JPM icon

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 %
HI
2151
Harrington Investments
California
$539K -$30.4K -300 -5%
DW
2152
Domani Wealth
Pennsylvania
$536K
ATPW
2153
Ashton Thomas Private Wealth
Arizona
$535K +$535K +5,289 New
PCM
2154
Pointe Capital Management
Michigan
$535K
NEIRG
2155
New England Investment & Retirement Group
Massachusetts
$533K +$26.5K +262 +5%
AAM
2156
Ascension Asset Management
New York
$532K
WIC
2157
Wilkins Investment Counsel
Massachusetts
$531K -$131K -1,300 -20%
HPIA
2158
Hamilton Point Investment Advisors
North Carolina
$531K +$67.4K +666 +15%
MIM
2159
Moseley Investment Management
Florida
$531K +$531K +5,243 New
CYG
2160
Clean Yield Group
Vermont
$530K +$20.2K +200 +4%
GG
2161
GenWealth Group
New Jersey
$530K +$26.1K +250 +5%
CCM
2162
Consolidated Capital Management
California
$528K
BCA
2163
Berman Capital Advisors
Georgia
$528K +$111K +1,096 +27%
TIM
2164
Tortoise Investment Management
New York
$526K -$24.4K -241 -4%
FBT
2165
First Bank & Trust
South Dakota
$526K -$13.6K -134 -3%
HCM
2166
Horiko Capital Management
New York
$526K +$526K +5,200 New
NFG
2167
Nadler Financial Group
Illinois
$525K -$7.59K -75 -1%
MIC
2168
Meridian Investment Counsel
California
$525K
ECAM
2169
East Coast Asset Management
Massachusetts
$524K -$44K -435 -8%
QSS
2170
Quantitative Systematic Strategies
Florida
$524K +$524K +5,176 New
AW
2171
Alpha Windward
Massachusetts
$522K -$9.82K -97 -2%
VA
2172
Valmark Advisers
Ohio
$522K -$3.74K -37 -0.7%
SFM
2173
Signet Financial Management
New Jersey
$522K +$578 +5 +0.1%
XSC
2174
X-Square Capital
Puerto Rico
$521K +$2.23K +22 +0.4%
GPWA
2175
Great Point Wealth Advisors
Massachusetts
$520K