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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 %
DAM
1801
Deltec Asset Management
New York
$1.24M +$810K +8,000 +189%
AEPG
1802
American Economic Planning Group
New Jersey
$1.24M -$22K -217 -2%
FFC
1803
First Financial Corp
Indiana
$1.24M +$66.8K +660 +6%
WFG
1804
Wills Financial Group
Virginia
$1.23M -$113K -1,115 -8%
CPIA
1805
Cornell Pochily Investment Advisors
New York
$1.23M -$319K -3,150 -21%
HGWM
1806
Harvest Group Wealth Management
Massachusetts
$1.23M -$45.4K -449 -4%
CP
1807
Covenant Partners
Tennessee
$1.23M +$1.23M +12,155 New
LOAMS
1808
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.23M
SWA
1809
Stratos Wealth Advisors
Ohio
$1.23M +$17.4K +172 +1%
RIA
1810
Realta Investment Advisors
Delaware
$1.23M +$1.23M +12,140 New
PWAP
1811
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$1.22M +$44.7K +442 +4%
GRQ
1812
Gardner Russo & Quinn
Pennsylvania
$1.22M +$7.8K +77 +0.6%
LSAG
1813
Lake Street Advisors Group
New Hampshire
$1.22M -$32.7K -323 -3%
RIA
1814
Regal Investment Advisors
Michigan
$1.22M +$39.1K +386 +3%
AI
1815
Accredited Investors
Minnesota
$1.22M +$1.62K +16 +0.1%
OIM
1816
Orca Investment Management
Oregon
$1.22M +$23K +227 +2%
HAC
1817
Harbor Advisory Corp
New Hampshire
$1.22M +$60.7K +600 +5%
CBFP
1818
Cedar Brook Financial Partners
Ohio
$1.21M +$222K +2,193 +22%
TA
1819
TCG Advisors
Texas
$1.21M +$475K +4,691 +65%
SG
1820
StoneX Group
New York
$1.21M +$114K +1,125 +10%
BA
1821
BKS Advisors
Michigan
$1.21M -$162K -1,600 -12%
CM
1822
Castleark Management
Illinois
$1.21M -$4.97M -49,100 -80%
HJMC
1823
Hellman Jordan Management Company
Massachusetts
$1.2M -$40.3K -398 -3%
FCMT
1824
Founders Capital Management (Texas)
Texas
$1.2M +$15.5K +153 +1%
MWM
1825
Mission Wealth Management
California
$1.2M -$202 -2 -0%