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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 %
AWM
1151
Altium Wealth Management
New York
$4.59M +$209K +1,867 +5%
MFG
1152
MidWestOne Financial Group
Iowa
$4.59M +$4.59M +41,013 New
RC
1153
RBF Capital
California
$4.58M -$637K -5,700 -12%
EFS
1154
Essex Financial Services
Connecticut
$4.58M -$258K -2,312 -5%
WPP
1155
Whalerock Point Partners
Rhode Island
$4.58M -$47.5K -425 -1%
DT
1156
Diversified Trust
Tennessee
$4.58M +$3.24K +29 +0.1%
HW
1157
Hedeker Wealth
Illinois
$4.57M +$147K +1,314 +3%
ACM
1158
Alta Capital Management
Utah
$4.56M +$137K +1,228 +3%
MCP
1159
Martin Capital Partners
Oregon
$4.55M +$245K +2,192 +6%
IFAM
1160
Institutional & Family Asset Management
Colorado
$4.51M -$154K -1,376 -3%
CWS
1161
Cypress Wealth Services
California
$4.51M +$120K +1,077 +3%
SCM
1162
Silvant Capital Management
Georgia
$4.49M -$34K -304 -0.8%
IMOV
1163
Investment Management of Virginia
Virginia
$4.49M -$4.38M -39,155 -49%
AAM
1164
Augustine Asset Management
Florida
$4.48M +$327K +2,921 +8%
EAM
1165
EULAV Asset Management
Florida
$4.47M -$447K -4,000 -9%
CNC
1166
Citizens & Northern Corp
Pennsylvania
$4.46M -$236K -2,107 -5%
CBU
1167
CIBC Bank USA
Illinois
$4.45M +$188K +1,686 +4%
FB
1168
Fulton Bank
Pennsylvania
$4.44M -$1.05M -9,380 -19%
PJSIMP
1169
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.44M +$262K +2,339 +6%
Capstone Investment Advisors
1170
Capstone Investment Advisors
New York
$4.43M -$5.91M -52,883 -57%
QF
1171
QVT Financial
New York
$4.42M
CA
1172
Continental Advisors
Utah
$4.4M -$601K -5,376 -12%
HCA
1173
Harbour Capital Advisors
Virginia
$4.39M +$43.6K +390 +1%
FPS
1174
Fieldpoint Private Securities
Connecticut
$4.39M +$321K +2,875 +8%
EAM
1175
Erste Asset Management
Austria
$4.38M -$55.3K -500 -1%