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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 %
PFGIA
1826
Patriot Financial Group Insurance Agency
Massachusetts
$1.2M +$275K +2,716 +30%
STA
1827
Summit Trail Advisors
New York
$1.2M -$2.29M -22,662 -66%
HCM
1828
Harvey Capital Management
Florida
$1.2M +$97.9K +968 +9%
HI
1829
Horizon Investments
North Carolina
$1.19M +$705K +7,024 +145%
WPC
1830
White Pine Capital
Minnesota
$1.19M -$152K -1,500 -11%
PAMG
1831
Patton Albertson Miller Group
Tennessee
$1.18M +$230K +2,277 +24%
BPWA
1832
Beacon Pointe Wealth Advisors
California
$1.18M +$84.7K +838 +8%
CAC
1833
Certified Advisory Corp
Florida
$1.18M +$103K +1,020 +10%
ACM
1834
AlphaCrest Capital Management
New York
$1.17M +$699K +6,908 +148%
CGA
1835
Crescent Grove Advisors
Illinois
$1.17M -$192K -1,892 -14%
TSS
1836
Two Sigma Securities
New York
$1.17M +$1.17M +11,522 New
CAG
1837
Crestwood Advisors Group
Massachusetts
$1.16M +$249K +2,456 +27%
CASB
1838
Cape Ann Savings Bank
Massachusetts
$1.15M
SIM
1839
SSI Investment Management
California
$1.15M -$4.14K -41 -0.4%
GFS
1840
GYL Financial Synergies
Connecticut
$1.15M +$102K +1,012 +10%
ACM
1841
Allred Capital Management
Texas
$1.15M -$1.47K -14 -0.1%
GWM
1842
Greenwich Wealth Management
Connecticut
$1.15M -$35.5K -351 -3%
HT
1843
HighTower Trust
Texas
$1.15M -$117K -1,155 -9%
MCA
1844
Mercer Capital Advisers
New Jersey
$1.14M -$30.4K -300 -3%
BOE
1845
Bank of Edwardsville
Illinois
$1.13M +$1.13M +11,195 New
GFP
1846
Gryphon Financial Partners
Ohio
$1.13M -$1.56M -15,402 -58%
AP
1847
Atwood & Palmer
Missouri
$1.12M
BHBT
1848
Burke & Herbert Bank & Trust
Virginia
$1.12M
SCA
1849
Sippican Capital Advisors
Massachusetts
$1.12M +$22.8K +225 +2%
TMC
1850
Trellus Management Company
Florida
$1.11M