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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 %
CCM
1026
CWH Capital Management
Washington
$5.47M -$212K -2,091 -4%
PP
1027
Pegasus Partners
Wisconsin
$5.47M +$43.7K +432 +0.8%
PC
1028
Port Capital
Illinois
$5.46M -$927K -9,156 -15%
SCM
1029
Schnieders Capital Management
California
$5.44M -$108K -1,065 -2%
LWCFA
1030
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.43M -$12.5K -123 -0.2%
BPM
1031
Bowling Portfolio Management
Ohio
$5.42M -$116K -1,144 -2%
MFAM
1032
Motley Fool Asset Management
Virginia
$5.41M +$857K +8,463 +19%
CCT
1033
Chemung Canal Trust
New York
$5.4M +$159K +1,568 +3%
CFA
1034
Capstone Financial Advisors
Illinois
$5.4M +$61.2K +605 +1%
PIA
1035
Piedmont Investment Advisors
North Carolina
$5.39M +$314K +3,106 +6%
ECM
1036
Exchange Capital Management
Michigan
$5.38M -$57.9K -572 -1%
AIA
1037
AGF Investments America
Ontario, Canada
$5.36M -$396K -3,914 -7%
IHL
1038
Investment House LLC
California
$5.36M +$4.43M +43,754 +477%
SWM
1039
Segment Wealth Management
Texas
$5.34M +$197K +1,950 +4%
TC
1040
TownSquare Capital
Utah
$5.34M +$821K +8,110 +18%
AAS
1041
Avantax Advisory Services
Texas
$5.34M +$666K +6,582 +14%
TCM
1042
Telos Capital Management
California
$5.32M +$3.04M +30,078 +134%
WAS
1043
WESPAC Advisors SoCal
California
$5.32M +$33.5K +331 +0.6%
VAS
1044
Valicenti Advisory Services
New York
$5.31M +$724K +7,152 +16%
XWM
1045
Xcel Wealth Management
Florida
$5.28M -$260K -2,566 -5%
RC
1046
RegentAtlantic Capital
New Jersey
$5.27M +$358K +3,539 +7%
CIC
1047
Cornercap Investment Counsel
Georgia
$5.27M -$36.6K -362 -0.7%
PL
1048
Parkwood LLC
Ohio
$5.25M -$382K -3,774 -7%
Lido Advisors
1049
Lido Advisors
California
$5.22M +$602K +5,948 +13%
BAAM
1050
Baker Avenue Asset Management
California
$5.18M -$127K -1,253 -2%