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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 %
SWA
1851
Sutton Wealth Advisors
Florida
$1.16M +$12K +107 +1%
CG
1852
Cynosure Group
Utah
$1.15M +$1.15M +10,322 New
CA
1853
Cornerstone Advisory
Maryland
$1.15M +$63.8K +571 +6%
WIA
1854
Westbourne Investment Advisors
Maryland
$1.15M +$47.5K +425 +4%
RG
1855
Renaissance Group
Kentucky
$1.15M -$249K -2,227 -18%
HC
1856
Hamilton Capital
Ohio
$1.15M +$806K +7,210 +235%
GHAM
1857
Gilman Hill Asset Management
Connecticut
$1.15M -$28K -250 -2%
AAM
1858
American Asset Management
Florida
$1.15M +$21.4K +191 +2%
RP
1859
Rowlandmiller & Partners
Georgia
$1.14M +$9.27K +83 +0.8%
WAP
1860
Wealthcare Advisory Partners
Pennsylvania
$1.14M -$17.7K -158 -2%
SAM
1861
Shamrock Asset Management
Texas
$1.14M -$3.69K -33 -0.3%
BCP
1862
Berkeley Capital Partners
Georgia
$1.13M +$274K +2,452 +32%
MA
1863
MCF Advisors
Kentucky
$1.13M +$202K +1,804 +22%
PK
1864
Pflug Koory
Nebraska
$1.13M
SFG
1865
Summit Financial Group
West Virginia
$1.13M -$11.2K -100 -1%
CMANY
1866
Capital Management Associates (New York)
New York
$1.13M +$55.9K +500 +5%
FNBTCON
1867
First National Bank & Trust Co of Newtown
Pennsylvania
$1.12M -$33.5K -300 -3%
AIM
1868
Acropolis Investment Management
Missouri
$1.12M -$2.8K -25 -0.2%
KMWM
1869
Keudell/Morrison Wealth Management
Oregon
$1.12M -$1.62K -15 -0.1%
CIAS
1870
Capital Investment Advisory Services
North Carolina
$1.12M +$658K +5,756 +143%
MSAM
1871
Moloney Securities Asset Management
Missouri
$1.11M +$99.4K +889 +10%
PAM
1872
Palisade Asset Management
Minnesota
$1.11M
JCM
1873
Jag Capital Management
Missouri
$1.1M +$1.1M +9,878 New
CFM
1874
Coronation Fund Managers
South Africa
$1.1M -$7.48M -66,904 -87%
W
1875
Wealthquest
Ohio
$1.1M +$23.6K +211 +2%