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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 %
FTC
801
Farmers Trust Company
Ohio
$9.71M -$1.75M -15,658 -15%
Carson Wealth (CWM LLC)
802
Carson Wealth (CWM LLC)
Nebraska
$9.7M
PTC
803
Private Trust Company
Ohio
$9.68M +$521K +4,657 +6%
GLLW
804
Graves Light Lenhart Wealth
Virginia
$9.68M +$111K +994 +1%
GP
805
Girard Partners
Pennsylvania
$9.51M +$175K +1,561 +2%
MAM
806
Mark Asset Management
New York
$9.51M -$1.19M -10,633 -11%
AC
807
Alexandria Capital
Virginia
$9.49M -$273K -2,444 -3%
BCMO
808
Buckingham Capital Management (Ohio)
Ohio
$9.47M +$130K +1,167 +1%
FA
809
FDx Advisors
Illinois
$9.47M +$353K +3,153 +4%
GCA
810
Greenwood Capital Associates
South Carolina
$9.45M +$2.64M +23,583 +39%
LIM
811
Leavell Investment Management
Alabama
$9.42M +$6.15K +55 +0.1%
Simplex Trading
812
Simplex Trading
Illinois
$9.41M +$5.67M +50,727 +152%
CCG
813
Cypress Capital Group
Florida
$9.38M +$354K +3,163 +4%
MA
814
Montag & Associates
Georgia
$9.35M +$146K +1,303 +2%
VFA
815
Valeo Financial Advisors
Indiana
$9.34M -$21.6K -193 -0.2%
VWM
816
Venturi Wealth Management
Texas
$9.3M -$470K -4,204 -5%
VW
817
Vantage Wealth
California
$9.3M +$32.4K +290 +0.4%
CIA
818
Capital Investment Advisors
Georgia
$9.27M +$1.33M +11,871 +17%
FMLI
819
Fukoku Mutual Life Insurance
Japan
$9.27M -$44.7K -400 -0.5%
UR
820
USCA RIA
Texas
$9.25M +$1.11M +9,889 +14%
BCMNY
821
Buckingham Capital Management (New York)
New York
$9.23M -$20.3K -182 -0.2%
BOTW
822
Bank of the West
California
$9.21M -$122K -1,089 -1%
CAM
823
Cypress Asset Management
Texas
$9.16M -$441K -3,945 -5%
HRC
824
Hoertkorn Richard Charles
$9.16M -$299K -2,675 -3%
DLCIG
825
D.L. Carlson Investment Group
New Hampshire
$9.14M -$341K -3,051 -4%