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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 %
IMOV
851
Investment Management of Virginia
Virginia
$8.03M +$4.25M +41,954 +112%
KWM
852
Kingsview Wealth Management
Oregon
$8.02M +$1.37M +13,563 +21%
CI
853
Capital International
California
$7.99M -$83.8K -828 -1%
AA
854
Apriem Advisors
California
$7.97M +$411K +4,059 +5%
CG
855
Cutler Group
California
$7.97M +$6.26M +61,868 +367%
AW
856
ACG Wealth
Georgia
$7.97M +$464K +4,584 +6%
FAT
857
First American Trust
California
$7.95M -$1.56M -15,458 -16%
CCP
858
Clough Capital Partners
Massachusetts
$7.92M -$6.47M -63,900 -45%
PAIM
859
Punch & Associates Investment Management
Minnesota
$7.91M +$109K +1,077 +1%
EVM
860
Evelyn V. Moreno
$7.9M +$4.56K +45 +0.1%
Holocene Advisors
861
Holocene Advisors
New York
$7.87M +$7.87M +77,742 New
GI
862
Gradient Investments
Minnesota
$7.8M -$795K -7,856 -9%
TEE
863
Tibra Equities Europe
United Kingdom
$7.8M +$7.8M +77,000 New
CFM
864
Coronation Fund Managers
South Africa
$7.77M +$5.94M +58,651 +324%
AL
865
AJO LP
Pennsylvania
$7.77M -$110M -1,089,505 -93%
PGIM
866
Pacific Global Investment Management
California
$7.76M +$71.3K +704 +0.9%
CWM
867
Circle Wealth Management
New Jersey
$7.76M +$2.44M +24,115 +46%
GW
868
GW & Wade
Massachusetts
$7.75M -$910K -8,987 -11%
AT
869
Arden Trust
Delaware
$7.75M -$221K -2,185 -3%
ECM
870
ETrade Capital Management
Virginia
$7.73M -$2.16M -21,381 -22%
HFM
871
Hartford Financial Management
Connecticut
$7.72M +$180K +1,783 +2%
CAI
872
Capital Advisors Inc
Oklahoma
$7.71M +$6.16M +60,864 +397%
CA
873
Cetera Advisors
Colorado
$7.71M +$321K +3,175 +4%
SGM
874
Skye Global Management
Florida
$7.69M +$7.69M +76,000 New
AIM
875
Assured Investment Management
New York
$7.68M +$5.32M +52,596 +226%