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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 %
CWM
2076
Cordatus Wealth Management
Pennsylvania
$710K +$25.3K +226 +4%
ADBIC
2077
A.D. Beadell Investment Counsel
Wisconsin
$707K -$50.3K -450 -7%
MKC
2078
M. Kraus & Co
Vermont
$705K +$63.6K +569 +10%
B
2079
Bellecapital
Switzerland
$702K -$24.6K -220 -3%
PL
2080
Plancorp LLC
Missouri
$700K -$33.7K -302 -5%
SIM
2081
Sonora Investment Management
Arizona
$700K +$90.3K +808 +15%
OAM
2082
Occidental Asset Management
California
$700K +$405K +3,622 +137%
NS
2083
NewDay Solutions
New Hampshire
$698K +$698K +6,142 New
TP
2084
Tranquility Partners
Tennessee
$695K +$695K +6,215 New
CCC
2085
Chelsea Counsel Company
California
$692K
BCM
2086
Brown Capital Management
Maryland
$687K -$2.46K -22 -0.4%
CFS
2087
CRA Financial Services
New Jersey
$687K +$12K +107 +2%
TVAMP
2088
Tennessee Valley Asset Management Partners
Tennessee
$687K +$45.3K +405 +7%
BCA
2089
Berman Capital Advisors
Georgia
$683K +$99.5K +891 +17%
CW
2090
CreativeOne Wealth
Kansas
$682K +$225K +2,017 +49%
SA
2091
Shilanski & Associates
Alaska
$681K +$681K +6,090 New
WA
2092
Waverly Advisors
Alabama
$680K +$110K +983 +19%
TI
2093
Truehand Inc
New Hampshire
$679K -$3.47K -31 -0.5%
RHDIC
2094
R.H. Dinel Investment Counsel
California
$679K
BST
2095
Bath Savings Trust
Maine
$678K +$37K +331 +6%
RL
2096
Ruffer LLP
United Kingdom
$677K -$62.4K -558 -8%
GIM
2097
Groesbeck Investment Management
New Jersey
$676K -$120K -1,074 -15%
GIA
2098
Gladstone Institutional Advisory
Florida
$676K +$265K +2,372 +65%
HHGA
2099
Halbert Hargrove Global Advisors
California
$673K -$13K -116 -2%
SBA
2100
Secrest Blakey & Associates
North Carolina
$672K +$25.4K +227 +4%