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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 %
FWM
2001
Focused Wealth Management
New York
$838K +$28.4K +254 +4%
PFS
2002
Physicians Financial Services
North Carolina
$838K +$52K +465 +7%
AMCA
2003
Arthur M. Cohen & Associates
Illinois
$835K +$5.59K +50 +0.7%
NERM
2004
New England Research & Management
Illinois
$834K -$67.1K -600 -7%
SP
2005
SWS Partners
Ohio
$834K +$834K +7,274 New
RP
2006
Riverbridge Partners
Minnesota
$832K
RTS
2007
Round Table Services
New Jersey
$828K -$40.4K -361 -5%
CCA
2008
Catalyst Capital Advisors
New York
$827K +$827K +7,400 New
SCM
2009
SKBA Capital Management
California
$825K
DAM
2010
Diamant Asset Management
Connecticut
$824K
GSBTD
2011
Glenview State Bank Trust Department
Illinois
$822K +$16.2K +145 +2%
DMC
2012
Drexel Morgan & Co
Pennsylvania
$822K +$106K +950 +15%
CFG
2013
Cooper Financial Group
California
$821K -$29.6K -265 -3%
CVM
2014
Cheviot Value Management
California
$812K +$54.1K +484 +7%
LC
2015
Lindbrook Capital
California
$811K +$62.7K +561 +8%
PWAC
2016
Private Wealth Advisors (California)
California
$809K
LIA
2017
LBMC Investment Advisors
Tennessee
$804K +$63.4K +567 +9%
PIMG
2018
Patriot Investment Management Group
Tennessee
$795K +$56.1K +502 +8%
ETI
2019
Enterprise Trust & Investment
California
$795K +$795K +7,110 New
NWS
2020
Newport Wealth Strategies
California
$794K -$20.6K -181 -3%
FA
2021
Fortis Advisors
Pennsylvania
$787K
TF
2022
TLWM Financial
Texas
$784K -$42.6K -383 -5%
PCIA
2023
Prime Capital Investment Advisors
Kansas
$783K -$2.91M -26,062 -79%
AF
2024
Affiance Financial
Minnesota
$780K
CAM
2025
Cozad Asset Management
Illinois
$779K +$24K +215 +3%