JPM icon

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 %
VIM
1901
Vista Investment Management
Pennsylvania
$987K +$28.1K +278 +3%
LJHT
1902
Laurie J. Hall Trustee
$986K -$10.1K -100 -1%
ORI
1903
Oak Ridge Investments
Illinois
$986K
CA
1904
Cornerstone Advisory
Maryland
$985K -$44.3K -437 -4%
VIA
1905
Vident Investment Advisory
Georgia
$982K +$143K +1,409 +17%
SRSA
1906
S.R. Schill & Associates
Washington
$977K +$5.77K +57 +0.6%
PG
1907
Proffitt & Goodson
Tennessee
$976K -$24.4K -241 -2%
W
1908
Wealthquest
Ohio
$974K +$6.27K +62 +0.6%
PFC
1909
Phocas Financial Corp
California
$972K
CMANY
1910
Capital Management Associates (New York)
New York
$969K
RBFC
1911
Roman Butler Fullerton & Co
Missouri
$968K +$45.8K +451 +5%
PC
1912
PhiloSmith Capital
Connecticut
$967K
UIA
1913
UBP Investment Advisors
Switzerland
$963K +$18K +178 +2%
LFM
1914
Lumina Fund Management
New York
$962K
WGA
1915
Weather Gauge Advisory
Virginia
$961K +$2.53K +25 +0.3%
GLI
1916
Guardian Life Insurance
New York
$956K -$7.8K -77 -0.8%
BEC
1917
Blue Edge Capital
Virginia
$956K -$420K -4,169 -31%
CAW
1918
Cornerstone Advisors (Washington)
Washington
$954K -$59.7K -590 -6%
CA
1919
Cambridge Advisors
Nebraska
$954K -$22.5K -222 -2%
HFA
1920
High Falls Advisors
New York
$951K +$3.14K +31 +0.3%
AWM
1921
AllSquare Wealth Management
New York
$949K -$20.3K -200 -2%
Kayne Anderson Rudnick Investment Management
1922
Kayne Anderson Rudnick Investment Management
California
$945K +$6.38K +63 +0.7%
PWAG
1923
Polaris Wealth Advisory Group
California
$944K -$157K -1,502 -14%
FDS
1924
First Dallas Securities
Texas
$937K -$40.5K -400 -4%
DI
1925
DAGCO Inc
Ohio
$936K -$2.53K -25 -0.3%