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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 %
SA
1051
Strategic Advisors
New York
$5.38M +$130K +1,163 +2%
PIA
1052
Piedmont Investment Advisors
North Carolina
$5.37M -$576K -5,156 -10%
NMIFOAC
1053
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$5.35M
JFGIW
1054
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.35M -$82.3K -736 -2%
WSC
1055
Wellington Shields & Co
New York
$5.35M +$2.35K +21 +0%
HWA
1056
HCR Wealth Advisors
California
$5.34M -$50.5K -452 -0.9%
WS
1057
Wedbush Securities
California
$5.34M +$250K +2,233 +5%
PL
1058
Parthenon LLC
Kentucky
$5.34M
MOS
1059
MGO One Seven
Ohio
$5.33M +$231K +2,069 +5%
UF
1060
Univest Financial
Pennsylvania
$5.32M +$13.2K +118 +0.2%
CHAM
1061
Clear Harbor Asset Management
Connecticut
$5.3M -$245K -2,188 -4%
RCM
1062
Radnor Capital Management
Pennsylvania
$5.3M +$39.5K +353 +0.8%
PAM
1063
Paradigm Asset Management
New York
$5.29M +$39.1K +350 +0.7%
CCM
1064
Cadence Capital Management
Massachusetts
$5.29M -$1.43M -12,824 -21%
CC
1065
Cipher Capital
New York
$5.28M +$5.28M +47,262 New
DWM
1066
Dakota Wealth Management
Florida
$5.27M +$710K +6,353 +16%
SNT
1067
Security National Trust
West Virginia
$5.24M -$91K -814 -2%
LCC
1068
Lincoln Capital Corp
Rhode Island
$5.24M -$29K -259 -0.5%
AIA
1069
Allied Investment Advisors
Montana
$5.24M +$20.6K +184 +0.4%
SMG
1070
Spectrum Management Group
Indiana
$5.23M +$399K +3,571 +8%
AIA
1071
AGF Investments America
Ontario, Canada
$5.22M -$698K -6,242 -12%
SVWAG
1072
Sound View Wealth Advisors Group
Georgia
$5.22M +$5.22M +46,703 New
HT
1073
Heritage Trust
Oklahoma
$5.21M +$35.4K +317 +0.7%
LSPW
1074
Lake Street Private Wealth
Illinois
$5.21M +$390K +3,492 +8%
RC
1075
Roundview Capital
New Jersey
$5.2M +$294K +2,629 +6%