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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 %
ARMT
1376
Amica Retiree Medical Trust
Rhode Island
$2.87M
NIM
1377
Nicollet Investment Management
Minnesota
$2.86M +$46K +454 +2%
CWM
1378
Chesapeake Wealth Management
Virginia
$2.86M +$41K +405 +1%
NFG
1379
NewFocus Financial Group
Washington
$2.86M +$53.1K +525 +2%
MBT
1380
Montecito Bank & Trust
California
$2.85M -$74.7K -738 -3%
HL
1381
HeadInvest LLC
Maine
$2.85M -$2.73M -26,990 -49%
Verition Fund Management
1382
Verition Fund Management
Connecticut
$2.84M -$6.85M -67,710 -71%
TW
1383
TrinityPoint Wealth
Connecticut
$2.82M +$588K +5,811 +26%
BP
1384
Ballentine Partners
Massachusetts
$2.82M +$20.3K +200 +0.7%
MWP
1385
MYCIO Wealth Partners
Pennsylvania
$2.82M -$75.4K -745 -3%
ICOM
1386
Investment Counselors of Maryland
Maryland
$2.8M -$197K -1,950 -7%
LA
1387
Lynch & Associates
Indiana
$2.8M +$135K +1,335 +5%
CQS
1388
Credential Qtrade Securities
$2.77M -$25.5K -252 -0.9%
LSA
1389
L & S Advisors
California
$2.76M +$268K +2,651 +11%
ATI
1390
Act Two Investors
California
$2.76M
ECG
1391
Edge Capital Group
Georgia
$2.75M +$602K +5,944 +28%
HF
1392
HRT Financial
New York
$2.75M +$1.36M +13,486 +99%
IBOK
1393
Independence Bank of Kentucky
Kentucky
$2.74M -$130K -1,285 -5%
OSAM
1394
O'Shaughnessy Asset Management
Connecticut
$2.74M -$6.93M -68,866 -72%
MA
1395
Mutual Advisors
Nebraska
$2.73M +$158K +1,559 +6%
CCM
1396
Copeland Capital Management
Pennsylvania
$2.73M -$3.08M -30,472 -53%
BCWM
1397
Blue Chip Wealth Management
Florida
$2.72M -$29.8K -294 -1%
ANB
1398
Amarillo National Bank
Texas
$2.72M
CWP
1399
Capital Wealth Planning
Florida
$2.72M -$515K -5,087 -16%
CG
1400
Caprock Group
Idaho
$2.71M +$72.9K +720 +3%