JPM icon

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 %
LAIC
1501
Lederer & Associates Investment Counsel
California
$2.32M -$27.3K -270 -1%
AMIM
1502
Aull & Monroe Investment Management
Alabama
$2.31M -$111K -1,100 -5%
PH
1503
Pinnacle Holdings
Oklahoma
$2.31M -$84.1K -831 -4%
JT
1504
Jump Trading
Illinois
$2.31M +$1.37M +13,506 +145%
BCM
1505
Boltwood Capital Management
California
$2.31M -$32.9K -325 -1%
WPA
1506
West Paces Advisors
Georgia
$2.3M +$11.2K +111 +0.5%
NPP
1507
New Potomac Partners
Maryland
$2.29M -$45.1K -445 -2%
LDB
1508
Lee, Danner & Bass
Tennessee
$2.29M +$487K +4,813 +27%
GCM
1509
Gables Capital Management
Florida
$2.29M -$10.1K -100 -0.4%
FIM
1510
Frontier Investment Management
Texas
$2.29M +$60.5K +598 +3%
PWMAG
1511
Pinnacle Wealth Management Advisory Group
New Jersey
$2.28M +$136K +1,345 +6%
CPA
1512
Court Place Advisors
Maryland
$2.28M
GWM
1513
Graybill Wealth Management
Illinois
$2.28M -$19.4K -192 -0.8%
WCM
1514
Wunderlich Capital Managemnt
Tennessee
$2.28M +$26.9K +266 +1%
AAS
1515
Annex Advisory Services
Wisconsin
$2.27M -$15.9K -157 -0.7%
BWM
1516
BigSur Wealth Management
Florida
$2.27M -$385K -3,800 -14%
ATC
1517
Adirondack Trust Company
New York
$2.26M -$60.9K -525 -3%
SDWIA
1518
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$2.26M +$1.1M +10,905 +95%
JCM
1519
Jacobi Capital Management
Pennsylvania
$2.25M -$46.4K -458 -2%
HWA
1520
Heritage Way Advisors
Illinois
$2.25M +$3.75K +37 +0.2%
CPIG
1521
Chicago Partners Investment Group
Illinois
$2.24M -$424K -3,732 -16%
CIA
1522
CSat Investment Advisory
Michigan
$2.24M +$744K +7,350 +50%
LFDLE
1523
La Financiere de L'Echiquier
France
$2.23M +$202K +2,000 +10%
BCM
1524
Bayesian Capital Management
New York
$2.23M +$2.23M +22,000 New
BFA
1525
Brendel Financial Advisors
New Hampshire
$2.22M