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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 %
CIS
1426
Capital International Sarl
California
$2.6M -$486K -4,800 -16%
CFMC
1427
Curbstone Financial Management Corp
New Hampshire
$2.6M -$15.4K -152 -0.6%
MVA
1428
Mount Vernon Associates
Maryland
$2.59M -$39.8K -393 -2%
LWAC
1429
Laurel Wealth Advisors (California)
California
$2.59M +$297K +2,933 +13%
CCM
1430
Carderock Capital Management
Maryland
$2.58M +$310K +3,064 +14%
AWA
1431
Arete Wealth Advisors
Illinois
$2.58M +$245K +2,416 +10%
BRC
1432
Bell Rock Capital
Delaware
$2.58M +$5.57K +55 +0.2%
APG
1433
Abacus Planning Group
South Carolina
$2.58M +$84.2K +832 +3%
PGWM
1434
Parisi Gray Wealth Management
New Jersey
$2.57M -$3.65K -36 -0.1%
PHS
1435
Pekin Hardy Strauss
Illinois
$2.57M +$10.1K +100 +0.4%
JFA
1436
Johanson Financial Advisors
California
$2.57M +$72K +712 +3%
UCMOK
1437
United Capital Management of KS
Kansas
$2.57M +$322K +2,836 +14%
SIC
1438
Shoker Investment Counsel
Ohio
$2.56M +$60.5K +598 +2%
WEC
1439
Winslow Evans & Crocker
Massachusetts
$2.55M +$15.8K +156 +0.6%
FHA
1440
Flagship Harbor Advisors
Massachusetts
$2.55M -$147K -1,448 -5%
BBWA
1441
Bell & Brown Wealth Advisors
California
$2.55M +$50.2K +496 +2%
OA
1442
Oxbow Advisors
Texas
$2.55M -$417K -4,114 -14%
SGAM
1443
Steinberg Global Asset Management
Florida
$2.55M -$66.2K -654 -3%
HCM
1444
Hengehold Capital Management
Ohio
$2.54M +$116K +1,148 +5%
OPA
1445
Old Port Advisors
Maine
$2.54M -$148K -1,467 -6%
BO
1446
Bank OZK
Arkansas
$2.53M +$188K +1,854 +8%
GH
1447
GAM Holding
Switzerland
$2.53M -$711K -7,022 -22%
CCM
1448
Coe Capital Management
Illinois
$2.53M -$342K -3,378 -12%
LHC
1449
Little House Capital
Massachusetts
$2.53M +$264K +2,610 +12%
GLA
1450
Good Life Advisors
Pennsylvania
$2.52M -$3.33K -33 -0.1%