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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 %
BFA
926
Bragg Financial Advisors
North Carolina
$7.15M +$98.3K +879 +1%
TCOT
927
Trust Company of Toledo
Ohio
$7.13M +$106K +947 +2%
FC
928
Fulcrum Capital
Washington
$7.13M +$117K +1,042 +2%
BWM
929
Buckley Wealth Management
Nevada
$7.12M -$59.3K -530 -0.8%
KPCM
930
Kings Point Capital Management
New York
$7.11M +$316K +2,826 +5%
JG
931
Jefferies Group
New York
$7.1M +$3.48M +31,096 +96%
PTB
932
Pioneer Trust Bank
Oregon
$7.08M -$177K -1,585 -2%
TC
933
Telemus Capital
Michigan
$7.04M +$392K +3,580 +6%
VAS
934
Vestmark Advisory Solutions
Massachusetts
$7.04M -$840K -7,514 -11%
WF
935
WoodTrust Financial
Wisconsin
$7.03M +$213K +1,907 +3%
IHL
936
Investment House LLC
California
$7.02M +$1.1M +9,871 +19%
KWMG
937
King Wealth Management Group
Florida
$7.02M +$95.2K +852 +1%
BFIM
938
Beese Fulmer Investment Management
Ohio
$6.97M +$48K +429 +0.7%
CAM
939
Close Asset Management
United Kingdom
$6.94M +$1.67M +14,984 +32%
LFAS
940
Level Four Advisory Services
Texas
$6.93M -$403K -3,606 -5%
MIC
941
Means Investment Company
Maine
$6.9M +$27.1K +239 +0.4%
III
942
Independent Investors Inc
New York
$6.89M
CFA
943
Carroll Financial Associates
North Carolina
$6.89M +$103K +919 +2%
MC
944
MRJ Capital
New York
$6.86M -$33.5K -300 -0.5%
RM
945
Resource Management
Louisiana
$6.86M -$743K -6,646 -10%
WCM
946
Whitener Capital Management
North Carolina
$6.85M +$81.2K +726 +1%
PWW
947
Pettyjohn Wood & White
Virginia
$6.84M +$130K +1,161 +2%
WWM
948
Willingdon Wealth Management
North Carolina
$6.83M +$81.8K +732 +1%
AAS
949
Avantax Advisory Services
Texas
$6.82M +$930K +8,318 +16%
OAMG
950
Odey Asset Management Group
United Kingdom
$6.82M +$4.65M +41,600 +214%