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JPMorgan Chase

2,630 hedge funds and large institutions have $261B invested in JPMorgan Chase in 2019 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,173 increasing their positions, 1,039 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
+36
Holders Change %
+1.39%
% of All Funds
57.21%
Holding in Top 10
605
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+14.37%
% of All Funds
13.16%
New
135
Increased
1,173
Reduced
1,039
Closed
71
Calls
$2.84B
Puts
$3.96B
Net Calls
-$1.12B
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Shares
Change %
SGK
701
Steigerwald Gordon & Koch
Virginia
$12.1M -$68.5K -613 -0.6%
M
702
MOTCO
Texas
$12.1M +$368K +3,293 +3%
FBB
703
Fulton Breakefield Broenniman
Maryland
$12.1M +$271K +2,426 +2%
VV
704
Verity & Verity
South Carolina
$12.1M +$168K +1,502 +1%
ALAM
705
Asahi Life Asset Management
Japan
$12M -$4.2M -37,545 -26%
SMH
706
Sanders Morris Harris
Texas
$11.9M +$10.5M +92,834 +747%
CW
707
Cobiz Wealth
Colorado
$11.9M -$575K -5,140 -5%
HFS
708
Haverford Financial Services
Pennsylvania
$11.9M -$819K -7,328 -6%
SBIA
709
Sheaff Brock Investment Advisors
Indiana
$11.9M -$343K -3,065 -3%
WTB
710
Washington Trust Bank
Washington
$11.8M -$325K -2,910 -3%
CEI
711
Clark Estates Inc
New York
$11.8M
JMFC
712
J.M. Forbes & Co
Massachusetts
$11.8M +$1.19M +10,645 +11%
SAM
713
Strategy Asset Managers
California
$11.8M -$1.7M -15,187 -13%
AP
714
Advisor Partners
California
$11.8M +$722K +6,461 +7%
NPF
715
Norris Perne & French
Michigan
$11.7M -$4.03K -36 -0%
CC
716
Cannell & Co
New York
$11.6M +$545K +4,875 +5%
DMIC
717
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.6M +$57.7K +516 +0.5%
AC
718
Alley Company
Illinois
$11.6M -$92.7K -829 -0.8%
AIP
719
Ameritas Investment Partners
Nebraska
$11.6M -$230K -2,061 -2%
SWM
720
SVA Wealth Management
Wisconsin
$11.6M -$1.55M -13,906 -12%
TIP
721
Torray Investment Partners
Maryland
$11.6M +$11.6M +103,431 New
GI
722
Gradient Investments
Minnesota
$11.6M +$2.94M +26,288 +34%
CI
723
Cigna Investments
Connecticut
$11.5M -$469K -4,043 -4%
TU
724
TDAM USA
Ontario, Canada
$11.5M -$169K -1,513 -1%
RCP
725
Rothschild Capital Partners
New York
$11.5M