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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 %
SP
2176
Successful Portfolios
Florida
$563K -$3.13K -28 -0.6%
JLBC
2177
J.L. Bainbridge & Co
Florida
$561K -$83.5K -747 -13%
KCP
2178
Kenmare Capital Partners
New York
$559K
KTA
2179
Keeley-Teton Advisors
Illinois
$558K
AWE
2180
Avidian Wealth Enterprises
Texas
$557K +$894 +8 +0.2%
FWP
2181
FAS Wealth Partners
Kansas
$557K +$88.4K +791 +19%
OFW
2182
Omnia Family Wealth
Florida
$555K -$1.57K -14 -0.3%
CF
2183
Copperwynd Financial
Arizona
$554K +$12.4K +111 +2%
BFG
2184
Bouchey Financial Group
New York
$545K
PFA
2185
Pathway Financial Advisors
Vermont
$542K +$14.4K +129 +3%
FC
2186
Financial Consulate
Maryland
$541K -$14.2K -127 -3%
RWA
2187
RGT Wealth Advisors
Texas
$541K +$541K +4,838 New
FIG
2188
FundX Investment Group
California
$539K
OAM
2189
Oberweis Asset Management
Illinois
$538K +$447 +4 +0.1%
EA
2190
Emerald Advisers
Pennsylvania
$537K +$537K +4,799 New
MWM
2191
Modera Wealth Management
New Jersey
$534K +$13.6K +122 +3%
MWP
2192
Moller Wealth Partners
$532K -$36.7K -328 -6%
EA
2193
Elm Advisors
California
$527K +$42.5K +380 +9%
SDAM
2194
Shulman DeMeo Asset Management
New York
$526K +$16.8K +150 +3%
WFI
2195
West Family Investments
California
$525K -$1.12K -10 -0.2%
WDA
2196
Wendell David Associates
New Hampshire
$524K -$31.2K -279 -6%
AIM
2197
Advantage Investment Management
Iowa
$522K -$84.9K -759 -14%
BAM
2198
Bruderman Asset Management
New York
$521K -$171K -1,532 -25%
CAL
2199
Capital Advisors Ltd
Ohio
$521K +$153K +1,369 +42%
TRAM
2200
Tuscan Ridge Asset Management
Illinois
$520K +$16.2K +145 +3%