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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 %
CCP
1151
Cardan Capital Partners
Colorado
$4.33M -$19.1K -189 -0.4%
BSW
1152
Buckingham Strategic Wealth
Missouri
$4.31M +$21.1K +208 +0.5%
TFS
1153
Thoroughbred Financial Services
Tennessee
$4.3M +$77.2K +763 +2%
CCM
1154
Coldstream Capital Management
Washington
$4.3M -$66.1K -653 -2%
CSA
1155
Cottage Street Advisors
Massachusetts
$4.3M -$172K -1,699 -4%
SCA
1156
Sage Capital Advisors
South Dakota
$4.3M +$18.6K +184 +0.4%
EAMA
1157
EFG Asset Management (Americas)
Florida
$4.29M -$1.69M -16,470 -28%
PA
1158
Parallel Advisors
California
$4.27M +$173K +1,709 +4%
JAM
1159
Jolley Asset Management
North Carolina
$4.26M +$187K +1,845 +5%
CNC
1160
Citizens & Northern Corp
Pennsylvania
$4.25M +$97K +958 +2%
PA
1161
Perennial Advisors
New York
$4.23M -$129K -1,270 -3%
RWA
1162
River Wealth Advisors
Pennsylvania
$4.22M +$25.8K +255 +0.6%
IFAM
1163
Institutional & Family Asset Management
Colorado
$4.22M +$30K +296 +0.7%
QC
1164
Quadrature Capital
United Kingdom
$4.22M +$4.22M +41,662 New
CIM
1165
CenturyLink Investment Management
Colorado
$4.21M -$304 -3 -0%
ST
1166
Somerset Trust
Pennsylvania
$4.2M +$59.3K +586 +1%
AMM
1167
American Money Management
California
$4.19M +$8.3K +82 +0.2%
WPP
1168
Whalerock Point Partners
Rhode Island
$4.19M +$407K +4,017 +11%
OIA
1169
OneDigital Investment Advisors
Kansas
$4.19M +$260K +2,545 +7%
HCM
1170
HGI Capital Management
New York
$4.15M -$1.37M -13,520 -25%
GIA
1171
Granite Investment Advisors
New Hampshire
$4.14M +$79.4K +784 +2%
CS
1172
Comerica Securities
Michigan
$4.14M +$103K +1,019 +3%
DT
1173
Diversified Trust
Tennessee
$4.14M +$146K +1,441 +4%
HA
1174
Halsey Associates
Connecticut
$4.14M -$103K -1,015 -2%
BA
1175
Bristlecone Advisors
Washington
$4.13M +$429K +4,237 +12%