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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 %
HWA
1076
HCR Wealth Advisors
California
$4.87M -$94.8K -939 -2%
NMIFOAC
1077
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.85M -$326K -3,219 -6%
WSC
1078
Wellington Shields & Co
New York
$4.84M -$378K -3,733 -7%
PL
1079
Parthenon LLC
Kentucky
$4.83M -$8.1K -80 -0.2%
SNT
1080
Security National Trust
West Virginia
$4.83M +$207K +2,050 +4%
WPW
1081
Winthrop Partners - WNY
New York
$4.81M +$231K +2,205 +5%
UF
1082
Univest Financial
Pennsylvania
$4.8M +$168K +1,658 +4%
SVWA
1083
Sound View Wealth Advisors
Georgia
$4.79M -$157K -1,554 -3%
LCC
1084
Lincoln Capital Corp
Rhode Island
$4.77M +$94.2K +931 +2%
CAM
1085
Close Asset Management
United Kingdom
$4.77M +$4.7M +46,386 +6,425%
ECM
1086
EagleClaw Capital Management
Massachusetts
$4.77M -$45.5K -450 -0.9%
EMR
1087
Errol M. Rudman
$4.77M +$810K +8,000 +20%
RCM
1088
Radnor Capital Management
Pennsylvania
$4.76M -$5.67K -56 -0.1%
PAM
1089
Paradigm Asset Management
New York
$4.76M -$233K -2,300 -5%
SBL
1090
Sargent Bickham Lagudis
Colorado
$4.75M -$8K -79 -0.2%
SA
1091
Strategic Advisors
New York
$4.75M +$324K +3,202 +7%
DAS
1092
Dynamic Advisor Solutions
Arizona
$4.74M +$453K +4,479 +11%
RC
1093
RBF Capital
California
$4.73M -$30.4K -300 -0.6%
AIA
1094
Allied Investment Advisors
Montana
$4.72M -$6.07K -60 -0.1%
VFA
1095
Voya Financial Advisors
Connecticut
$4.71M +$1.23M +12,238 +35%
CSM
1096
CAMG Solamere Management
North Carolina
$4.7M -$549K -5,421 -10%
SAM
1097
Selway Asset Management
$4.69M +$14.2K +140 +0.3%
HT
1098
Heritage Trust
Oklahoma
$4.69M +$871K +8,606 +23%
Hudson Bay Capital Management
1099
Hudson Bay Capital Management
Connecticut
$4.69M -$21.9M -216,142 -82%
NG
1100
NatWest Group
United Kingdom
$4.68M -$36.4M -359,401 -89%