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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 %
AIMCA
2026
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$739K -$40.1M -395,800 -98%
PIA
2027
Pinion Investment Advisors
Kansas
$734K +$26.5K +262 +4%
FWM
2028
Focused Wealth Management
New York
$733K +$162K +1,604 +28%
GSBTD
2029
Glenview State Bank Trust Department
Illinois
$730K -$5.06K -50 -0.7%
MCIA
2030
Mountain Capital Investment Advisors
Colorado
$728K +$162K +1,599 +29%
HWMG
2031
Hurlow Wealth Management Group
Indiana
$724K
BWCS
2032
Beirne Wealth Consulting Services
Connecticut
$721K +$32K +316 +5%
CWM
2033
Connecticut Wealth Management
Connecticut
$721K +$49.8K +492 +7%
GIM
2034
Groesbeck Investment Management
New Jersey
$721K +$66.8K +659 +10%
STMM
2035
South Texas Money Management
Texas
$720K +$38.9K +384 +6%
PWMG
2036
Prestige Wealth Management Group
New Jersey
$717K -$416K -4,108 -37%
FA
2037
Fortis Advisors
Pennsylvania
$713K -$7.6K -75 -1%
PFS
2038
Physicians Financial Services
North Carolina
$712K +$65.9K +651 +10%
BB
2039
Bell Bank
North Dakota
$711K -$35.9K -355 -5%
SCP
2040
Sandhill Capital Partners
New York
$710K +$73.7K +728 +12%
AF
2041
Affiance Financial
Minnesota
$706K
CHA
2042
Carmichael Hill & Associates
Maryland
$703K +$15.7K +155 +2%
MFBTD
2043
MB Financial Bank - Trust Department
Illinois
$698K -$470K -4,640 -40%
SFI
2044
SPC Financial Inc
Maryland
$695K +$25.3K +250 +4%
BIA
2045
Bigelow Investment Advisors
Maine
$692K -$358K -3,540 -34%
MM
2046
Midas Management
New York
$688K
KIC
2047
Keating Investment Counselors
Florida
$687K
ADBIC
2048
A.D. Beadell Investment Counsel
Wisconsin
$686K
CVM
2049
Cheviot Value Management
California
$686K +$36.9K +365 +6%
QPWM
2050
Quadrant Private Wealth Management
Pennsylvania
$685K -$17.8K -176 -3%