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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 %
KF
1751
Krilogy Financial
Missouri
$1.42M -$185K -1,826 -12%
CAM
1752
Covenant Asset Management
New Jersey
$1.42M -$22.2K -219 -2%
CHJWM
1753
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.41M +$171K +1,687 +14%
GCA
1754
Gradient Capital Advisors
California
$1.4M +$76.7K +757 +6%
PFM
1755
Phillips Financial Management
Indiana
$1.4M +$1.47K +14 +0.1%
BWP
1756
Bernardo Wealth Planning
Pennsylvania
$1.4M +$56.2K +555 +4%
HR
1757
Hayden Royal
North Carolina
$1.39M -$3.14M -31,057 -69%
SFSG
1758
Stearns Financial Services Group
North Carolina
$1.38M -$48K -474 -3%
WP
1759
WMS Partners
Maryland
$1.38M +$17.4K +172 +1%
HKIM
1760
Hayek Kallen Investment Management
Alabama
$1.38M +$388K +3,838 +39%
FPFS
1761
First Personal Financial Services
North Carolina
$1.37M +$911 +9 +0.1%
TWI
1762
Thomas White International
Illinois
$1.37M -$26.8K -265 -2%
VNIM
1763
Vaughan Nelson Investment Management
Texas
$1.37M
JDR
1764
Jay D. Rosenbaum
$1.36M +$22.3K +220 +2%
GI
1765
GS Investments
Minnesota
$1.36M -$1.01K -10 -0.1%
CPO
1766
Cerity Partners OCIO
New York
$1.35M -$9.51K -94 -0.7%
SJIM
1767
St. Johns Investment Management
Florida
$1.35M +$58.8K +581 +5%
PBO
1768
Peoples Bank (Ohio)
Ohio
$1.35M -$33.7K -333 -2%
FI
1769
Fosun International
China
$1.34M -$1.18M -11,686 -47%
RCM
1770
RB Capital Management
Nevada
$1.34M +$17.3K +171 +1%
AFC
1771
AFT Forsyth & Company
Florida
$1.34M -$517K -5,110 -28%
WCM
1772
Windsor Capital Management
Arizona
$1.34M -$12.9K -127 -1%
PFBT
1773
Parkside Financial Bank & Trust
Missouri
$1.34M +$85.1K +840 +7%
NWP
1774
Northstar Wealth Partners
Connecticut
$1.33M +$11.8K +117 +0.9%
OWP
1775
Obermeyer Wealth Partners
Colorado
$1.33M -$80.3K -793 -6%