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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 %
BRWA
951
B. Riley Wealth Advisors
Florida
$6.41M +$511K +5,049 +9%
CC
952
Cornerstone Capital
California
$6.39M +$3.97M +39,218 +164%
BFA
953
Bragg Financial Advisors
North Carolina
$6.38M +$223K +2,200 +4%
AAM
954
Autus Asset Management
Arizona
$6.38M +$685K +6,763 +12%
TCOT
955
Trust Company of Toledo
Ohio
$6.36M +$41.6K +411 +0.7%
FC
956
Fulcrum Capital
Washington
$6.35M +$189K +1,862 +3%
DR
957
Davis Rea
Ontario, Canada
$6.33M -$85K -840 -1%
CA
958
CapWealth Advisors
Tennessee
$6.31M +$222K +2,197 +4%
SFS
959
Sowell Financial Services
Arkansas
$6.3M +$922K +9,103 +17%
BS
960
Boenning & Scattergood
Pennsylvania
$6.27M +$1.13M +11,134 +22%
KWMG
961
King Wealth Management Group
Florida
$6.27M +$254K +2,505 +4%
BFIM
962
Beese Fulmer Investment Management
Ohio
$6.27M -$14.4K -142 -0.2%
PT
963
Plimoth Trust
Massachusetts
$6.26M +$31.7K +313 +0.5%
MC
964
MRJ Capital
New York
$6.24M -$294K -2,900 -4%
WIS
965
Wright Investors Service
Connecticut
$6.24M -$386K -3,808 -6%
III
966
Independent Investors Inc
New York
$6.24M -$274K -2,708 -4%
ASN
967
Advisory Services Network
Georgia
$6.24M +$284K +2,805 +5%
NC
968
Northpointe Capital
Michigan
$6.24M -$5.07M -50,127 -45%
SGCA
969
Steel Grove Capital Advisors
Tennessee
$6.22M -$978K -9,665 -14%
SIC
970
Sigma Investment Counselors
Michigan
$6.2M +$5.67K +56 +0.1%
WI
971
Wafra Inc
New York
$6.19M
GAB
972
German American Bancorp
Indiana
$6.18M +$157K +1,553 +3%
WF
973
WoodTrust Financial
Wisconsin
$6.17M +$706K +6,970 +13%
GCA
974
Greenwood Capital Associates
South Carolina
$6.17M +$186K +1,840 +3%
CFA
975
Carroll Financial Associates
North Carolina
$6.15M -$656K -6,483 -10%