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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 %
FLI
1351
Family Legacy Inc
South Carolina
$3.19M +$20.3K +182 +0.6%
TWM
1352
Torch Wealth Management
Ohio
$3.19M -$5.37K -48 -0.2%
CWM
1353
Chesapeake Wealth Management
Virginia
$3.18M +$13.6K +122 +0.4%
NIM
1354
Nicollet Investment Management
Minnesota
$3.17M +$5.59K +50 +0.2%
BOS
1355
Bank of Stockton
California
$3.16M -$26.3K -235 -0.8%
ANRIA
1356
American National Registered Investment Advisor
Texas
$3.15M -$22.4K -200 -0.7%
NFG
1357
NewFocus Financial Group
Washington
$3.15M -$14.2K -127 -0.4%
SSWM
1358
Sheets Smith Wealth Management
North Carolina
$3.15M -$39.5K -353 -1%
WP
1359
WealthSource Partners
California
$3.14M +$832K +7,445 +36%
ST
1360
Spinnaker Trust
Maine
$3.12M -$181K -1,624 -5%
MWP
1361
MYCIO Wealth Partners
Pennsylvania
$3.12M +$8.61K +77 +0.3%
MBT
1362
Montecito Bank & Trust
California
$3.11M -$36K -322 -1%
RWM
1363
RBA Wealth Management
California
$3.1M -$5.59K -50 -0.2%
HB
1364
Homrich & Berg
Georgia
$3.08M +$359K +3,215 +13%
PAM
1365
Pegasus Asset Management
New York
$3.07M +$82.4K +737 +3%
AF
1366
Advisornet Financial
Minnesota
$3.07M +$479K +4,283 +18%
S
1367
SignatureFD
Georgia
$3.07M +$78.3K +700 +3%
CIA
1368
CSat Investment Advisory
Michigan
$3.05M +$583K +5,210 +24%
ATI
1369
Act Two Investors
California
$3.05M +$7.6K +68 +0.2%
BOPW
1370
Brandywine Oak Private Wealth
Pennsylvania
$3.05M +$70.1K +627 +2%
AAS
1371
Annex Advisory Services
Wisconsin
$3.05M +$541K +4,834 +22%
FUBT
1372
First United Bank & Trust
Maryland
$3.04M +$111K +990 +4%
CCM
1373
Copeland Capital Management
Pennsylvania
$3.03M +$21.1K +189 +0.7%
AAM
1374
Aureus Asset Management
Massachusetts
$3.01M -$588K -5,257 -16%
ANB
1375
Amarillo National Bank
Texas
$3.01M