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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 %
OAM
951
Origin Asset Management
United Kingdom
$6.79M -$12.1M -108,318 -64%
SIC
952
Sigma Investment Counselors
Michigan
$6.78M -$68.4K -612 -1%
PT
953
Plimoth Trust
Massachusetts
$6.77M -$140K -1,255 -2%
VCA
954
Verdence Capital Advisors
Maryland
$6.76M -$1.2M -10,777 -15%
RP
955
Rice Partnership
Hawaii
$6.75M +$135K +1,203 +2%
RIM
956
Rampart Investment Management
Connecticut
$6.71M +$1.14M +10,232 +21%
CC
957
Chicago Capital
Illinois
$6.7M +$54.7K +489 +0.8%
HBT
958
Hills Bank & Trust
Iowa
$6.7M +$15.1K +135 +0.2%
LWM
959
Lyell Wealth Management
California
$6.7M +$131K +1,173 +2%
WTFG
960
Wells Trecaso Financial Group
Ohio
$6.68M -$31K -277 -0.5%
SGCA
961
Steel Grove Capital Advisors
Tennessee
$6.65M -$221K -1,978 -3%
PWA
962
Providence Wealth Advisors
Illinois
$6.64M -$76.1K -669 -1%
GFA
963
Gifford Fong Associates
California
$6.57M -$2.8M -25,000 -30%
CCM
964
Crossvault Capital Management
Texas
$6.54M -$67K -599 -1%
BFO
965
Boston Family Office
Massachusetts
$6.52M +$1.5M +13,450 +30%
WAS
966
WESPAC Advisors SoCal
California
$6.48M +$601K +5,380 +10%
TW
967
Transform Wealth
Colorado
$6.48M -$996K -8,912 -13%
JWM
968
Jupiter Wealth Management
Colorado
$6.47M -$5.81K -51 -0.1%
UFG
969
United Fire Group
Iowa
$6.46M
CCT
970
Chemung Canal Trust
New York
$6.45M +$478K +4,273 +8%
IPW
971
Inlet Private Wealth
Florida
$6.43M +$626K +5,428 +11%
FAT
972
First American Trust
California
$6.42M -$2.36M -21,067 -27%
SC
973
Schulhoff & Co
Ohio
$6.39M +$18.6K +166 +0.3%
SCM
974
Schnieders Capital Management
California
$6.37M +$367K +3,279 +6%
GCM
975
Garland Capital Management
Washington
$6.37M -$33.5K -300 -0.5%