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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 %
WIP
1751
Wellesley Investment Partners
Massachusetts
$1.53M -$603K -5,393 -28%
LCAM
1752
London & Capital Asset Management
United Kingdom
$1.53M -$580K -5,186 -28%
CAM
1753
Covenant Asset Management
New Jersey
$1.52M -$42.3K -378 -3%
MIP
1754
Marietta Investment Partners
Wisconsin
$1.52M +$1.06M +9,460 +228%
JDR
1755
Jay D. Rosenbaum
$1.52M +$7.27K +65 +0.5%
LNB
1756
Ledyard National Bank
$1.51M +$72.5K +649 +5%
HR
1757
Hayden Royal
North Carolina
$1.51M -$44.4K -392 -3%
TWI
1758
Thomas White International
Illinois
$1.51M
VNIM
1759
Vaughan Nelson Investment Management
Texas
$1.51M
GI
1760
GS Investments
Minnesota
$1.51M +$4.47K +40 +0.3%
FIM
1761
Freedom Investment Management
Connecticut
$1.5M -$134K -1,201 -8%
CPO
1762
Cerity Partners OCIO
New York
$1.5M +$10.2K +91 +0.7%
OWP
1763
Obermeyer Wealth Partners
Colorado
$1.5M +$32.3K +289 +2%
PBO
1764
Peoples Bank (Ohio)
Ohio
$1.5M +$11.5K +103 +0.8%
WCM
1765
Windsor Capital Management
Arizona
$1.48M +$5.26K +47 +0.4%
NAMP
1766
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.48M +$41.9K +375 +3%
AWA
1767
Acorn Wealth Advisors
Michigan
$1.48M -$438K -3,987 -23%
AWM
1768
Aries Wealth Management
Maine
$1.47M +$5.34K +47 +0.4%
HI
1769
Horizon Investments
North Carolina
$1.47M +$139K +1,243 +10%
AIC
1770
Ayalon Insurance Company
Israel
$1.46M +$102K +900 +8%
LC
1771
LCNB Corp
Ohio
$1.46M +$16.8K +150 +1%
DC
1772
DeDora Capital
California
$1.45M +$23K +206 +2%
JFA
1773
JNBA Financial Advisors
Minnesota
$1.44M +$11.8K +106 +0.8%
RIA
1774
Regal Investment Advisors
Michigan
$1.44M +$92.3K +826 +7%
BFO
1775
Biltmore Family Office
North Carolina
$1.44M -$143K -1,279 -9%