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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 %
FIG
2201
FundX Investment Group
California
$488K
OAM
2202
Oberweis Asset Management
Illinois
$487K +$506 +5 +0.1%
PFA
2203
Pathway Financial Advisors
Vermont
$478K
WFI
2204
West Family Investments
California
$477K
IC
2205
Inscription Capital
Texas
$473K +$37.1K +366 +9%
MWM
2206
Modera Wealth Management
New Jersey
$471K -$57.6K -570 -11%
RPG
2207
Resource Planning Group
Georgia
$470K +$101 +1 +0%
FAM
2208
Flaharty Asset Management
Florida
$467K +$110K +1,085 +31%
MWVC
2209
Morgens Waterfall Vintiadis & Co
New York
$463K
HCM
2210
Hutchinson Capital Management
California
$461K
SDAM
2211
Shulman DeMeo Asset Management
New York
$461K +$28.4K +281 +7%
EIA
2212
Edgemoor Investment Advisors
Maryland
$460K +$45.5K +449 +11%
SIM
2213
Sterling Investment Management
Arizona
$457K
TRAM
2214
Tuscan Ridge Asset Management
Illinois
$456K +$456K +4,505 New
MA
2215
MONECO Advisors
Connecticut
$455K +$84.1K +831 +23%
RIS
2216
Retirement Income Solutions
Michigan
$452K
TCM
2217
Tuttle Capital Management
Connecticut
$450K -$3.64M -35,922 -89%
LI
2218
LVZ Inc
Michigan
$446K +$101 +1 +0%
TFF
2219
The Family Firm
Maryland
$446K +$78.8K +779 +21%
TAM
2220
Taylor Asset Management
Ontario, Canada
$445K +$445K +4,400 New
DA
2221
Denali Advisors
California
$445K +$445K +4,400 New
CCM
2222
Cribstone Capital Management
Maine
$444K -$5.97K -59 -1%
MFGP
2223
Marshall Financial Group (Pennsylvania)
Pennsylvania
$444K
FAN
2224
Financial Advisors Network
California
$443K -$180K -1,703 -29%
EIA
2225
Eldridge Investment Advisors
New Hampshire
$442K +$101K +1,001 +30%