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JPMorgan Chase

2,603 hedge funds and large institutions have $270B invested in JPMorgan Chase in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 1,120 increasing their positions, 1,116 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,603
Holders Change
-27
Holders Change %
-1.03%
% of All Funds
57.17%
Holding in Top 10
663
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+9.59%
% of All Funds
14.56%
New
89
Increased
1,120
Reduced
1,116
Closed
95
Calls
$3.4B
Puts
$5.15B
Net Calls
-$1.75B
Net Calls Change
-$630M
Name Holding Trade Value Shares
Change
Shares
Change %
LA
2051
Legacy Advisors
Pennsylvania
$764K -$214K -1,821 -22%
TFF
2052
The Family Firm
Maryland
$761K +$1.29K +11 +0.2%
PL
2053
Plancorp LLC
Missouri
$760K +$22.8K +194 +3%
WA
2054
Wheatland Advisors
Pennsylvania
$758K -$311K -2,640 -29%
LIA
2055
LBMC Investment Advisors
Tennessee
$758K -$88.3K -750 -10%
BWM
2056
Baystate Wealth Management
Massachusetts
$754K -$25.6K -218 -3%
COI
2057
Capital One Investing
Virginia
$754K
IWA
2058
Intercontinental Wealth Advisors
Texas
$754K +$77.2K +656 +11%
CMI
2059
Clare Market Investments
Texas
$754K +$73.7K +626 +11%
RB
2060
Rodgers Brothers
Pennsylvania
$753K -$469K -3,981 -38%
VCM
2061
Vision Capital Management
Oregon
$753K
FWM
2062
Fairhaven Wealth Management
Illinois
$753K
JF
2063
JSF Financial
California
$753K
PWAG
2064
Polaris Wealth Advisory Group
California
$751K -$19.4K -171 -3%
WMC
2065
Westwood Management Corporation
Illinois
$749K
VC
2066
Vicus Capital
Pennsylvania
$748K -$118 -1 -0%
TC
2067
Truvestments Capital
Florida
$746K -$7.42K -63 -1%
BCM
2068
Brown Capital Management
Maryland
$744K +$20.4K +173 +3%
LFG
2069
LifePlan Financial Group
Ohio
$740K -$13.2K -112 -2%
MIM
2070
Moseley Investment Management
Florida
$737K +$65.7K +558 +10%
SC
2071
Sepio Capital
Utah
$732K +$732K +6,217 New
NWS
2072
Newport Wealth Strategies
California
$731K -$88.1K -749 -11%
TP
2073
Tranquility Partners
Tennessee
$731K
BIA
2074
BHK Investment Advisors
Alabama
$730K +$26.4K +224 +4%
HWMG
2075
Hurlow Wealth Management Group
Indiana
$726K