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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 %
BRM
1926
Boston Research & Management
Massachusetts
$989K
FFSOTS
1927
Fiduciary Financial Services of The Southwest
Texas
$987K -$41.6K -372 -4%
PA
1928
Probity Advisors
Texas
$987K -$2.57K -23 -0.3%
SC
1929
Searle & Co
Connecticut
$985K
CAAS
1930
Capital Asset Advisory Services
Michigan
$976K +$702K +6,284 +256%
GFP
1931
Gryphon Financial Partners
Ohio
$974K -$268K -2,403 -22%
PFA
1932
Paradigm Financial Advisors
Missouri
$969K +$8.39K +75 +0.9%
MCWS
1933
McKinley Carter Wealth Services
West Virginia
$969K +$27.8K +249 +3%
EWM
1934
Executive Wealth Management
Michigan
$966K +$371K +3,319 +62%
CG
1935
CFO4Life Group
Texas
$965K -$667K -5,964 -41%
NHC
1936
Nicholas Hoffman & Company
Georgia
$965K +$1.45K +13 +0.2%
DWM
1937
Destination Wealth Management
California
$960K +$216K +1,931 +29%
GIM
1938
Greylin Investment Management
Virginia
$959K -$12.9K -115 -1%
WCM
1939
WealthBridge Capital Management
Ohio
$956K -$126K -1,294 -12%
AWM
1940
AllSquare Wealth Management
New York
$953K -$95K -850 -9%
CM
1941
Columbus Macro
Pennsylvania
$953K -$19.9K -178 -2%
FFW
1942
Fusion Family Wealth
New York
$952K +$795K +7,113 +507%
PWMG
1943
Prestige Wealth Management Group
New Jersey
$950K +$157K +1,408 +20%
RCM
1944
Requisite Capital Management
Texas
$947K
LCM
1945
LVM Capital Management
Michigan
$943K +$83.9K +750 +10%
LF
1946
Lantz Financial
Illinois
$942K -$33.7K -296 -3%
PWPS
1947
Pinnacle Wealth Planning Services
Ohio
$942K +$243K +2,177 +35%
HIIFS
1948
Harel Insurance Investments & Financial Services
Israel
$937K -$24.3M -217,545 -96%
DAM
1949
Doheny Asset Management
California
$937K +$260K +2,325 +38%
PSG
1950
Planning Solutions Group
Maryland
$935K +$10.6K +95 +1%