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JPMorgan Chase

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
PGA
2126
Portland Global Advisors
Maine
$551K -$90.2K -924 -14%
MFW
2127
Meristem Family Wealth
Minnesota
$551K -$87.4K -895 -14%
WAAG
2128
Wealth Alliance Advisory Group
Kansas
$551K +$105K +1,080 +24%
FWM
2129
Focused Wealth Management
New York
$550K +$21.6K +221 +4%
TIA
2130
Tandem Investment Advisors
South Carolina
$550K +$178K +1,825 +48%
HI
2131
Harrington Investments
California
$549K -$83.5K -855 -13%
MCA
2132
Morris Capital Advisors
Pennsylvania
$549K -$19.2K -197 -3%
ECAM
2133
East Coast Asset Management
Massachusetts
$548K
SF
2134
Summit Financial
New Jersey
$548K +$548K +5,613 New
MCIA
2135
Mountain Capital Investment Advisors
Colorado
$546K +$22.4K +230 +4%
WIA
2136
World Investment Advisors
California
$546K +$546K +5,322 New
PCMC
2137
Paragon Capital Management (Colorado)
Colorado
$545K -$251K -2,575 -32%
FLII
2138
First Long Island Investors
New York
$544K -$6.74M -69,086 -93%
KWA
2139
KCS Wealth Advisory
California
$544K -$98.7K -1,011 -15%
SIM
2140
Sonora Investment Management
Arizona
$544K +$121K +1,237 +28%
IWS
2141
Insight Wealth Strategies
California
$544K +$544K +5,572 New
REMPR
2142
Roof Eidam Maycock Peralta (REMP)
California
$543K +$4.88K +50 +0.9%
DAM
2143
Doheny Asset Management
California
$542K -$56.5K -579 -9%
RG
2144
Rikoon Group
New Mexico
$534K -$12.2K -125 -2%
TIM
2145
Tortoise Investment Management
New York
$531K -$48.8K -500 -8%
VF
2146
Virtu Financial
New York
$527K -$19.1K -196 -4%
SPI
2147
Santori & Peters Inc
Pennsylvania
$527K +$103K +1,058 +24%
HCM
2148
Hilton Capital Management
New York
$524K -$16.5M -169,077 -97%
WA
2149
WealthTrust Axiom
Pennsylvania
$522K
LPWM
2150
Lake Point Wealth Management
Texas
$522K +$522K +5,343 New