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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 %
LTI
2026
Laffer Tengler Investments
Tennessee
$777K -$6.61M -59,092 -89%
CHA
2027
Carmichael Hill & Associates
Maryland
$776K +$224 +2 +0%
PWAG
2028
Polaris Wealth Advisory Group
California
$773K -$252K -2,221 -25%
AIC
2029
Ameritas Investment Company
Nebraska
$772K -$805K -7,200 -51%
BB
2030
Bell Bank
North Dakota
$767K -$18.7K -167 -2%
QPWM
2031
Quadrant Private Wealth Management
Pennsylvania
$765K +$9.06K +81 +1%
AIA
2032
Alera Investment Advisors
Illinois
$765K +$54.7K +489 +8%
Balyasny Asset Management
2033
Balyasny Asset Management
Illinois
$764K -$51.2M -457,963 -99%
BIA
2034
Bigelow Investment Advisors
Maine
$763K -$1.12K -10 -0.1%
BCA
2035
Bay Colony Advisors
Massachusetts
$763K +$18.1K +162 +2%
MAM
2036
Mastrapasqua Asset Management
Tennessee
$761K -$58.7K -525 -7%
MM
2037
Midas Management
New York
$760K
IF
2038
IRON Financial
Illinois
$760K +$5.97K +59 +0.8%
SFG
2039
StrategIQ Financial Group
Indiana
$760K +$87.8K +786 +13%
KIC
2040
Keating Investment Counselors
Florida
$758K
FNBSF
2041
First National Bank Sioux Falls
South Dakota
$756K -$94K -840 -11%
BI
2042
Ballast Inc
Kentucky
$756K +$2.46K +22 +0.3%
NED
2043
Nancy E. Dempze
$754K
PCAP
2044
Pratt Collard Advisory Partners
New York
$754K +$4.14K +37 +0.6%
BWM
2045
Baystate Wealth Management
Massachusetts
$753K -$39.7K -349 -5%
NEIRG
2046
New England Investment & Retirement Group
Massachusetts
$748K +$160K +1,433 +27%
OBGC
2047
O'Brien Greene & Co
Pennsylvania
$747K
HWA
2048
Heritage Wealth Advisors
Virginia
$747K +$142K +1,267 +23%
CC
2049
Cedar Capital
Illinois
$746K +$91.4K +818 +14%
MJRIC
2050
Mogy Joel R Investment Counsel
California
$745K