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JPMorgan Chase

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
2201
Aevitas Wealth Management
Massachusetts
$336K +$23K +204 +7%
PFA
2202
Pure Financial Advisors
California
$336K +$336K +2,978 New
NIC
2203
Northwest Investment Counselors
Oregon
$335K
POIA
2204
Pin Oak Investment Advisors
Texas
$330K -$3.16K -28 -0.9%
TIM
2205
Total Investment Management
Arizona
$330K +$226 +2 +0.1%
CMTU
2206
Capital Markets Trading (UK)
United Kingdom
$329K -$417K -3,692 -56%
AFA
2207
Arlington Financial Advisors
California
$327K
FBFS
2208
First Business Financial Services
Wisconsin
$325K
PCTC
2209
Perkins Coie Trust Company
Washington
$324K -$4.51K -40 -1%
B
2210
Bellecapital
Switzerland
$324K
ZIG
2211
Zuckerman Investment Group
Illinois
$324K +$19.7K +175 +6%
UCI
2212
Uncommon Cents Investing
Wisconsin
$323K
VNB
2213
Virginia National Bank
Virginia
$323K +$323K +2,859 New
SVCP
2214
Silicon Valley Capital Partners
California
$322K
VSWA
2215
Vontobel Swiss Wealth Advisors
Switzerland
$320K -$46.2K -410 -13%
CFN
2216
Cordasco Financial Network
Florida
$320K
NCM
2217
Northstar Capital Management
New York
$318K
ACP
2218
Aveo Capital Partners
Colorado
$316K -$104K -978 -25%
VCWA
2219
Vanguard Capital Wealth Advisors
Colorado
$316K +$33.7K +300 +12%
CWM
2220
Cranbrook Wealth Management
Michigan
$315K
DLHL
2221
Donald L. Hagan LLC
Florida
$315K
VBFG
2222
Vishria Bird Financial Group
Tennessee
$314K
BW
2223
Biegel & Waller
Maryland
$312K +$29.4K +261 +10%
NPPM
2224
North Point Portfolio Managers
Ohio
$310K -$9.93K -88 -3%
MMHP
2225
Murphy Middleton Hinkle & Parker
Georgia
$309K