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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 %
WPW
1076
Winthrop Partners - WNY
New York
$5.19M +$56.5K +505 +1%
ECM
1077
EagleClaw Capital Management
Massachusetts
$5.19M -$89K -795 -2%
Cetera Investment Advisers
1078
Cetera Investment Advisers
Illinois
$5.19M +$271K +2,418 +6%
FMWA
1079
Forvis Mazars Wealth Advisors
Missouri
$5.18M -$956K -8,553 -16%
VWM
1080
Valley Wealth Managers
New Jersey
$5.18M +$87.2K +780 +2%
NPT
1081
Nixon Peabody Trust
Massachusetts
$5.18M +$753K +6,735 +17%
BCM
1082
Brookmont Capital Management
Texas
$5.14M +$24.9K +223 +0.5%
SBL
1083
Sargent Bickham Lagudis
Colorado
$5.13M -$115K -1,028 -2%
PFM
1084
Premier Fund Managers
United Kingdom
$5.13M -$1.2M -10,990 -19%
SWM
1085
Stockman Wealth Management
Montana
$5.12M +$58.2K +521 +1%
PWM
1086
Perigon Wealth Management
California
$5.11M +$56.3K +504 +1%
Parallax Volatility Advisers
1087
Parallax Volatility Advisers
California
$5.1M +$4.35M +38,928 +586%
RAM
1088
Redmond Asset Management
Virginia
$5.09M -$37.3K -334 -0.7%
AMM
1089
American Money Management
California
$5.08M +$451K +4,037 +10%
GWM
1090
Geneos Wealth Management
Colorado
$5.07M -$95.2K -851 -2%
PAI
1091
Pittenger & Anderson Inc
Nebraska
$5.07M +$18.4K +165 +0.4%
SFP
1092
Shepherd Financial Partners
Massachusetts
$5.07M -$69.1K -618 -1%
BP
1093
BBR Partners
New York
$5.06M +$158K +1,411 +3%
WAM
1094
Wealthspire Advisors (Maryland)
Maryland
$5.05M -$66.6K -596 -1%
MAFM
1095
Mid Atlantic Financial Management
Pennsylvania
$5.04M +$72.1K +645 +1%
BFG
1096
Beacon Financial Group
Texas
$5.04M -$11K -98 -0.2%
VFA
1097
Voya Financial Advisors
Connecticut
$5.04M -$52.1K -479 -1%
WCA
1098
Westover Capital Advisors
Delaware
$5.04M +$34.9K +312 +0.7%
MCM
1099
Maltese Capital Management
New York
$5.03M -$9.29M -83,100 -65%
SACTSONJ
1100
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$5.03M +$112K +1,000 +2%