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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 %
TI
2201
Truepoint Inc
Ohio
$463K -$305K -3,126 -40%
PFA
2202
Pathway Financial Advisors
Vermont
$461K
WG
2203
Winton Group
United Kingdom
$460K -$413K -4,224 -47%
WFI
2204
West Family Investments
California
$460K
ACM
2205
AlphaCrest Capital Management
New York
$457K +$457K +4,683 New
RPG
2206
Resource Planning Group
Georgia
$453K
WA
2207
Waverly Advisors
Alabama
$448K -$914K -9,372 -67%
MWVC
2208
Morgens Waterfall Vintiadis & Co
New York
$447K -$684K -7,000 -60%
HPIA
2209
Hamilton Point Investment Advisors
North Carolina
$447K +$32.8K +336 +8%
DWA
2210
Dougherty Wealth Advisers
Minnesota
$444K +$444K +4,334 New
HCM
2211
Hutchinson Capital Management
California
$444K +$444K +4,550 New
GCM
2212
Gator Capital Management
Florida
$443K +$443K +4,540 New
APSI
2213
Asset Planning Services Inc
Louisiana
$442K
SFM
2214
Signet Financial Management
New Jersey
$441K -$57.3K -587 -12%
MC
2215
Miles Capital
Iowa
$441K -$47.6K -488 -10%
SIM
2216
Sterling Investment Management
Arizona
$441K
PEA
2217
Pacific Edge Advisors
California
$440K -$24.9K -255 -5%
SNBOSD
2218
Security National Bank of So Dak
Iowa
$439K -$6.25K -64 -1%
CAM
2219
Concorde Asset Management
Michigan
$437K -$180K -1,842 -29%
RIS
2220
Retirement Income Solutions
Michigan
$436K -$3.51K -36 -0.8%
EA
2221
Elm Advisors
California
$436K
FSC
2222
Full Sail Capital
Oklahoma
$436K +$436K +4,468 New
CCM
2223
Cribstone Capital Management
Maine
$434K -$14K -143 -3%
LI
2224
LVZ Inc
Michigan
$430K +$195 +2 +0%
NWS
2225
Newport Wealth Strategies
California
$429K -$202K -2,009 -32%