JPM icon

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 %
GWM
1101
Geneos Wealth Management
Colorado
$4.68M +$58.4K +577 +1%
AF
1102
Ally Financial
Michigan
$4.66M
SFP
1103
Shepherd Financial Partners
Massachusetts
$4.65M +$129K +1,272 +3%
RAM
1104
Redmond Asset Management
Virginia
$4.64M -$71K -701 -2%
WAM
1105
Wealthspire Advisors (Maryland)
Maryland
$4.63M -$208K -2,053 -4%
BCM
1106
Brookmont Capital Management
Texas
$4.63M +$7.9K +78 +0.2%
MOS
1107
MGO One Seven
Ohio
$4.61M +$720K +7,111 +18%
WS
1108
Wedbush Securities
California
$4.61M +$202K +1,998 +5%
VWM
1109
Valley Wealth Managers
New Jersey
$4.61M +$98.9K +977 +2%
EAM
1110
EULAV Asset Management
Florida
$4.6M -$837K -8,000 -15%
AWM
1111
AE Wealth Management
Kansas
$4.6M +$713K +7,046 +18%
SWM
1112
Stockman Wealth Management
Montana
$4.58M +$256K +2,528 +6%
PAI
1113
Pittenger & Anderson Inc
Nebraska
$4.58M +$567K +5,600 +14%
VFM
1114
Viking Fund Management
North Dakota
$4.56M +$1.42M +14,000 +45%
UM
1115
Ulysses Management
New York
$4.56M +$3.54M +35,000 +350%
MCM
1116
McMillion Capital Management
North Carolina
$4.55M +$107K +1,061 +2%
SCP
1117
Shorepoint Capital Partners
Massachusetts
$4.55M +$4.55M +44,900 New
BFO
1118
Boston Family Office
Massachusetts
$4.54M +$40K +395 +0.9%
SIA
1119
SeaBridge Investment Advisors
New Jersey
$4.54M -$4.05K -40 -0.1%
ACM
1120
Argyle Capital Management
Pennsylvania
$4.54M
CA
1121
Continental Advisors
Utah
$4.53M -$2.67M -26,334 -37%
BAM
1122
Brave Asset Management
New Jersey
$4.53M +$141K +1,392 +3%
AWM
1123
Altavista Wealth Management
North Carolina
$4.53M -$7.9K -78 -0.2%
WCA
1124
Westover Capital Advisors
Delaware
$4.53M +$291K +2,872 +7%
VanEck Associates
1125
VanEck Associates
New York
$4.52M +$237K +2,346 +6%