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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 %
RIS
2226
Retirement Income Solutions
Michigan
$475K -$24.8K -222 -5%
NVIM
2227
New Vernon Investment Management
Illinois
$475K
FAN
2228
Financial Advisors Network
California
$475K +$23K +213 +5%
UWPG
2229
Ullmann Wealth Partners Group
Florida
$474K -$12.6K -113 -3%
CA
2230
Corrado Advisors
New Jersey
$474K +$2.24K +20 +0.5%
QCMC
2231
Quantum Capital Management (California)
California
$474K +$22.1K +198 +5%
SWK
2232
Stephen W. Kidder
$472K +$70.1K +628 +17%
MHIC
2233
Marble Harbor Investment Counsel
Massachusetts
$470K
FCIM
2234
Fairview Capital Investment Management
California
$467K -$167K -1,500 -26%
OGC
2235
Oak Grove Capital
New Hampshire
$466K -$1.96M -17,534 -81%
SFG
2236
Sather Financial Group
Texas
$466K
BWA
2237
Burt Wealth Advisors
Maryland
$463K -$4.47K -40 -1%
AFNAS
2238
American Financial Network Advisory Services
California
$462K -$101K -928 -18%
LA
2239
LexAurum Advisors
Kansas
$460K +$85.2K +762 +23%
FHC
2240
First Heartland Consultants
Missouri
$459K -$1.68K -15 -0.4%
Edgewood Management
2241
Edgewood Management
Connecticut
$459K
ACM
2242
Alethea Capital Management
Washington
$458K
WA
2243
WP Advisors
California
$458K +$2.91K +26 +0.6%
NC
2244
Noked Capital
Israel
$458K +$458K +4,100 New
NI
2245
Noked Israel
Israel
$458K +$458K +4,100 New
AIA
2246
Arbor Investment Advisors
North Carolina
$456K +$30.2K +270 +7%
BFM
2247
Boothbay Fund Management
New York
$455K +$455K +4,070 New
CWM
2248
Centric Wealth Management
Illinois
$450K -$33.8K -302 -7%
RGIA
2249
Rainier Group Investment Advisory
Washington
$449K +$84.1K +753 +23%
PIC
2250
Portland Investment Counsel
Ontario, Canada
$447K -$8.16K -73 -2%