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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 %
AH
1351
Allen Holding
New York
$3.04M
GCM
1352
Graham Capital Management
Connecticut
$3.04M +$3.04M +30,000 New
MPIA
1353
Mountain Pacific Investment Advisers
Idaho
$3.03M -$26.5K -262 -0.9%
SCM
1354
Salem Capital Management
Massachusetts
$3.02M +$524K +5,175 +21%
CWM
1355
Concentric Wealth Management
California
$3.01M +$109K +1,081 +4%
FA
1356
FCG Advisors
New Jersey
$3.01M +$19.3K +191 +0.6%
FLI
1357
Family Legacy Inc
South Carolina
$3M +$15K +142 +0.5%
OLA
1358
Oliver Luxxe Assets
New Jersey
$2.99M +$12K +119 +0.4%
ST
1359
Spinnaker Trust
Maine
$2.99M +$228K +2,254 +8%
CBTWT
1360
Community Bank & Trust (Waco, Texas)
Texas
$2.97M +$41.3K +408 +1%
CL
1361
CPWM LLC
Washington
$2.96M -$51K -504 -2%
PMG
1362
ProVise Management Group
Florida
$2.95M -$71.7K -708 -2%
LP
1363
LMR Partners
United Kingdom
$2.94M +$2.94M +29,030 New
AC
1364
Addison Capital
Pennsylvania
$2.94M +$233K +2,301 +9%
RWM
1365
RBA Wealth Management
California
$2.92M +$2.92M +27,733 New
ST
1366
Smithfield Trust
Pennsylvania
$2.91M -$120K -1,190 -4%
BCM
1367
Blume Capital Management
California
$2.91M -$7.59K -75 -0.3%
PTC
1368
Philadelphia Trust Company
Pennsylvania
$2.91M -$3.14M -31,038 -52%
MFG
1369
Magnus Financial Group
New York
$2.9M +$148K +1,460 +5%
CPC
1370
Congress Park Capital
New York
$2.89M +$53.9K +532 +2%
TWM
1371
Torch Wealth Management
Ohio
$2.89M +$76K +751 +3%
BWA
1372
BDO Wealth Advisors
Florida
$2.89M +$103K +1,014 +4%
BOS
1373
Bank of Stockton
California
$2.89M +$180K +1,779 +7%
SSWM
1374
Sheets Smith Wealth Management
North Carolina
$2.88M +$201K +1,989 +8%
ANRIA
1375
American National Registered Investment Advisor
Texas
$2.88M -$8.6K -85 -0.3%