JPM icon

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 %
PAWC
2101
P.A.W. Capital
Connecticut
$671K
BIA
2102
BHK Investment Advisors
Alabama
$668K +$112K +1,002 +20%
HH
2103
HWG Holdings
Texas
$665K +$665K +5,949 New
P
2104
&Partners
Tennessee
$661K -$61.3K -548 -8%
SBWM
2105
Sunflower Bank Wealth Management
Arizona
$661K
FAM
2106
Formidable Asset Management
Ohio
$659K +$659K +5,724 New
ONST
2107
Old North State Trust
North Carolina
$656K +$3.69K +33 +0.6%
BHA
2108
Beech Hill Advisors
New York
$655K
SWP
2109
Strategic Wealth Partners
Ohio
$652K -$20.6K -184 -3%
ATPW
2110
Ashton Thomas Private Wealth
Arizona
$651K +$59.3K +530 +10%
TFCP
2111
Twin Focus Capital Partners
Massachusetts
$649K +$649K +5,803 New
MLIC
2112
Mandatum Life Insurance Company
Finland
$648K
MAM
2113
Morse Asset Management
Connecticut
$646K +$9.61K +86 +2%
CMI
2114
Clare Market Investments
Texas
$646K -$566K -5,059 -47%
DA
2115
Doliver Advisors
Texas
$644K -$13.9K -124 -2%
IWA
2116
Intercontinental Wealth Advisors
Texas
$643K +$1.12K +10 +0.2%
PGA
2117
Portland Global Advisors
Maine
$641K +$7.71K +69 +1%
JWA
2118
JFS Wealth Advisors
Pennsylvania
$639K
MIM
2119
Moseley Investment Management
Florida
$638K +$51.6K +461 +9%
ICM
2120
IMS Capital Management
Oregon
$638K +$162K +1,452 +34%
IR
2121
IAT Reinsurance
New York
$632K
RPG
2122
Resource Planning Group
Georgia
$631K +$112K +1,000 +22%
PIA
2123
Pinion Investment Advisors
Kansas
$628K -$183K -1,635 -23%
SF
2124
Summit Financial
New Jersey
$628K
MCA
2125
Morris Capital Advisors
Pennsylvania
$627K