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JPMorgan Chase

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
TCB
2001
Texas Capital Bancshares
Texas
$732K -$44.1K -452 -6%
WA
2002
Wealth Architects
California
$732K -$1.66K -17 -0.2%
RP
2003
Riverbridge Partners
Minnesota
$727K -$306K -3,130 -30%
DAM
2004
Diamant Asset Management
Connecticut
$726K
HAIM
2005
Hunter Associates Investment Management
Pennsylvania
$725K
GWCM
2006
Godshalk Welsh Capital Management
Pennsylvania
$722K +$9.76K +100 +1%
BB
2007
Bell Bank
North Dakota
$720K +$30.6K +314 +4%
BCM
2008
Brookstone Capital Management
Illinois
$717K -$41.5K -425 -5%
GPA
2009
Garrison Point Advisors
California
$717K +$717K +7,344 New
BWM
2010
BT Wealth Management
Georgia
$715K +$715K +6,981 New
TAIM
2011
TD Ameritrade Investment Management
Nebraska
$714K +$338K +3,465 +90%
EWM
2012
Empirical Wealth Management
Washington
$710K +$85.1K +871 +14%
TA
2013
TCG Advisors
Texas
$709K +$709K +7,260 New
GSBTD
2014
Glenview State Bank Trust Department
Illinois
$708K +$63.7K +653 +10%
WAG
2015
Winthrop Advisory Group
Massachusetts
$707K +$22.7K +232 +3%
SCM
2016
Sterneck Capital Management
Missouri
$706K -$362K -3,707 -34%
SMFS
2017
Squar Milner Financial Services
California
$703K +$58.7K +601 +9%
AIA
2018
Alera Investment Advisors
Illinois
$701K +$701K +7,185 New
IIC
2019
Ironwood Investment Counsel
Arizona
$699K -$103K -1,054 -13%
CCA
2020
Clearwater Capital Advisors
Illinois
$696K +$127K +1,295 +22%
RFM
2021
Royal Fund Management
Florida
$695K -$1.7M -17,425 -71%
NS
2022
NewDay Solutions
New Hampshire
$695K +$695K +7,123 New
FA
2023
Fortis Advisors
Pennsylvania
$694K
VAG
2024
VisionPoint Advisory Group
Texas
$694K +$694K +7,114 New
BWM
2025
Baystate Wealth Management
Massachusetts
$689K -$46.7K -446 -6%