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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 %
BCP
2001
Berkeley Capital Partners
Georgia
$777K -$184K -1,816 -19%
PCM
2002
Perritt Capital Management
Illinois
$775K -$1.42K -14 -0.2%
WAG
2003
Winthrop Advisory Group
Massachusetts
$772K +$30.7K +300 +4%
CFG
2004
Cooper Financial Group
California
$770K -$82.4K -814 -10%
FNBSF
2005
First National Bank Sioux Falls
South Dakota
$769K
RCA
2006
Rowland Carmichael Advisors
Arizona
$767K +$373K +3,685 +95%
WA
2007
Wealth Architects
California
$763K +$3.85K +38 +0.5%
RFA
2008
Reilly Financial Advisors
California
$759K -$28.1K -277 -4%
TCB
2009
Texas Capital Bancshares
Texas
$759K
GPA
2010
Garrison Point Advisors
California
$759K +$15.2K +150 +2%
GI
2011
Glovista Investments
New Jersey
$759K +$759K +7,500 New
IIM
2012
Ironwood Investment Management
Massachusetts
$756K +$81K +800 +12%
IF
2013
IRON Financial
Illinois
$755K +$57.2K +565 +8%
RP
2014
Riverbridge Partners
Minnesota
$754K
SMFS
2015
Squar Milner Financial Services
California
$753K +$25K +247 +3%
NWS
2016
Newport Wealth Strategies
California
$753K +$304K +2,881 +68%
AMCA
2017
Arthur M. Cohen & Associates
Illinois
$751K
GEM
2018
Global Endowment Management
North Carolina
$749K +$749K +7,400 New
SCM
2019
SKBA Capital Management
California
$747K -$111K -1,100 -13%
TF
2020
TLWM Financial
Texas
$747K -$35.8K -356 -5%
DAM
2021
Diamant Asset Management
Connecticut
$746K -$7.6K -75 -1%
MWM
2022
MorganRosel Wealth Management
Colorado
$744K +$135K +1,332 +22%
BCM
2023
Breiter Capital Management
Florida
$743K -$283K -2,578 -28%
MAM
2024
Mastrapasqua Asset Management
Tennessee
$742K +$104K +1,027 +16%
CIM
2025
Confluence Investment Management
Missouri
$740K -$95.4K -942 -11%