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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 %
QIM
576
Quest Investment Management
Oregon
$17M +$2.28M +22,492 +15%
FQ
577
First Quadrant
California
$16.9M -$2.17M -21,451 -11%
PAM
578
Private Asset Management
California
$16.8M -$1.15M -11,339 -6%
V
579
Veritable
Delaware
$16.8M +$650K +6,417 +4%
AIA
580
Affinity Investment Advisors
California
$16.8M -$7.35M -72,640 -30%
CFG
581
Citizens Financial Group
Rhode Island
$16.8M -$3.07M -30,325 -15%
AP
582
Appleton Partners
Massachusetts
$16.7M -$56K -553 -0.3%
BVDMP
583
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$16.7M
UBV
584
United Bank (Virginia)
Virginia
$16.7M +$13.8M +136,752 +487%
BCM
585
BTR Capital Management
California
$16.5M +$198K +1,959 +1%
Credit Agricole
586
Credit Agricole
France
$16.5M -$625K -6,169 -4%
RIG
587
Roosevelt Investment Group
New York
$16.5M +$916K +9,047 +6%
SSWM
588
Smith Salley Wealth Management
North Carolina
$16.5M +$758K +7,485 +5%
SSB
589
Sandy Spring Bank
Maryland
$16.5M +$255K +2,518 +2%
ACL
590
Azora Capital LP
Florida
$16.4M +$6.94M +68,598 +73%
AAIM
591
American Assets Investment Management
California
$16.4M +$302K +3,000 +2%
AMI
592
Amica Mutual Insurance
Rhode Island
$16.3M
SFA
593
Spectrum Financial Alliance
Kentucky
$16.1M -$1.92M -19,205 -11%
RIL
594
Rothschild Investment LLC
Illinois
$16.1M -$22.8K -225 -0.1%
FAM
595
Fred Alger Management
New York
$16.1M +$1.59M +15,737 +11%
MYAM
596
Meiji Yasuda Asset Management
Japan
$16M -$376K -3,711 -2%
FANJ
597
Financial Architects (New Jersey)
New Jersey
$16M +$25.3K +250 +0.2%
CIS
598
Connors Investor Services
Pennsylvania
$16M +$289K +2,858 +2%
NRS
599
Neville Rodie & Shaw
New York
$16M -$2.24M -22,095 -12%
HCMNY
600
Howard Capital Management (New York)
New York
$15.7M +$358K +3,532 +2%