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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 %
BEAM
1226
Baker Ellis Asset Management
Washington
$3.69M +$1.53M +15,110 +71%
DWM
1227
Dorchester Wealth Management
Quebec, Canada
$3.69M -$56.9K -562 -2%
LPIC
1228
LeJeune Puetz Investment Counsel
Michigan
$3.68M +$25.3K +250 +0.7%
FPS
1229
Fieldpoint Private Securities
Connecticut
$3.68M -$384K -3,793 -9%
SIMM
1230
Stillwater Investment Management (Minnesota)
Minnesota
$3.68M +$26K +257 +0.7%
NEPWA
1231
New England Private Wealth Advisors
Massachusetts
$3.65M -$28.7K -284 -0.8%
SW
1232
SlateStone Wealth
Florida
$3.63M +$2.03M +20,016 +126%
TC
1233
Trust Company
Kansas
$3.63M +$1.72K +17 +0%
BA
1234
Baugh & Associates
Georgia
$3.63M +$54K +533 +2%
BKA
1235
Brick & Kyle Associates
Pennsylvania
$3.62M -$33.7K -333 -0.9%
RPC
1236
Rossmore Private Capital
Connecticut
$3.62M -$90.7K -896 -2%
BAM
1237
Belpointe Asset Management
Nevada
$3.62M +$182K +1,797 +5%
SAM
1238
Sawgrass Asset Management
Florida
$3.61M -$184K -1,815 -5%
SCI
1239
SkyBridge Capital II
New York
$3.61M -$487K -4,811 -12%
PWS
1240
Peloton Wealth Strategists
Indiana
$3.61M -$30.4K -300 -0.8%
DPIM
1241
Duff & Phelps Investment Management
Illinois
$3.6M
GP
1242
Geneva Partners
Wisconsin
$3.6M -$337K -3,330 -9%
BDWM
1243
Brewin Dolphin Wealth Management
Ireland
$3.6M -$5.06K -50 -0.1%
SCP
1244
Silverleafe Capital Partners
Tennessee
$3.59M -$542K -5,350 -13%
ADL
1245
Asset Dedication LLC
California
$3.59M +$297K +2,928 +9%
BWAM
1246
Boyd Watterson Asset Management
Ohio
$3.59M +$198K +1,959 +6%
PAS
1247
Park Avenue Securities
New York
$3.58M +$258K +2,466 +8%
ACP
1248
Aviance Capital Partners
Florida
$3.57M +$224K +2,214 +7%
KPW
1249
Kore Private Wealth
New York
$3.57M -$398K -3,936 -10%
IAS
1250
IMA Advisory Services
Colorado
$3.57M +$668K +6,594 +23%