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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 %
SIA
1951
Starfire Investment Advisers
Michigan
$877K +$242K +2,390 +38%
MSS
1952
Mitchell Sinkler & Starr
Pennsylvania
$876K +$95.2K +940 +12%
NHC
1953
Nicholas Hoffman & Company
Georgia
$872K +$69.1K +683 +9%
GA
1954
Geller Advisors
New York
$871K +$2.63K +26 +0.3%
PFA
1955
Paradigm Financial Advisors
Missouri
$870K +$49.2K +486 +6%
LF
1956
Lantz Financial
Illinois
$868K +$868K +8,575 New
NWM
1957
Northwest Wealth Management
Iowa
$863K +$7.59K +75 +0.9%
CC
1958
Centiva Capital
New York
$861K +$861K +8,510 New
WCA
1959
Windsor Creek Advisors
Vermont
$860K -$1.26M -12,376 -59%
RCM
1960
Requisite Capital Management
Texas
$858K +$608 +6 +0.1%
FBFS
1961
First Business Financial Services
Wisconsin
$856K -$46.6K -460 -5%
MCWS
1962
McKinley Carter Wealth Services
West Virginia
$852K -$8.7K -86 -1%
EWM
1963
Empirical Wealth Management
Washington
$849K +$114K +1,122 +15%
SCM
1964
Shapiro Capital Management
Georgia
$848K -$830K -8,200 -49%
PP
1965
PDS Planning
Ohio
$848K -$188K -1,853 -18%
WDL
1966
Well Done LLC
Michigan
$840K -$7.39K -73 -0.9%
MA
1967
MCF Advisors
Kentucky
$840K +$405 +4 +0%
PI
1968
PFS Investments
Georgia
$840K +$840K +8,301 New
PSG
1969
Planning Solutions Group
Maryland
$836K +$202 +2 +0%
PW
1970
Price Wealth
Texas
$833K
ACM
1971
Armbruster Capital Management
New York
$825K -$94.8K -936 -10%
HBWM
1972
Hollow Brook Wealth Management
New York
$822K
CWG
1973
Cornerstone Wealth Group
North Carolina
$822K +$822K +8,121 New
JA
1974
JOYN Advisors
Georgia
$821K -$219K -2,162 -21%
BWP
1975
BSW Wealth Partners
Colorado
$818K +$24.8K +245 +3%