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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 %
SPI
2226
Santori & Peters Inc
Pennsylvania
$441K -$106K -1,045 -19%
UWPG
2227
Ullmann Wealth Partners Group
Florida
$441K +$49.6K +490 +13%
PPW
2228
Pasadena Private Wealth
California
$440K +$440K +4,343 New
PEA
2229
Pacific Edge Advisors
California
$439K -$17.4K -172 -4%
CA
2230
Continuum Advisory
Idaho
$439K -$14.1K -135 -3%
EA
2231
Elm Advisors
California
$438K -$13.6K -134 -3%
CWM
2232
Centric Wealth Management
Illinois
$438K +$16.9K +167 +4%
SQA
2233
Simon Quick Advisors
New Jersey
$437K +$11.8K +117 +3%
FA
2234
Forefront Analytics
Pennsylvania
$437K +$132K +1,303 +43%
FNBOH
2235
First National Bank of Hutchinson
Kansas
$436K +$62.5K +594 +17%
FCFS
2236
First Command Financial Services
Texas
$435K +$84.2K +831 +24%
FCB
2237
First Command Bank
Texas
$435K +$84.2K +831 +24%
RSVP
2238
Ramsay Stattman Vela & Price
Colorado
$434K
IWP
2239
Icon Wealth Partners
Texas
$432K -$98.2K -969 -19%
GC
2240
Gilbert & Cook
Iowa
$432K +$3.74K +37 +0.9%
NVIM
2241
New Vernon Investment Management
Illinois
$431K
ICM
2242
IMS Capital Management
Oregon
$431K +$10.5K +104 +3%
AP
2243
Arlington Partners
Alabama
$429K +$338K +3,341 +373%
CA
2244
Corrado Advisors
New Jersey
$427K +$2.13K +21 +0.5%
MHIC
2245
Marble Harbor Investment Counsel
Massachusetts
$426K +$122K +1,200 +40%
FWP
2246
FAS Wealth Partners
Kansas
$424K -$172K -1,700 -29%
BWA
2247
Burt Wealth Advisors
Maryland
$424K +$4.05K +40 +1%
BRA
2248
Bender Robert & Associates
California
$423K -$3.04K -30 -0.7%
SFG
2249
Sather Financial Group
Texas
$422K
WCM
2250
Weatherstone Capital Management
Colorado
$421K -$804K -7,949 -66%