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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 %
PW
1951
Price Wealth
Texas
$932K +$12.3K +110 +1%
WDL
1952
Well Done LLC
Michigan
$931K +$3.8K +34 +0.4%
LA
1953
Legacy Advisors
Pennsylvania
$930K -$861K -7,699 -48%
WC
1954
Whitnell & Co
Illinois
$930K -$63.4K -567 -6%
OTPPB
1955
Ontario Teachers' Pension Plan Board
Ontario, Canada
$928K +$928K +8,299 New
FBFS
1956
First Business Financial Services
Wisconsin
$926K -$19.1K -171 -2%
PCM
1957
Pointe Capital Management
Michigan
$926K +$335K +3,000 +57%
PCM
1958
Penserra Capital Management
California
$920K -$344K -3,084 -27%
GA
1959
Greytown Advisors
Florida
$917K +$458K +4,094 +100%
DCM
1960
Dimension Capital Management
Florida
$912K -$118K -1,055 -11%
ZF
1961
Zhang Financial
Michigan
$912K +$912K +8,153 New
BCM
1962
Breiter Capital Management
Florida
$909K +$154K +1,375 +20%
HBWM
1963
Hollow Brook Wealth Management
New York
$907K
AF
1964
Allworth Financial
California
$907K +$12.1K +108 +1%
MPM
1965
Meritage Portfolio Management
Kansas
$904K +$904K +8,087 New
DACG
1966
Donor Advised Charitable Giving
California
$903K +$226K +2,025 +33%
SC
1967
Slow Capital
California
$902K -$1.14M -10,211 -56%
EWM
1968
Empirical Wealth Management
Washington
$901K -$36.7K -328 -4%
CA
1969
Cambridge Advisors
Nebraska
$899K -$156K -1,392 -15%
IIM
1970
Ironwood Investment Management
Massachusetts
$896K +$61.5K +550 +7%
CCFM
1971
Clear Creek Financial Management
Washington
$896K +$896K +8,015 New
RWM
1972
Ritholtz Wealth Management
New York
$895K +$11.1K +99 +1%
F
1973
F3Logic
Minnesota
$889K +$175K +1,571 +25%
NWM
1974
Northwest Wealth Management
Iowa
$888K -$65.6K -587 -7%
WAG
1975
Winthrop Advisory Group
Massachusetts
$884K +$41.4K +370 +5%