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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 %
FA
901
Fagan Associates
New York
$7.59M +$65.9K +589 +0.9%
RAG
902
Roof Advisory Group
Pennsylvania
$7.58M -$99.1K -886 -1%
KOCAA
903
Knights of Columbus Asset Advisors
Connecticut
$7.57M -$196K -1,750 -3%
KRSITF
904
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.56M +$285K +2,553 +4%
BOC
905
Barbara Oil Co
Illinois
$7.49M
QI
906
Quilter Investors
United Kingdom
$7.39M -$319K -2,851 -4%
WKWM
907
Walter & Keenan Wealth Management
Indiana
$7.39M -$95K -850 -1%
BFEC
908
Benjamin F. Edwards & Company
Missouri
$7.37M +$1.7M +15,162 +30%
LNWWM
909
Laird Norton Wetherby Wealth Management
California
$7.37M +$276K +2,466 +4%
CA
910
CapWealth Advisors
Tennessee
$7.36M +$389K +3,483 +6%
AHC
911
Anderson Hoagland & Co
Missouri
$7.35M -$192K -1,808 -3%
BRWA
912
B. Riley Wealth Advisors
Florida
$7.34M +$270K +2,413 +4%
BAM
913
Boyar Asset Management
New York
$7.31M -$78.3K -700 -1%
BCM
914
Bourgeon Capital Management
Connecticut
$7.29M +$11.4K +102 +0.2%
PGIM
915
Pacific Global Investment Management
California
$7.28M -$1.29M -11,548 -15%
Westfield Capital Management
916
Westfield Capital Management
Massachusetts
$7.27M -$34.7K -310 -0.5%
ASN
917
Advisory Services Network
Georgia
$7.27M +$372K +3,328 +5%
CC
918
Cornerstone Capital
California
$7.25M +$187K +1,675 +3%
KLWA
919
Kelly Lawrence W & Associates
California
$7.23M +$6.71K +60 +0.1%
WCM
920
Windward Capital Management
California
$7.22M -$134K -1,197 -2%
HEIP
921
Hudson Edge Investment Partners
New Jersey
$7.21M -$128K -1,142 -2%
GIA
922
GHP Investment Advisors
Colorado
$7.21M +$37.1K +332 +0.5%
DR
923
Davis Rea
Ontario, Canada
$7.2M +$216K +1,930 +3%
GAB
924
German American Bancorp
Indiana
$7.19M +$369K +3,304 +5%
CRCM
925
Crystal Rock Capital Management
Illinois
$7.15M -$238K -2,125 -3%