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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 %
HA
1051
Hamel Associates
New Jersey
$5.18M +$1.4M +13,850 +37%
LWANC
1052
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.18M +$96K +948 +2%
MSDF
1053
Michael & Susan Dell Foundation
New York
$5.17M +$5.17M +51,109 New
MC
1054
Miramar Capital
Illinois
$5.17M -$27.3K -270 -0.5%
PWM
1055
Perigon Wealth Management
California
$5.14M -$178K -1,566 -3%
BFEC
1056
Benjamin F. Edwards & Company
Missouri
$5.14M +$637K +6,294 +14%
LM
1057
Lincluden Management
Ontario, Canada
$5.12M -$165K -1,630 -3%
IPW
1058
Inlet Private Wealth
Florida
$5.1M +$1.21M +11,994 +31%
QCG
1059
Quadrant Capital Group
Ohio
$5.08M +$2.83M +28,087 +126%
RIM
1060
Rampart Investment Management
Connecticut
$5.04M +$1.8M +17,787 +56%
ANBT
1061
American National Bank & Trust
Texas
$5.04M +$51.9K +513 +1%
ACM
1062
Adalta Capital Management
New York
$5.03M +$911 +9 +0%
CHAM
1063
Clear Harbor Asset Management
Connecticut
$5.02M -$75.9K -750 -1%
CIM
1064
Cambria Investment Management
California
$4.99M +$61.7K +610 +1%
AWP
1065
Ascent Wealth Partners
New York
$4.98M +$248K +2,453 +5%
GIM
1066
Goelzer Investment Management
Indiana
$4.98M +$1.05M +10,336 +27%
FB
1067
Fulton Bank
Pennsylvania
$4.97M -$374K -3,694 -7%
WC
1068
Woodstock Corp
Massachusetts
$4.97M -$59.1K -584 -1%
MCM
1069
Maryland Capital Management
Maryland
$4.97M +$963K +9,510 +24%
GJIC
1070
Gamble Jones Investment Counsel
California
$4.95M -$112K -1,106 -2%
BCM
1071
Buckhead Capital Management
Georgia
$4.94M +$809K +7,992 +20%
MMG
1072
Monetary Management Group
Missouri
$4.93M +$387K +3,825 +9%
JFGIW
1073
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.92M -$16.1K -159 -0.3%
GC
1074
Grace Capital
Massachusetts
$4.92M -$107K -1,058 -2%
RWM
1075
Rench Wealth Management
Texas
$4.9M +$322K +3,182 +7%