JPM icon

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 %
MWM
1276
Marietta Wealth Management
Georgia
$3.69M +$87.2K +780 +2%
EM
1277
Excalibur Management
Massachusetts
$3.68M -$124K -1,111 -3%
GD
1278
Grandfield & Dodd
New York
$3.68M -$17.7K -158 -0.5%
MCP
1279
Mirador Capital Partners
California
$3.68M +$17.2K +154 +0.5%
MHS
1280
M Holdings Securities
Oregon
$3.67M -$2.91M -26,017 -44%
FFA
1281
Fragasso Financial Advisors
Pennsylvania
$3.66M +$156K +1,395 +4%
HI
1282
Hudock Inc
Pennsylvania
$3.65M -$22.6K -202 -0.6%
IAMOG
1283
Investors Asset Management of Georgia
Georgia
$3.65M +$4.58K +41 +0.1%
HCM
1284
Howland Capital Management
Massachusetts
$3.64M +$44.3K +396 +1%
GC
1285
Grimes & Company
Massachusetts
$3.62M -$28.5K -255 -0.8%
VWA
1286
V Wealth Advisors
Kansas
$3.62M +$215K +1,919 +6%
TIA
1287
Tiemann Investment Advisors
California
$3.62M +$11.2K +100 +0.3%
AWCI
1288
Alpine Woods Capital Investors
New York
$3.6M -$5.14K -46 -0.1%
AWM
1289
Avior Wealth Management
Nebraska
$3.58M +$158K +1,412 +5%
HCM
1290
Hodges Capital Management
Texas
$3.57M +$50.6K +453 +1%
TSWM
1291
Triangle Securities Wealth Management
North Carolina
$3.57M -$82K -727 -2%
MPIA
1292
Mountain Pacific Investment Advisers
Idaho
$3.56M +$214K +1,915 +6%
LFA
1293
Legacy Financial Advisors
Kentucky
$3.55M +$14.8K +132 +0.4%
MC
1294
Mathes Company
New York
$3.54M -$11.2K -100 -0.3%
CAL
1295
Capital Analysts LLC
Pennsylvania
$3.54M +$8.39K +75 +0.2%
GCA
1296
Gideon Capital Advisors
New York
$3.53M +$3.53M +31,604 New
OIA
1297
Optimum Investment Advisors
Illinois
$3.53M -$24.4K -218 -0.7%
DA
1298
Dillon & Associates
Michigan
$3.52M +$71.8K +641 +2%
LB
1299
Landmark Bank
Missouri
$3.52M +$18K +161 +0.5%
SS
1300
Sunbelt Securities
Texas
$3.51M +$155K +1,390 +5%