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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 %
BOS
1601
Bingham Osborn & Scarborough
California
$2.02M -$61.5K -550 -3%
PFO
1602
Pathstone Family Office
New Jersey
$2.01M +$171K +1,526 +9%
MCM
1603
Maple Capital Management
Vermont
$2.01M +$415K +3,713 +26%
HJA
1604
Hugh Johnson Advisors
New York
$2M +$359K +3,215 +22%
Eagle Capital Management (New York)
1605
Eagle Capital Management (New York)
New York
$2M -$225K -2,015 -10%
CIP
1606
Capital Insight Partners
Arizona
$2M +$25.6K +229 +1%
TW
1607
TrinityPoint Wealth
Connecticut
$2M -$1.26M -10,790 -39%
MCC
1608
Malaga Cove Capital
California
$2M -$6.71K -60 -0.3%
MFG
1609
Monte Financial Group
Connecticut
$1.99M +$32.3K +289 +2%
JSL
1610
JT Stratford LLC
Georgia
$1.99M -$200K -1,793 -9%
SCP
1611
Stamos Capital Partners
California
$1.98M -$568K -5,000 -22%
EHC
1612
Everett Harris & Co
California
$1.98M +$85.8K +768 +5%
FCCM
1613
First City Capital Management
Georgia
$1.98M -$26K -233 -1%
RWM
1614
RKL Wealth Management
Pennsylvania
$1.98M +$42.4K +380 +2%
PPP
1615
Private Portfolio Partners
New Jersey
$1.98M +$823K +7,368 +71%
IIC
1616
Integrated Investment Consultants
Michigan
$1.98M +$87.7K +784 +5%
CB
1617
CNB Bank
Pennsylvania
$1.98M -$13.2K -118 -0.7%
DAM
1618
Delta Asset Management
Tennessee
$1.98M +$106K +947 +6%
OCG
1619
Opus Capital Group
Ohio
$1.98M +$212K +1,900 +12%
NIS
1620
National Investment Services
Wisconsin
$1.97M -$97.5K -872 -5%
KFGK
1621
Keystone Financial Group (Kentucky)
Kentucky
$1.97M +$37.7K +337 +2%
SDWIA
1622
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.97M -$534K -4,775 -21%
SLT
1623
St Louis Trust
Missouri
$1.97M
PI
1624
PHH Investments
Texas
$1.95M -$117K -1,050 -6%
PA
1625
PFG Advisors
Arizona
$1.95M +$241K +2,077 +14%