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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 %
FTI
1776
Fiduciary Trust International
Massachusetts
$1.44M +$1.19M +10,604 +476%
CWM
1777
Connecticut Wealth Management
Connecticut
$1.43M +$636K +5,688 +80%
FPA
1778
First Pacific Advisors
California
$1.43M -$352K -3,150 -20%
Holocene Advisors
1779
Holocene Advisors
New York
$1.42M -$7.28M -65,080 -84%
PWAP
1780
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.4M +$50.3K +450 +4%
ACA
1781
Aptus Capital Advisors
Alabama
$1.4M -$10.6K -95 -0.8%
EWM
1782
Elmwood Wealth Management
California
$1.39M -$22.2K -199 -2%
SG
1783
StoneX Group
New York
$1.39M +$52.5K +470 +4%
CPA
1784
Clear Perspective Advisors
Illinois
$1.39M -$446K -3,987 -24%
TA
1785
TCG Advisors
Texas
$1.39M +$25.3K +222 +2%
VCM
1786
Versant Capital Management
Arizona
$1.38M -$36.3K -325 -3%
Assenagon Asset Management
1787
Assenagon Asset Management
Luxembourg
$1.38M -$2.44M -21,844 -64%
AEPG
1788
American Economic Planning Group
New Jersey
$1.37M +$8.61K +77 +0.6%
EWA
1789
Exencial Wealth Advisors
Oklahoma
$1.37M -$8.83K -79 -0.6%
SWA
1790
Stratos Wealth Advisors
Ohio
$1.37M +$15.3K +137 +1%
CBFP
1791
Cedar Brook Financial Partners
Ohio
$1.37M +$29.7K +266 +2%
SC
1792
Saturna Capital
Washington
$1.37M
CP
1793
Covenant Partners
Tennessee
$1.36M
GRQ
1794
Gardner Russo & Quinn
Pennsylvania
$1.36M +$7.94K +71 +0.6%
EM
1795
ELCO Management
New York
$1.36M +$181K +1,621 +15%
AI
1796
Accredited Investors
Minnesota
$1.35M +$1.45K +13 +0.1%
BPWA
1797
Beacon Pointe Wealth Advisors
California
$1.35M +$43.7K +391 +3%
OIM
1798
Orca Investment Management
Oregon
$1.34M -$7.83K -70 -0.6%
TAIM
1799
TD Ameritrade Investment Management
Nebraska
$1.34M +$240K +2,144 +22%
CGA
1800
Crescent Grove Advisors
Illinois
$1.34M +$44.7K +400 +3%