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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 %
PFGIA
1726
Patriot Financial Group Insurance Agency
Massachusetts
$1.59M +$238K +2,095 +18%
AIL
1727
AGF Investments LLC
Ontario, Canada
$1.59M +$1.59M +14,185 New
CPA
1728
Cowen Prime Advisors
New York
$1.59M
WWM
1729
Windsor Wealth Management
Indiana
$1.58M +$343K +3,020 +28%
FSCM
1730
Front Street Capital Management
Montana
$1.57M -$11.2K -100 -0.7%
FPFS
1731
First Personal Financial Services
North Carolina
$1.57M +$50.2K +449 +3%
9WM
1732
9258 Wealth Management
Ohio
$1.57M +$135K +1,207 +9%
NWP
1733
Northstar Wealth Partners
Connecticut
$1.57M +$96.2K +860 +7%
LSAG
1734
Lake Street Advisors Group
New Hampshire
$1.56M +$214K +1,916 +16%
MSWM
1735
Mader & Shannon Wealth Management
Missouri
$1.56M -$94.2K -843 -6%
PFBT
1736
Parkside Financial Bank & Trust
Missouri
$1.56M +$81.6K +730 +6%
NSAM
1737
North Star Asset Management
Wisconsin
$1.56M -$94K -841 -6%
RCM
1738
RB Capital Management
Nevada
$1.55M +$69K +617 +5%
PP
1739
PagnatoKarp Partners
Virginia
$1.55M -$198K -1,773 -11%
BEC
1740
Blue Edge Capital
Virginia
$1.55M +$490K +4,380 +46%
MFW
1741
Meristem Family Wealth
Minnesota
$1.55M +$952K +8,516 +160%
IWC
1742
Integrated Wealth Concepts
Massachusetts
$1.54M +$417K +3,996 +37%
BWP
1743
Bernardo Wealth Planning
Pennsylvania
$1.53M -$13.7K -123 -0.9%
QI
1744
Qtron Investments
Massachusetts
$1.53M +$639K +5,715 +72%
MBT
1745
Monroe Bank & Trust
Michigan
$1.53M -$159K -1,423 -9%
PFM
1746
Phillips Financial Management
Indiana
$1.53M +$6.82K +60 +0.4%
SJIM
1747
St. Johns Investment Management
Florida
$1.53M +$42K +376 +3%
CAG
1748
Csenge Advisory Group
Florida
$1.53M -$118K -1,054 -7%
SCG
1749
Sonata Capital Group
Washington
$1.53M -$69.9K -625 -4%
CHJWM
1750
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.53M -$62.1K -545 -4%