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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 %
SAM
2051
Smithbridge Asset Management
Pennsylvania
$744K +$61.5K +550 +9%
MCM
2052
MV Capital Management
Maryland
$740K +$54.3K +486 +8%
FRA
2053
Front Row Advisors
California
$734K +$179K +1,600 +32%
KA
2054
Klingman & Associates
New York
$731K -$265K -2,366 -27%
RW
2055
REDW Wealth
New Mexico
$731K +$335 +3 +0%
CAM
2056
ClariVest Asset Management
California
$730K -$153K -1,366 -17%
RHAM
2057
Round Hill Asset Management
California
$730K -$4.8K -43 -0.7%
AWS
2058
AJ Wealth Strategies
New York
$727K -$268K -2,396 -27%
NCM
2059
Northside Capital Management
Oregon
$727K
RFM
2060
Royal Fund Management
Florida
$723K +$31.5K +282 +5%
AIM
2061
Arcadia Investment Management
Michigan
$722K
TFF
2062
The Family Firm
Maryland
$722K +$229K +2,049 +46%
PCP
2063
Proficio Capital Partners
Massachusetts
$719K +$46.2K +413 +7%
CIM
2064
Confluence Investment Management
Missouri
$718K -$99.6K -890 -12%
COI
2065
Capital One Investing
Virginia
$717K +$369K +3,298 +106%
LFG
2066
LifePlan Financial Group
Ohio
$715K
VCM
2067
Vision Capital Management
Oregon
$715K
HWMG
2068
Hurlow Wealth Management Group
Indiana
$715K
JF
2069
JSF Financial
California
$715K +$32.2K +288 +5%
TC
2070
Truvestments Capital
Florida
$715K +$68.8K +616 +11%
FWM
2071
Fairhaven Wealth Management
Illinois
$715K +$118K +1,055 +20%
B
2072
Brightworth
Georgia
$714K -$160K -1,434 -18%
WMC
2073
Westwood Management Corporation
Illinois
$711K
VC
2074
Vicus Capital
Pennsylvania
$711K +$24.9K +223 +4%
TCPWM
2075
Traverso Chambers Private Wealth Management
California
$710K -$20.5K -180 -3%