JPM icon

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 %
IWP
2201
Icon Wealth Partners
Texas
$519K +$42.8K +383 +9%
MF
2202
Magnetar Financial
Illinois
$517K -$671K -6,000 -56%
MFP
2203
Meridian Financial Partners
Virginia
$514K +$1.48K +13 +0.3%
NIM
2204
NuWave Investment Management
New Jersey
$511K -$136K -1,216 -21%
SFM
2205
Signet Financial Management
New Jersey
$511K -$14.5K -125 -3%
MWVC
2206
Morgens Waterfall Vintiadis & Co
New York
$511K
LI
2207
LVZ Inc
Michigan
$510K +$16.9K +151 +3%
EIA
2208
Edgemoor Investment Advisors
Maryland
$508K
SQA
2209
Simon Quick Advisors
New Jersey
$508K +$25K +224 +5%
HPIA
2210
Hamilton Point Investment Advisors
North Carolina
$505K -$81.7K -730 -14%
SIM
2211
Sterling Investment Management
Arizona
$505K
CAM
2212
Claret Asset Management
Quebec, Canada
$503K +$43.1K +385 +9%
VA
2213
Valmark Advisers
Ohio
$497K -$80.2K -717 -14%
CA
2214
Continuum Advisory
Idaho
$495K +$18.3K +161 +4%
WA
2215
Wambolt & Associates
Colorado
$495K +$144K +1,284 +41%
MFGP
2216
Marshall Financial Group (Pennsylvania)
Pennsylvania
$490K
GC
2217
Gilbert & Cook
Iowa
$490K +$12.8K +115 +3%
EIA
2218
Eldridge Investment Advisors
New Hampshire
$489K
PPW
2219
Pasadena Private Wealth
California
$486K +$224 +2 +0%
DWA
2220
Dougherty Wealth Advisers
Minnesota
$485K +$73.9K +660 +18%
FA
2221
Forefront Analytics
Pennsylvania
$484K +$2.35K +21 +0.5%
BRA
2222
Bender Robert & Associates
California
$480K -$4.64K -40 -1%
FCFS
2223
First Command Financial Services
Texas
$480K
FCB
2224
First Command Bank
Texas
$480K
RSVP
2225
Ramsay Stattman Vela & Price
Colorado
$479K -$447 -4 -0.1%