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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 %
WIC
1251
Whitegate Investment Counselors
New Hampshire
$3.83M +$72.3K +647 +2%
OC
1252
Oarsman Capital
Wisconsin
$3.82M -$102K -911 -3%
SCP
1253
Silverleafe Capital Partners
Tennessee
$3.82M -$146K -1,310 -4%
VCM
1254
Vivaldi Capital Management
Illinois
$3.81M +$200K +1,792 +6%
Jacobs Levy Equity Management
1255
Jacobs Levy Equity Management
New Jersey
$3.81M -$15.2M -135,686 -80%
Lido Advisors
1256
Lido Advisors
California
$3.81M -$1.96M -17,496 -34%
LOAME
1257
Lombard Odier Asset Management (Europe)
United Kingdom
$3.81M
FNB
1258
Farmers National Bank
Kentucky
$3.79M +$376K +3,365 +11%
CT
1259
Coastline Trust
Rhode Island
$3.79M
OIM
1260
Opus Investment Management
Massachusetts
$3.77M
SS
1261
Simplicity Solutions
Minnesota
$3.77M -$3M -26,877 -44%
VAG
1262
VisionPoint Advisory Group
Texas
$3.76M +$141K +1,262 +4%
IWM
1263
IHT Wealth Management
Illinois
$3.74M +$84.6K +757 +2%
PG
1264
Patten Group
Tennessee
$3.74M +$32.9K +294 +0.9%
SFA
1265
Sequoia Financial Advisors
Ohio
$3.73M +$254K +2,268 +7%
BWAM
1266
Boyd Watterson Asset Management
Ohio
$3.73M -$233K -2,083 -6%
TA
1267
TFG Advisers
Michigan
$3.73M +$53.2K +476 +1%
PMG
1268
ProVise Management Group
Florida
$3.72M +$462K +4,132 +14%
WIC
1269
Woodmont Investment Counsel
Tennessee
$3.72M -$35.9K -321 -1%
PI
1270
Parkside Investments
Illinois
$3.72M -$79K -707 -2%
LBC
1271
Lawrence B. Cohen
$3.72M -$31.9K -285 -0.8%
HH
1272
Hilltop Holdings
Texas
$3.72M -$57.7K -516 -2%
FA
1273
FMA Advisory
Pennsylvania
$3.71M -$59.6K -533 -2%
HI
1274
HBK Investments
Texas
$3.7M +$1.43M +12,791 +63%
SFSIG
1275
San Francisco Sentry Investment Group
California
$3.69M -$229K -2,048 -6%