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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 %
JWM
976
JGP Wealth Management
Oregon
$6.37M +$103K +920 +2%
IWA
977
IBEX Wealth Advisors
New Jersey
$6.33M -$229K -2,051 -3%
BIP
978
Brandes Investment Partners
California
$6.31M -$788K -7,047 -11%
FCT
979
Family Capital Trust
Massachusetts
$6.31M +$38.1K +341 +0.6%
ISB
980
Iowa State Bank
Iowa
$6.3M -$45.3K -405 -0.7%
AC
981
Addenda Capital
Quebec, Canada
$6.29M -$1.44M -12,854 -19%
BMM
982
Buffington Mohr McNeal
Idaho
$6.29M -$57.6K -515 -0.9%
ANTB
983
AMG National Trust Bank
Colorado
$6.28M +$2.24K +20 +0%
TF
984
Tompkins Financial
New York
$6.26M +$124K +1,107 +2%
ET
985
Equitable Trust
Tennessee
$6.26M -$399K -3,569 -6%
IIM
986
Ipswich Investment Management
Massachusetts
$6.21M +$76.8K +687 +1%
Wealth Enhancement Advisory Services
987
Wealth Enhancement Advisory Services
Minnesota
$6.2M +$2.62M +22,630 +73%
MAM
988
Majedie Asset Management
United Kingdom
$6.19M -$7.69M -68,642 -55%
DCM
989
Delta Capital Management
New Jersey
$6.19M -$62.1K -555 -1%
HAM
990
Highstreet Asset Management
Ontario, Canada
$6.18M -$80.6K -721 -1%
WIM
991
Wittenberg Investment Management
Massachusetts
$6.15M -$207K -1,850 -3%
MCM
992
Mengis Capital Management
Oregon
$6.15M -$27.9K -250 -0.5%
AI
993
Atria Investments
North Carolina
$6.14M +$1.45M +13,544 +31%
IRF
994
IBM Retirement Fund
New York
$6.13M -$36.8K -329 -0.6%
FDCC
995
Foster Dykema Cabot & Co
Massachusetts
$6.12M +$5.37K +48 +0.1%
TCM
996
Telos Capital Management
California
$6.11M +$227K +2,028 +4%
DSC
997
Duncker Streett & Co
Missouri
$6.1M -$65K -581 -1%
BCA
998
Bray Capital Advisors
Florida
$6.08M +$28.2K +252 +0.5%
AWM
999
Avitas Wealth Management
California
$6.08M -$14.9K -133 -0.2%
CWM
1000
Circle Wealth Management
New Jersey
$6.07M -$2.5M -22,377 -29%