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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 %
WBC
1251
West Branch Capital
Massachusetts
$3.56M -$33.9K -335 -0.9%
RA
1252
Rational Advisors
New York
$3.56M -$781K -7,720 -18%
GJCM
1253
Grand Jean Capital Management
California
$3.56M +$896K +8,853 +34%
SFSIG
1254
San Francisco Sentry Investment Group
California
$3.55M +$179K +1,772 +5%
OC
1255
Oarsman Capital
Wisconsin
$3.55M +$46.4K +458 +1%
GKFF
1256
George Kaiser Family Foundation
Oklahoma
$3.55M
CCA
1257
Checchi Capital Advisers
California
$3.55M -$82.3K -813 -2%
MFS
1258
Monetta Financial Services
Illinois
$3.54M
TBNY
1259
Trustco Bank (New York)
New York
$3.54M +$75.9K +750 +2%
AB
1260
AT Bancorp
Iowa
$3.53M -$776K -7,666 -18%
PGAM
1261
Princeton Global Asset Management
New Jersey
$3.52M +$270K +2,667 +8%
Wealth Enhancement Advisory Services
1262
Wealth Enhancement Advisory Services
Minnesota
$3.52M -$687K -6,044 -16%
KA
1263
Kintegral Advisory
New York
$3.5M +$1.84M +18,177 +111%
SCA
1264
Spearhead Capital Advisors
Florida
$3.5M +$574K +5,666 +20%
ARTA
1265
A.R.T. Advisors
New York
$3.49M -$2.55M -25,200 -42%
SFM
1266
Systematic Financial Management
New Jersey
$3.49M -$1.98M -19,605 -36%
AIM
1267
ARGA Investment Management
Connecticut
$3.48M
LA
1268
LVW Advisors
New York
$3.48M -$36.2K -358 -1%
MIAN
1269
Mariner Independent Advisor Network
Kansas
$3.47M +$1.1M +10,587 +46%
Assenagon Asset Management
1270
Assenagon Asset Management
Luxembourg
$3.46M +$1.44M +14,175 +71%
EM
1271
Excalibur Management
Massachusetts
$3.45M -$545K -5,387 -14%
LOAME
1272
Lombard Odier Asset Management (Europe)
United Kingdom
$3.45M
VWA
1273
V Wealth Advisors
Kansas
$3.45M +$48.9K +431 +1%
PI
1274
Parkside Investments
Illinois
$3.44M +$1.13M +11,207 +49%
CT
1275
Coastline Trust
Rhode Island
$3.43M +$1.72K +17 +0.1%