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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 %
IAMOG
1301
Investors Asset Management of Georgia
Georgia
$3.3M +$20.2K +200 +0.6%
ITIM
1302
Indiana Trust & Investment Management
Indiana
$3.3M -$293K -2,893 -8%
PP
1303
Professional Planning
California
$3.29M +$40.2K +397 +1%
JG
1304
Jefferies Group
New York
$3.28M +$2.44M +24,151 +291%
VAG
1305
VisionPoint Advisory Group
Texas
$3.28M +$2.55M +25,235 +355%
TSWM
1306
Triangle Securities Wealth Management
North Carolina
$3.27M -$101K -1,002 -3%
VCM
1307
Vivaldi Capital Management
Illinois
$3.27M +$1.51M +14,938 +86%
TIA
1308
Tiemann Investment Advisors
California
$3.26M +$23.8K +235 +0.7%
AWCI
1309
Alpine Woods Capital Investors
New York
$3.26M +$70.6K +697 +2%
AAM
1310
Aureus Asset Management
Massachusetts
$3.26M +$3.54K +35 +0.1%
MWM
1311
Marietta Wealth Management
Georgia
$3.26M +$175K +1,725 +6%
SMFG
1312
Sumitomo Mitsui Financial Group
Japan
$3.26M -$378K -3,732 -10%
HCM
1313
Howland Capital Management
Massachusetts
$3.26M -$42.8K -423 -1%
BIMC
1314
Benson Investment Management Company
Virginia
$3.25M +$33.9K +335 +1%
OIA
1315
Optimum Investment Advisors
Illinois
$3.22M -$120K -1,184 -4%
MC
1316
Mathes Company
New York
$3.22M +$24.3K +240 +0.8%
TWA
1317
TCI Wealth Advisors
Arizona
$3.21M -$175K -1,726 -5%
IC
1318
Investment Counsel
Michigan
$3.21M -$147K -1,450 -4%
LFA
1319
Legacy Financial Advisors
Kentucky
$3.2M +$221K +2,184 +7%
KHLMTHM
1320
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.2M +$1.38M +13,631 +76%
CAL
1321
Capital Analysts LLC
Pennsylvania
$3.19M -$62.9K -621 -2%
HCM
1322
Hodges Capital Management
Texas
$3.19M +$66.6K +658 +2%
SC
1323
Savant Capital
Illinois
$3.18M +$82.2K +812 +3%
AIC
1324
Argus Investors Counsel
New York
$3.18M +$3.64K +36 +0.1%
BW
1325
Bison Wealth
Georgia
$3.18M +$133K +1,315 +4%