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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 %
OCM
1201
One Capital Management
California
$4.17M +$12.2K +109 +0.3%
ADL
1202
Asset Dedication LLC
California
$4.16M +$209K +1,870 +5%
SCA
1203
Spearhead Capital Advisors
Florida
$4.16M +$293K +2,617 +8%
KPW
1204
Kore Private Wealth
New York
$4.16M +$213K +1,905 +5%
MBTD
1205
Mechanics Bank - Trust Department
California
$4.16M -$50.9K -455 -1%
Loomis, Sayles & Company
1206
Loomis, Sayles & Company
Massachusetts
$4.15M +$1.28M +11,476 +45%
FSA
1207
Fort Sheridan Advisors
Illinois
$4.15M +$407K +3,636 +11%
WBC
1208
West Branch Capital
Massachusetts
$4.15M +$211K +1,886 +5%
HIS
1209
Horizon Investment Services
Indiana
$4.15M -$246K -2,202 -6%
LA
1210
Lynch & Associates
Indiana
$4.14M +$1.05M +9,378 +34%
GIA
1211
Guyasuta Investment Advisors
Pennsylvania
$4.14M +$11.7K +105 +0.3%
NEPWA
1212
New England Private Wealth Advisors
Massachusetts
$4.13M +$97.4K +871 +2%
SSI
1213
Scott & Selber Inc
Texas
$4.13M +$44.7K +400 +1%
PCM
1214
Prelude Capital Management
New York
$4.1M +$630K +5,637 +18%
IAS
1215
IMA Advisory Services
Colorado
$4.1M +$154K +1,380 +4%
DWM
1216
Dorchester Wealth Management
Quebec, Canada
$4.08M +$3.47K +31 +0.1%
AFM
1217
Andesa Financial Management
Pennsylvania
$4.08M -$3.86M -34,438 -49%
LPIC
1218
LeJeune Puetz Investment Counsel
Michigan
$4.06M -$5.59K -50 -0.1%
AC
1219
Abbrea Capital
California
$4.05M -$66.4K -594 -2%
BC
1220
Burney Company
Virginia
$4.04M -$127K -1,134 -3%
Verition Fund Management
1221
Verition Fund Management
Connecticut
$4.03M +$892K +7,979 +28%
LA
1222
LVW Advisors
New York
$4.02M +$182K +1,626 +5%
ACP
1223
Aviance Capital Partners
Florida
$4.02M +$69.2K +619 +2%
PGAM
1224
Princeton Global Asset Management
New Jersey
$4.02M +$129K +1,157 +3%
VHAM
1225
Van Hulzen Asset Management
California
$4.01M +$335K +2,997 +9%