JPM icon

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 %
WIM
1001
Wittenberg Investment Management
Massachusetts
$5.75M -$15.2K -150 -0.3%
LBD
1002
Landsberg Bennett & Dubbaneh
Florida
$5.75M +$1.37M +13,029 +31%
ISB
1003
Iowa State Bank
Iowa
$5.75M -$8.1K -80 -0.1%
BMM
1004
Buffington Mohr McNeal
Idaho
$5.74M +$80.7K +797 +1%
AUB
1005
Atlantic Union Bankshares
Virginia
$5.71M -$325K -3,214 -5%
EIM
1006
Essex Investment Management
Massachusetts
$5.7M -$833K -8,233 -13%
CBN
1007
Cadence Bank NA
Texas
$5.7M +$167K +1,651 +3%
ANTB
1008
AMG National Trust Bank
Colorado
$5.68M -$212K -2,098 -4%
FCT
1009
Family Capital Trust
Massachusetts
$5.68M +$16.2K +160 +0.3%
JWM
1010
JGP Wealth Management
Oregon
$5.67M +$510K +5,041 +10%
HAM
1011
Highstreet Asset Management
Ontario, Canada
$5.67M -$1.96M -19,406 -26%
DCM
1012
Delta Capital Management
New Jersey
$5.66M -$17.2K -170 -0.3%
MCM
1013
Mengis Capital Management
Oregon
$5.59M -$16.7K -165 -0.3%
DSC
1014
Duncker Streett & Co
Missouri
$5.59M +$336K +3,322 +6%
IRF
1015
IBM Retirement Fund
New York
$5.58M +$31.5K +311 +0.6%
IIM
1016
Ipswich Investment Management
Massachusetts
$5.56M +$80.8K +798 +1%
TF
1017
Tompkins Financial
New York
$5.56M -$58.3K -576 -1%
FMWA
1018
Forvis Mazars Wealth Advisors
Missouri
$5.55M +$993K +9,813 +22%
CC
1019
ClearArc Capital
Ohio
$5.55M -$226K -2,228 -4%
FDCC
1020
Foster Dykema Cabot & Co
Massachusetts
$5.54M +$93.7K +926 +2%
DWT
1021
Dorsey & Whitney Trust
South Dakota
$5.52M -$171K -1,689 -3%
AWM
1022
Avitas Wealth Management
California
$5.52M +$71.2K +703 +1%
CB
1023
Community Bank
New York
$5.49M +$106K +1,048 +2%
CCMINC
1024
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.48M -$7.9K -78 -0.1%
BCA
1025
Bray Capital Advisors
Florida
$5.48M +$229K +2,259 +4%