JPM icon

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 %
FPA
1701
First Pacific Advisors
California
$1.61M
ODG
1702
O'Dell Group
Ohio
$1.61M +$62.1K +613 +4%
OCG
1703
Opus Capital Group
Ohio
$1.6M
CAN
1704
Claraphi Advisory Network
United States
$1.6M -$188K -1,862 -11%
BL
1705
BFSG LLC
California
$1.59M +$15.2K +150 +1%
CA
1706
Claro Advisors
Massachusetts
$1.59M +$36K +356 +2%
WCM
1707
Wisconsin Capital Management
Wisconsin
$1.59M +$152K +1,500 +11%
WA
1708
WBH Advisory
Maryland
$1.59M +$46.6K +461 +3%
PP
1709
PagnatoKarp Partners
Virginia
$1.58M +$481K +4,751 +44%
MSA
1710
Marino Stram & Associates
Massachusetts
$1.58M +$89.7K +886 +6%
KA
1711
Kovack Advisors
Florida
$1.57M +$112K +1,104 +8%
DM
1712
Delphi Management
Massachusetts
$1.56M -$397K -3,923 -20%
TI
1713
Tidal Investments
Wisconsin
$1.56M +$577K +5,696 +59%
BMC
1714
Benin Management Corp
Connecticut
$1.56M
HIC
1715
Hartline Investment Corp
Illinois
$1.55M
KS
1716
Karpas Strategies
Connecticut
$1.55M -$5.67K -56 -0.4%
HC
1717
HNP Capital
New York
$1.55M +$66.8K +660 +5%
VRM
1718
Vectors Research Management
New York
$1.55M +$138K +1,364 +10%
GAG
1719
GM Advisory Group
New York
$1.53M +$25.3K +250 +2%
MBT
1720
Monroe Bank & Trust
Michigan
$1.53M +$53.3K +527 +4%
BFA
1721
Beaumont Financial Advisors
Massachusetts
$1.53M +$84K +830 +6%
MYIA
1722
Mount Yale Investment Advisors
Colorado
$1.53M -$363K -3,584 -19%
TL
1723
TrueWealth LLC
Georgia
$1.52M +$85K +840 +6%
OAM
1724
Oak Asset Management
California
$1.52M +$410K +4,047 +37%
CWM
1725
Confluence Wealth Management
Oregon
$1.52M +$3.34K +33 +0.2%