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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 %
NERM
1976
New England Research & Management
Illinois
$816K +$10.1K +100 +1%
EAM
1977
Evanson Asset Management
California
$814K +$34.8K +344 +4%
AF
1978
Allworth Financial
California
$811K +$119K +1,178 +17%
EF
1979
Empirical Finance
Pennsylvania
$810K +$185K +1,825 +30%
VF
1980
Vilas Fund
Illinois
$810K +$810K +8,000 New
QI
1981
Qtron Investments
Massachusetts
$809K -$245K -2,419 -23%
PWAC
1982
Private Wealth Advisors (California)
California
$809K -$24K -237 -3%
DI
1983
DFPG Investments
Utah
$801K -$32.2K -305 -4%
CAM
1984
ClariVest Asset Management
California
$800K -$184K -1,813 -19%
RWM
1985
Ritholtz Wealth Management
New York
$800K -$142K -1,407 -15%
HAIM
1986
Hunter Associates Investment Management
Pennsylvania
$799K +$47.2K +466 +6%
ED
1987
Exane Derivatives
France
$798K +$661K +6,535 +484%
HR
1988
Hardy Reed
Mississippi
$797K +$96.6K +954 +14%
GWCM
1989
Godshalk Welsh Capital Management
Pennsylvania
$795K +$45.6K +450 +6%
B
1990
Brightworth
Georgia
$792K -$8.51K -84 -1%
LB
1991
Legacy Bridge
Iowa
$792K +$22.3K +220 +3%
BWM
1992
Baystate Wealth Management
Massachusetts
$792K +$44.2K +389 +6%
SCM
1993
Sterneck Capital Management
Missouri
$790K +$58.2K +575 +8%
RTS
1994
Round Table Services
New Jersey
$786K -$79.1K -781 -9%
PWM
1995
Paulson Wealth Management
Illinois
$782K +$29.9K +295 +4%
SSG
1996
Summit Securities Group
New York
$779K -$7.97M -78,800 -91%
CC
1997
Colrain Capital
Massachusetts
$779K -$20.2K -200 -3%
HFS
1998
Howard Financial Services
Texas
$778K -$42.8K -423 -5%
BS
1999
Bessemer Securities
New York
$778K
LCM
2000
LVM Capital Management
Michigan
$778K