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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 %
QCM
1626
Quest Capital Management
Texas
$1.95M -$818K -7,320 -30%
BFA
1627
Beaumont Financial Advisors
Massachusetts
$1.95M +$259K +2,319 +15%
CAN
1628
Claraphi Advisory Network
United States
$1.95M +$185K +1,651 +10%
LCM
1629
Liberty Capital Management
Michigan
$1.94M -$3.47K -31 -0.2%
GWMIA
1630
Global Wealth Management Investment Advisory
Florida
$1.94M +$121K +1,084 +7%
FAIM
1631
Financial Advocates Investment Management
Washington
$1.94M -$173K -1,544 -8%
BCM
1632
Birmingham Capital Management
Alabama
$1.93M -$16.8K -150 -0.9%
VCM
1633
Virtue Capital Management
Tennessee
$1.93M +$1.93M +17,228 New
PAS
1634
Partnervest Advisory Services
California
$1.92M +$95.6K +855 +5%
VRM
1635
Vectors Research Management
New York
$1.92M +$205K +1,832 +12%
HC
1636
HNP Capital
New York
$1.92M +$205K +1,832 +12%
VCAM
1637
Van Cleef Asset Management
Ohio
$1.91M -$20K -179 -1%
OA
1638
Oak Associates
Ohio
$1.9M
PCM
1639
Poehling Capital Management
Wisconsin
$1.9M +$887K +7,931 +87%
SWRP
1640
Summit Wealth & Retirement Planning
California
$1.9M -$98.4K -880 -5%
FPIS
1641
Financial Planning & Information Services
Wisconsin
$1.9M
KCPG
1642
Kavar Capital Partners Group
Kansas
$1.89M +$55.2K +494 +3%
TMAM
1643
Tokio Marine Asset Management
Japan
$1.89M +$895K +8,004 +90%
GCA
1644
Gradient Capital Advisors
California
$1.88M +$333K +2,980 +22%
FI
1645
Fosun International
China
$1.88M +$431K +3,956 +30%
BIM
1646
Beach Investment Management
Pennsylvania
$1.88M
NCM
1647
Neumann Capital Management
California
$1.88M +$83.3K +745 +5%
PCG
1648
Private Capital Group
Connecticut
$1.88M -$330K -3,164 -15%
SB
1649
Strategic Blueprint
Georgia
$1.87M -$29.2K -261 -2%
BL
1650
BFSG LLC
California
$1.87M +$110K +985 +6%