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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 %
CCM
1851
Community Capital Management
Florida
$1.11M +$127K +1,258 +13%
AIP
1852
Ahrens Investment Partners
Louisiana
$1.11M +$179K +1,770 +19%
PB
1853
Pinnacle Bancorp
Nebraska
$1.11M +$2.03K +20 +0.2%
BWM
1854
BerganKDV Wealth Management
Minnesota
$1.1M -$10.8K -107 -1%
WWM
1855
Windsor Wealth Management
Indiana
$1.1M -$420K -4,152 -28%
MPPLM
1856
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.1M +$30.2K +298 +3%
AFA
1857
Abacus FCF Advisors
Florida
$1.1M +$52.4K +518 +5%
SGAM
1858
Smith Group Asset Management
Texas
$1.1M -$26.9M -257,108 -96%
CMI
1859
Clare Market Investments
Texas
$1.1M +$122K +1,209 +13%
KJWM
1860
Kiley Juergens Wealth Management
Washington
$1.1M +$80.4K +795 +8%
THWM
1861
Taylor Hoffman Wealth Management
Virginia
$1.1M -$50.5K -499 -4%
IWC
1862
Integrated Wealth Concepts
Massachusetts
$1.1M +$137K +1,354 +14%
TCM
1863
Tributary Capital Management
Nebraska
$1.09M -$152K -1,500 -12%
RB
1864
Rodgers Brothers
Pennsylvania
$1.09M +$24.5K +242 +2%
CCB
1865
Cutter & Co Brokerage
Missouri
$1.09M +$86.3K +853 +9%
RG
1866
Rikoon Group
New Mexico
$1.09M +$535K +5,279 +97%
OFS
1867
Orrstown Financial Services
Pennsylvania
$1.08M +$27.3K +270 +3%
BFPW
1868
BOK Financial Private Wealth
Colorado
$1.08M -$65.4K -646 -6%
SXL
1869
Summit X LLC
Missouri
$1.08M +$272K +2,675 +34%
MF
1870
Magnetar Financial
Illinois
$1.08M +$1.08M +10,625 New
HKAM
1871
Horizon Kinetics Asset Management
New York
$1.07M +$1.07M +10,568 New
LC
1872
Lourd Capital
California
$1.07M -$1.87M -18,488 -64%
GHAM
1873
Gilman Hill Asset Management
Connecticut
$1.07M -$80.4K -794 -7%
EM
1874
ELCO Management
New York
$1.06M -$12.6K -124 -1%
KMWM
1875
Keudell/Morrison Wealth Management
Oregon
$1.05M +$1.05M +10,405 New