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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 %
BCM
1476
BlueMar Capital Management
Florida
$2.41M +$2.41M +23,792 New
MCM
1477
Monarch Capital Management
Indiana
$2.41M +$71.8K +709 +3%
CFG
1478
CKW Financial Group
Hawaii
$2.4M
RCIM
1479
Russell Clark Investment Management
United Kingdom
$2.4M +$587K +5,800 +32%
PVWM
1480
Point View Wealth Management
New Jersey
$2.39M -$1.32K -13 -0.1%
VLKIM
1481
Van Lanschot Kempen Investment Management
Netherlands
$2.39M -$788K -7,785 -25%
IFWM
1482
Institute for Wealth Management
Colorado
$2.39M -$389K -3,846 -14%
SCM
1483
SOL Capital Management
Maryland
$2.38M -$95.5K -943 -4%
DBIA
1484
Dumont & Blake Investment Advisors
New Jersey
$2.38M +$34.9K +345 +1%
FCH
1485
Freestone Capital Holdings
Washington
$2.37M -$4.15K -41 -0.2%
PCA
1486
Providence Capital Advisors
North Carolina
$2.37M +$75.6K +747 +3%
PIP
1487
Peachtree Investment Partners
Florida
$2.37M +$89.9K +888 +4%
SC
1488
Sawyer & Company
Massachusetts
$2.36M
QCM
1489
Quadrant Capital Management
New Jersey
$2.36M +$60.3K +596 +3%
BWP
1490
Baldwin Wealth Partners
Massachusetts
$2.35M +$2.02K +20 +0.1%
SICM
1491
Sustainable Insight Capital Management
New York
$2.35M +$1.69M +16,711 +258%
SCP
1492
Stamos Capital Partners
California
$2.35M -$3.01M -28,847 -56%
AF
1493
Advisornet Financial
Minnesota
$2.35M +$160K +1,580 +7%
AssetMark Inc
1494
AssetMark Inc
California
$2.34M -$50.9K -503 -2%
DMK
1495
David M. Knott
$2.33M
BDF
1496
Balasa Dinverno & Foltz
$2.33M +$189K +1,870 +9%
GIC
1497
Gantzert Investment Company
Illinois
$2.33M -$7.59K -75 -0.3%
YL
1498
YCG LLC
Texas
$2.32M
CPA
1499
Capital Planning Advisors
California
$2.32M +$415K +4,100 +22%
GIM
1500
Guardian Investment Management
California
$2.32M