,616%
CPSAC
424
Chas P. Smith & Associates (CPS)
Florida
$27.8M +$32.8K +324 +0.1%
BIC
425
Beach Investment Counsel
Pennsylvania
$27.7M