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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 %
GWM
1476
Graybill Wealth Management
Illinois
$2.54M +$19.2K +172 +0.8%
WCM
1477
Wunderlich Capital Managemnt
Tennessee
$2.54M +$21K +188 +0.8%
SCI
1478
SkyBridge Capital II
New York
$2.53M -$1.45M -12,986 -36%
HWA
1479
Heritage Way Advisors
Illinois
$2.51M +$30.2K +270 +1%
BCM
1480
Boltwood Capital Management
California
$2.51M -$40.8K -365 -2%
TPWA
1481
TRUE Private Wealth Advisors
Oregon
$2.51M +$133K +1,190 +6%
LDB
1482
Lee, Danner & Bass
Tennessee
$2.5M -$35.8K -320 -1%
OAM
1483
Oxford Asset Management
United Kingdom
$2.5M +$2.13M +19,067 +586%
TA
1484
Tiedemann Advisors
New York
$2.49M -$6.82M -60,995 -73%
CWG
1485
Cornerstone Wealth Group
North Carolina
$2.49M +$1.58M +14,136 +174%
GCM
1486
Gables Capital Management
Florida
$2.49M -$39.1K -350 -2%
PWMAG
1487
Pinnacle Wealth Management Advisory Group
New Jersey
$2.48M -$38K -340 -2%
BGIM
1488
Boussard & Gavaudan Investment Management
United Kingdom
$2.48M
WPA
1489
West Paces Advisors
Georgia
$2.47M -$70.5K -631 -3%
TC
1490
Trust Company
Kansas
$2.46M -$1.54M -13,812 -39%
LFDLE
1491
La Financiere de L'Echiquier
France
$2.46M
BFA
1492
Brendel Financial Advisors
New Hampshire
$2.45M
BMC
1493
Beaton Management Company
Massachusetts
$2.45M
HPCM
1494
High Pointe Capital Management
Illinois
$2.45M +$255K +2,280 +12%
GBBWRPM
1495
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.45M +$28.8K +258 +1%
NPP
1496
New Potomac Partners
Maryland
$2.45M -$87.2K -780 -3%
CGL
1497
Clarius Group LLC
Washington
$2.45M +$405K +3,619 +20%
CH
1498
Canton Hathaway
Rhode Island
$2.44M +$170K +1,523 +7%
WSTAM
1499
Wilbanks Smith & Thomas Asset Management
Virginia
$2.43M +$34.9K +312 +1%
WCM
1500
Wisconsin Capital Management
Wisconsin
$2.43M +$666K +5,955 +38%