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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 %
CAM
1601
Chesapeake Asset Management
New York
$1.93M -$662K -6,540 -25%
AIM
1602
Anchor Investment Management
South Carolina
$1.93M +$35.7K +353 +2%
WIP
1603
Wellesley Investment Partners
Massachusetts
$1.93M -$153K -1,510 -7%
FC
1604
Forte Capital
New York
$1.92M +$4.15K +41 +0.2%
AWA
1605
Acorn Wealth Advisors
Michigan
$1.92M -$24.1K -219 -1%
FAIM
1606
Financial Advocates Investment Management
Washington
$1.91M +$3.04K +30 +0.2%
WCM
1607
Washington Capital Management
Washington
$1.91M -$1.76M -17,340 -48%
LCAM
1608
London & Capital Asset Management
United Kingdom
$1.91M +$534K +5,279 +39%
GCM
1609
Galibier Capital Management
Ontario, Canada
$1.91M +$332K +3,281 +21%
FMT
1610
First Mercantile Trust
Tennessee
$1.9M -$592K -5,843 -24%
ACP
1611
Ashfield Capital Partners
California
$1.9M +$18.2K +180 +1%
TWA
1612
Tillar-Wenstrup Advisors
Ohio
$1.9M -$76.7K -758 -4%
IP
1613
Intellectus Partners
California
$1.89M -$16.1K -159 -0.8%
WG
1614
Welch Group
Alabama
$1.89M +$194K +1,915 +11%
1WA
1615
180 Wealth Advisors
Washington
$1.89M +$448K +3,955 +31%
BOS
1616
Bingham Osborn & Scarborough
California
$1.89M -$11.5K -114 -0.6%
WCM
1617
Weik Capital Management
Pennsylvania
$1.88M +$55.8K +551 +3%
NIS
1618
National Investment Services
Wisconsin
$1.88M -$88.3K -872 -4%
PI
1619
PHH Investments
Texas
$1.88M -$9.42K -93 -0.5%
BMA
1620
Brooks Moore & Associates
Tennessee
$1.87M -$77.2K -762 -4%
ZCI
1621
Zevenbergen Capital Investments
Washington
$1.87M -$25.8K -255 -1%
JWM
1622
Jackson Wealth Management
Florida
$1.87M +$45.1K +445 +2%
SAM
1623
Sompo Asset Management
Japan
$1.86M +$1.86M +18,340 New
SC
1624
Slow Capital
California
$1.85M +$35K +346 +2%
CGL
1625
Clarius Group LLC
Washington
$1.85M +$1.01M +9,985 +121%