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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 %
LFG
2076
LifePlan Financial Group
Ohio
$647K -$6.98K -69 -1%
VCM
2077
Vision Capital Management
Oregon
$647K
WMC
2078
Westwood Management Corporation
Illinois
$644K
AIA
2079
Alera Investment Advisors
Illinois
$643K -$84.2K -832 -12%
CCA
2080
Clearwater Capital Advisors
Illinois
$643K -$77.9K -770 -11%
RRAM
2081
River Road Asset Management
Kentucky
$639K +$639K +6,310 New
PWPS
2082
Pinnacle Wealth Planning Services
Ohio
$633K -$135K -1,330 -18%
CCC
2083
Chelsea Counsel Company
California
$627K
BAM
2084
Bruderman Asset Management
New York
$627K +$5.78K +57 +0.9%
RFM
2085
Royal Fund Management
Florida
$626K -$94.2K -931 -13%
SWP
2086
Strategic Wealth Partners
Ohio
$626K +$116K +1,111 +23%
BCM
2087
Brown Capital Management
Maryland
$624K +$20.6K +204 +3%
HHGA
2088
Halbert Hargrove Global Advisors
California
$622K -$6.89K -68 -1%
MCM
2089
MV Capital Management
Maryland
$621K +$28.5K +281 +5%
VC
2090
Vicus Capital
Pennsylvania
$621K +$32.4K +320 +6%
CWM
2091
Cordatus Wealth Management
Pennsylvania
$620K +$103K +1,014 +20%
JF
2092
JSF Financial
California
$619K
TI
2093
Truehand Inc
New Hampshire
$618K
SAM
2094
Smithbridge Asset Management
Pennsylvania
$618K +$101K +1,000 +20%
EGM
2095
Engineers Gate Manager
New York
$616K +$616K +6,085 New
RHDIC
2096
R.H. Dinel Investment Counsel
California
$615K
DAM
2097
Doheny Asset Management
California
$613K +$50.6K +500 +9%
DACG
2098
Donor Advised Charitable Giving
California
$612K -$202K -2,000 -25%
CFS
2099
CRA Financial Services
New Jersey
$611K +$10.6K +105 +2%
SCM
2100
Stonehearth Capital Management
Massachusetts
$610K +$610K +6,027 New