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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 %
FA
926
Fagan Associates
New York
$6.81M +$71.2K +703 +1%
BOC
927
Barbara Oil Co
Illinois
$6.78M
WKWM
928
Walter & Keenan Wealth Management
Indiana
$6.77M +$93.4K +923 +1%
TW
929
Transform Wealth
Colorado
$6.77M +$1.46M +14,388 +27%
VSI
930
Verde Servicos Internacionais
Brazil
$6.73M -$84.9K -845 -1%
AIM
931
AMI Investment Management
Indiana
$6.7M +$458K +4,521 +7%
CRCM
932
Crystal Rock Capital Management
Illinois
$6.69M
BAM
933
Boyar Asset Management
New York
$6.69M +$9.92K +98 +0.1%
LTI
934
Laffer Tengler Investments
Tennessee
$6.69M -$8.4K -83 -0.1%
WCM
935
Windward Capital Management
California
$6.66M +$6.07K +60 +0.1%
HEIP
936
Hudson Edge Investment Partners
New Jersey
$6.65M -$251K -2,477 -4%
LFAS
937
Level Four Advisory Services
Texas
$6.64M -$132K -1,308 -2%
Westfield Capital Management
938
Westfield Capital Management
Massachusetts
$6.61M -$199K -1,970 -3%
KRSITF
939
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$6.59M -$68.9K -681 -1%
BCM
940
Bourgeon Capital Management
Connecticut
$6.59M -$75.9K -750 -1%
PTB
941
Pioneer Trust Bank
Oregon
$6.57M +$108K +1,067 +2%
KLWA
942
Kelly Lawrence W & Associates
California
$6.54M
PFM
943
Premier Fund Managers
United Kingdom
$6.54M +$65.8K +585 +1%
BWM
944
Buckley Wealth Management
Nevada
$6.5M +$77.1K +762 +1%
GIA
945
GHP Investment Advisors
Colorado
$6.49M +$208K +2,055 +3%
DWA
946
Douglass Winthrop Advisors
New York
$6.49M
JWM
947
Jupiter Wealth Management
Colorado
$6.44M +$6.44M +56,766 New
BIP
948
Brandes Investment Partners
California
$6.43M +$410K +4,054 +7%
LNWWM
949
Laird Norton Wetherby Wealth Management
California
$6.42M +$147K +1,457 +2%
PPSG
950
Princeton Portfolio Strategies Group
New Jersey
$6.41M +$202K +1,998 +3%