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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 %
BOCM
1626
Bontempo Ohly Capital Management
Maryland
$1.84M +$1.84M +18,175 New
ESB
1627
Essex Savings Bank
Connecticut
$1.84M +$25.2K +249 +1%
NL
1628
NVWM LLC
Pennsylvania
$1.83M -$22.6K -223 -1%
NGA
1629
Naples Global Advisors
Florida
$1.83M +$184K +1,816 +11%
RT
1630
Rockland Trust
Massachusetts
$1.83M +$32.4K +320 +2%
IDBONY
1631
Israel Discount Bank of New York
New York
$1.83M +$82.7K +817 +5%
MGIA
1632
Moneta Group Investment Advisors
Missouri
$1.82M +$35.3K +349 +2%
HDIM
1633
Hanson & Doremus Investment Management
Vermont
$1.82M +$16.3K +161 +0.9%
FCCM
1634
First City Capital Management
Georgia
$1.82M +$3.04K +30 +0.2%
CPA
1635
Clear Perspective Advisors
Illinois
$1.82M +$814K +7,340 +81%
MCC
1636
Malaga Cove Capital
California
$1.81M -$146K -1,443 -7%
SWRP
1637
Summit Wealth & Retirement Planning
California
$1.81M -$51.9K -513 -3%
CB
1638
CNB Bank
Pennsylvania
$1.8M +$219K +2,165 +14%
KTC
1639
Kistler-Tiffany Companies
Pennsylvania
$1.8M +$162K +1,599 +10%
NL
1640
NWAM LLC
Washington
$1.79M -$15.3K -151 -0.8%
CIP
1641
Capital Insight Partners
Arizona
$1.79M +$1.01M +9,951 +129%
DGHMC
1642
Dalton, Greiner, Hartman, Maher & Co
New York
$1.78M -$815K -8,049 -31%
SLT
1643
St Louis Trust
Missouri
$1.78M
MFG
1644
Monte Financial Group
Connecticut
$1.77M -$17.1K -169 -1%
BCM
1645
Birmingham Capital Management
Alabama
$1.77M -$40.5K -400 -2%
CT
1646
Clearstead Trust
Maine
$1.76M +$351K +3,468 +25%
YIA
1647
YHB Investment Advisors
Connecticut
$1.76M +$31.8K +314 +2%
LCM
1648
Liberty Capital Management
Michigan
$1.76M +$239K +2,357 +16%
GLA
1649
Great Lakes Advisors
Illinois
$1.76M -$1.35M -13,319 -43%
RWM
1650
RKL Wealth Management
Pennsylvania
$1.76M +$7.29K +72 +0.4%