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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 %
KP
2151
Keel Point
Alabama
$595K +$29K +259 +5%
W
2152
WealthStone
Ohio
$595K +$595K +5,319 New
ECAM
2153
East Coast Asset Management
Massachusetts
$594K +$15.8K +141 +3%
DW
2154
Domani Wealth
Pennsylvania
$592K
WIC
2155
Wilkins Investment Counsel
Massachusetts
$587K
AAM
2156
Ascension Asset Management
New York
$587K
CBT
2157
Central Bank & Trust
Kentucky
$586K -$11.7K -105 -2%
AW
2158
Alpha Windward
Massachusetts
$585K -$12.2K -105 -2%
KFA
2159
Kelleher Financial Advisors
New York
$585K +$585K +5,237 New
JHCP
2160
Jackson Hole Capital Partners
Oklahoma
$583K +$210K +1,875 +56%
MIC
2161
Meridian Investment Counsel
California
$582K +$2.24K +20 +0.4%
HCM
2162
Hutchinson Capital Management
California
$582K +$73.1K +654 +14%
HCM
2163
Horiko Capital Management
New York
$581K
TIM
2164
Tortoise Investment Management
New York
$581K
NFG
2165
Nadler Financial Group
Illinois
$581K +$783 +7 +0.1%
SFA
2166
Stewardship Financial Advisors
Georgia
$581K +$581K +5,194 New
DI
2167
DFPG Investments
Utah
$578K -$281K -2,483 -33%
GG
2168
GenWealth Group
New Jersey
$578K +$1.71K +15 +0.3%
NFP
2169
Narus Financial Partners
Utah
$576K +$576K +5,156 New
FPCP
2170
Fort Point Capital Partners
California
$575K -$28K -250 -5%
EWF
2171
Epstein & White Financial
California
$575K +$575K +5,218 New
CCM
2172
Cribstone Capital Management
Maine
$574K +$84.2K +754 +17%
KWA
2173
KCS Wealth Advisory
California
$572K +$4.03K +36 +0.7%
FM
2174
Family Management
New York
$566K +$23.4K +209 +4%
ACM
2175
Ategra Capital Management
Virginia
$563K -$11.2K -100 -2%