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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 %
MCM
751
Murphy Capital Management
New Jersey
$10.1M -$193K -1,909 -2%
DY
752
Dowling & Yahnke
California
$10M +$108K +1,069 +1%
CC
753
Cannell & Co
New York
$10M +$682K +6,733 +7%
RCM
754
Redwood Capital Management
New York
$10M -$5.06M -50,000 -34%
RWA
755
Ropes Wealth Advisors
Massachusetts
$10M +$65.8K +650 +0.7%
CBOR
756
Community Bank of Raymore
Missouri
$10M
AP
757
Advisor Partners
California
$10M -$508K -5,015 -5%
WP
758
WealthPLAN Partners
Nebraska
$10M +$600K +5,461 +6%
OMC
759
Overbrook Management Corp
New York
$9.97M -$221K -2,185 -2%
WF
760
WealthTrust Fairport
Ohio
$9.95M -$665K -6,568 -6%
NCM
761
Narwhal Capital Management
Georgia
$9.92M +$16.1K +159 +0.2%
MIM
762
Manitou Investment Management
Ontario, Canada
$9.9M +$9.9M +97,830 New
KCP
763
KDI Capital Partners
North Carolina
$9.89M -$944K -9,327 -9%
CCFCSB
764
Cape Cod Five Cents Savings Bank
Massachusetts
$9.83M +$28.2K +279 +0.3%
HAG
765
HighPoint Advisor Group
Illinois
$9.83M +$52.3K +462 +0.5%
IIM
766
Intact Investment Management
Quebec, Canada
$9.79M +$9.19M +90,800 +1,539%
Carson Wealth (CWM LLC)
767
Carson Wealth (CWM LLC)
Nebraska
$9.7M +$6.25M +40,192 +181%
MAM
768
Mark Asset Management
New York
$9.68M +$1.33M +13,140 +16%
SC
769
Skylands Capital
Wisconsin
$9.65M -$466K -4,600 -5%
BC
770
Brinker Capital
Pennsylvania
$9.63M +$186K +1,840 +2%
WIC
771
Willis Investment Counsel
Georgia
$9.61M -$2.24M -39,003 -19%
JMFC
772
J.M. Forbes & Co
Massachusetts
$9.6M +$186K +1,837 +2%
FM
773
Foster & Motley
Ohio
$9.58M -$330K -3,258 -3%
BWFA
774
Baltimore-Washington Financial Advisors
Maryland
$9.55M +$66.4K +656 +0.7%
OCM
775
Oakwood Capital Management
California
$9.54M -$224K -2,208 -2%