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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 %
ACM
2176
Ategra Capital Management
Virginia
$520K +$520K +5,136 New
NFG
2177
Next Financial Group
Texas
$519K -$721K -7,119 -58%
NFH
2178
NEXT Financial Holdings
Texas
$519K +$519K +5,122 New
ACA
2179
Atlas Capital Advisors
Wyoming
$517K -$126K -1,242 -20%
WA
2180
Waverly Advisors
Alabama
$516K +$51.4K +508 +11%
MC
2181
Miles Capital
Iowa
$516K +$58.3K +576 +13%
MFP
2182
Meridian Financial Partners
Virginia
$516K +$238K +2,083 +86%
MWP
2183
Moller Wealth Partners
$515K -$779K -7,692 -60%
AFNAS
2184
American Financial Network Advisory Services
California
$515K -$79.2K -796 -13%
KWA
2185
KCS Wealth Advisory
California
$514K -$50.2K -496 -9%
SP
2186
Successful Portfolios
Florida
$513K +$12.9K +127 +3%
KP
2187
Keel Point
Alabama
$512K -$14.4K -142 -3%
TRIM
2188
Thompson Rubinstein Investment Management
Oregon
$507K
SAM
2189
SignalPoint Asset Management
Missouri
$507K +$12.8K +127 +3%
KCP
2190
Kenmare Capital Partners
New York
$506K
KTA
2191
Keeley-Teton Advisors
Illinois
$505K
AWE
2192
Avidian Wealth Enterprises
Texas
$504K +$911 +9 +0.2%
OFW
2193
Omnia Family Wealth
Florida
$504K +$1.42K +14 +0.3%
BIA
2194
BHK Investment Advisors
Alabama
$504K +$64.3K +635 +15%
FC
2195
Financial Consulate
Maryland
$503K -$22.7K -224 -4%
FRA
2196
Front Row Advisors
California
$502K -$1.72K -17 -0.3%
WDA
2197
Wendell David Associates
New Hampshire
$502K +$2.93K +29 +0.6%
BFG
2198
Bouchey Financial Group
New York
$493K
FM
2199
Family Management
New York
$491K +$88.5K +875 +22%
CF
2200
Copperwynd Financial
Arizona
$490K -$103K -1,019 -17%