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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 %
HAIM
1976
Hunter Associates Investment Management
Pennsylvania
$883K
SSG
1977
Summit Securities Group
New York
$883K +$22.4K +200 +3%
RCA
1978
Rowland Carmichael Advisors
Arizona
$882K +$35.1K +314 +4%
SCM
1979
Sterneck Capital Management
Missouri
$878K +$5.7K +51 +0.7%
PWM
1980
Paulson Wealth Management
Illinois
$877K -$21.6K -186 -2%
EF
1981
Empirical Finance
Pennsylvania
$877K -$17.5K -157 -2%
WA
1982
Wealth Architects
California
$877K +$34.2K +306 +4%
CBA
1983
Coastal Bridge Advisors
Connecticut
$875K -$112K -1,002 -11%
LB
1984
Legacy Bridge
Iowa
$875K
HR
1985
Hardy Reed
Mississippi
$873K -$7.05K -63 -0.8%
HFS
1986
Howard Financial Services
Texas
$873K +$13.5K +121 +2%
ACM
1987
Armbruster Capital Management
New York
$872K -$38.9K -348 -4%
TCB
1988
Texas Capital Bancshares
Texas
$868K +$29.2K +261 +3%
SCP
1989
Sandhill Capital Partners
New York
$867K +$82.3K +736 +10%
GCM
1990
Gladius Capital Management
Illinois
$866K -$2.15M -18,910 -71%
GWCM
1991
Godshalk Welsh Capital Management
Pennsylvania
$866K -$11.2K -100 -1%
GPA
1992
Garrison Point Advisors
California
$863K +$25.2K +225 +3%
SP
1993
Symmetry Partners
Connecticut
$862K -$556K -4,975 -39%
EAM
1994
Evanson Asset Management
California
$861K -$38.5K -344 -4%
CC
1995
Colrain Capital
Massachusetts
$861K
BS
1996
Bessemer Securities
New York
$859K
IIC
1997
Ironwood Investment Counsel
Arizona
$857K +$108K +965 +14%
PCM
1998
Perritt Capital Management
Illinois
$856K
RFA
1999
Reilly Financial Advisors
California
$856K +$17.8K +159 +2%
MCIA
2000
Mountain Capital Investment Advisors
Colorado
$840K +$53.2K +487 +7%