JPM icon

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 %
BWP
1901
BSW Wealth Partners
Colorado
$1.06M +$153K +1,366 +17%
BFPW
1902
BOK Financial Private Wealth
Colorado
$1.06M -$133K -1,190 -11%
TCM
1903
Tributary Capital Management
Nebraska
$1.05M -$151K -1,350 -13%
XS
1904
XR Securities
Illinois
$1.05M +$1.05M +9,395 New
CAW
1905
Cornerstone Advisors (Washington)
Washington
$1.05M -$6.93K -62 -0.7%
PV
1906
Private Vista
Illinois
$1.05M +$18.5K +165 +2%
Kayne Anderson Rudnick Investment Management
1907
Kayne Anderson Rudnick Investment Management
California
$1.04M
5L
1908
55I LLC
Massachusetts
$1.04M +$1.04M +9,322 New
AP
1909
Atwood & Palmer
Missouri
$1.04M -$200K -1,793 -16%
MWPCG
1910
Measured Wealth Private Client Group
New Hampshire
$1.04M -$61.5K -555 -6%
FDS
1911
First Dallas Securities
Texas
$1.04M
GA
1912
Geller Advisors
New York
$1.03M +$70.4K +630 +7%
PP
1913
PDS Planning
Ohio
$1.02M +$85.2K +762 +9%
MS
1914
Maven Securities
Jersey
$1.02M +$1.02M +9,096 New
WA
1915
Wheatland Advisors
Pennsylvania
$1.02M
HJMC
1916
Hellman Jordan Management Company
Massachusetts
$1.01M -$313K -2,800 -24%
TCM
1917
Teza Capital Management
Illinois
$1.01M -$1.36M -12,145 -57%
MSS
1918
Mitchell Sinkler & Starr
Pennsylvania
$1.01M +$42.5K +380 +4%
SMFS
1919
Squar Milner Financial Services
California
$1M +$168K +1,504 +20%
IC
1920
Inscription Capital
Texas
$1M +$489K +4,468 +96%
AA
1921
Alesco Advisors
New York
$998K
DHFB
1922
Dixon Hubard Feinour & Brown
Virginia
$997K +$5.59K +50 +0.6%
SRC
1923
Sage Rhino Capital
California
$993K +$20.6K +184 +2%
SIA
1924
Starfire Investment Advisers
Michigan
$991K +$23.2K +208 +2%
OSAM
1925
O'Shaughnessy Asset Management
Connecticut
$989K -$2.05M -18,361 -67%