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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 %
BMC
1526
Beaton Management Company
Massachusetts
$2.22M +$22.8K +225 +1%
WC
1527
Weil Company
California
$2.21M +$2.02K +20 +0.1%
BPA
1528
Beacon Pointe Advisors
California
$2.2M +$20.1K +199 +0.9%
EHWM
1529
Eads & Heald Wealth Management
Georgia
$2.2M +$35.4K +350 +2%
SHCM
1530
Stokes & Hubbell Capital Management
Louisiana
$2.2M +$119K +1,179 +6%
OGC
1531
Oak Grove Capital
New Hampshire
$2.2M +$506K +5,000 +30%
TPA
1532
Trivium Point Advisory
Connecticut
$2.2M +$83.9K +829 +4%
GBBWRPM
1533
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2.19M +$41.1K +406 +2%
LFA
1534
Landmark Financial Advisors
Kentucky
$2.18M -$6.68K -66 -0.3%
PL
1535
Perpetual Ltd
Australia
$2.18M +$39.9K +394 +2%
SIG
1536
Schaller Investment Group
North Carolina
$2.18M
HIC
1537
Harvey Investment Company
Kentucky
$2.18M +$10.9K +108 +0.5%
CB
1538
Cadence Bank
Mississippi
$2.18M -$25.3K -250 -1%
WSTAM
1539
Wilbanks Smith & Thomas Asset Management
Virginia
$2.17M +$21.1K +208 +1%
AB
1540
Atlas Brown
Kentucky
$2.16M -$197K -1,944 -8%
MWA
1541
Meridian Wealth Advisors
Texas
$2.16M +$31K +306 +1%
AIA
1542
Armor Investment Advisors
North Carolina
$2.15M +$30.4K +300 +1%
KJHP
1543
K.J. Harrison & Partners
Ontario, Canada
$2.15M -$335K -3,305 -13%
TPWA
1544
TRUE Private Wealth Advisors
Oregon
$2.15M -$156K -1,544 -7%
EWM
1545
Evermay Wealth Management
Virginia
$2.15M +$56.8K +561 +3%
CWAG
1546
Compton Wealth Advisory Group
Virginia
$2.15M +$26.3K +260 +1%
TCM
1547
Teza Capital Management
Illinois
$2.15M -$1.67M -16,459 -44%
IP
1548
Investment Partners
Ohio
$2.14M -$24.1K -238 -1%
PCG
1549
Private Capital Group
Connecticut
$2.14M +$117K +1,153 +6%
AWM
1550
Affinity Wealth Management
Delaware
$2.14M -$25.6K -253 -1%