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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 %
PCP
2176
Proficio Capital Partners
Massachusetts
$498K +$76.7K +786 +18%
SIM
2177
Sadoff Investment Management
Wisconsin
$496K +$19.5K +200 +4%
FWCM
2178
First Western Capital Management
California
$495K -$246K -2,520 -33%
SWP
2179
Strategic Wealth Partners
Ohio
$495K +$32K +316 +7%
GIA
2180
Gladstone Institutional Advisory
Florida
$495K +$495K +5,072 New
AFS
2181
Access Financial Services
Minnesota
$493K +$493K +5,053 New
CYG
2182
Clean Yield Group
Vermont
$492K +$61K +625 +14%
TRIM
2183
Thompson Rubinstein Investment Management
Oregon
$489K -$122K -1,246 -20%
KCP
2184
Kenmare Capital Partners
New York
$488K -$2.43M -24,922 -83%
HCC
2185
Hirtle Callaghan & Co
Pennsylvania
$488K
NEIRG
2186
New England Investment & Retirement Group
Massachusetts
$488K +$488K +5,000 New
KTA
2187
Keeley-Teton Advisors
Illinois
$487K +$487K +4,993 New
FRA
2188
Front Row Advisors
California
$486K +$50.4K +516 +12%
OFW
2189
Omnia Family Wealth
Florida
$485K
AWE
2190
Avidian Wealth Enterprises
Texas
$485K +$103K +1,057 +27%
WDA
2191
Wendell David Associates
New Hampshire
$482K -$39K -399 -7%
SP
2192
Successful Portfolios
Florida
$482K -$2.15K -22 -0.4%
SAM
2193
SignalPoint Asset Management
Missouri
$477K +$2.73K +28 +0.6%
BFG
2194
Bouchey Financial Group
New York
$476K +$171K +1,750 +56%
HI
2195
Horizon Investments
North Carolina
$473K +$259K +2,654 +121%
FIG
2196
FundX Investment Group
California
$470K
GG
2197
GenWealth Group
New Jersey
$470K
OAM
2198
Oberweis Asset Management
Illinois
$469K -$6.25K -64 -1%
LC
2199
Landaas & Company
Wisconsin
$468K +$488 +5 +0.1%
SAM
2200
Symphony Asset Management
California
$468K +$468K +4,796 New