JPM icon

JPMorgan Chase

2,603 hedge funds and large institutions have $270B invested in JPMorgan Chase in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 1,120 increasing their positions, 1,116 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,603
Holders Change
-27
Holders Change %
-1.03%
% of All Funds
57.17%
Holding in Top 10
663
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+9.59%
% of All Funds
14.56%
New
89
Increased
1,120
Reduced
1,116
Closed
95
Calls
$3.4B
Puts
$5.15B
Net Calls
-$1.75B
Net Calls Change
-$630M
Name Holding Trade Value Shares
Change
Shares
Change %
FAN
2226
Financial Advisors Network
California
$488K -$29.1K -247 -6%
BWA
2227
Burt Wealth Advisors
Maryland
$488K
BRA
2228
Bender Robert & Associates
California
$487K
QCMC
2229
Quantum Capital Management (California)
California
$486K -$13.2K -112 -3%
MWP
2230
Moller Wealth Partners
$485K -$74.9K -636 -13%
WA
2231
WP Advisors
California
$485K +$3.41K +29 +0.7%
ACM
2232
Alethea Capital Management
Washington
$483K
Edgewood Management
2233
Edgewood Management
Connecticut
$483K
FHC
2234
First Heartland Consultants
Missouri
$482K -$1.88K -16 -0.4%
SWRP
2235
Summit Wealth & Retirement Planning
California
$481K -$1.52M -12,907 -76%
RGIA
2236
Rainier Group Investment Advisory
Washington
$480K +$6.83K +58 +1%
PWS
2237
Paragon Wealth Strategies
Florida
$476K +$27.1K +230 +6%
CWM
2238
Centric Wealth Management
Illinois
$474K +$18.3K +162 +4%
WAAG
2239
Wealth Alliance Advisory Group
Kansas
$472K +$33.4K +288 +8%
GA
2240
Geller Advisors
New York
$469K -$617K -5,243 -57%
SCM
2241
Stonehearth Capital Management
Massachusetts
$467K
SAM
2242
Seelaus Asset Management
New Jersey
$467K +$23.3K +198 +5%
UWPG
2243
Ullmann Wealth Partners Group
Florida
$465K -$34.3K -292 -7%
WA1
2244
Wimmer Associates 1
California
$463K +$7.06K +60 +2%
CCM
2245
Cribstone Capital Management
Maine
$460K -$144K -1,227 -24%
AIS
2246
American Investment Services
Massachusetts
$460K
DSAM
2247
Dock Street Asset Management
Florida
$459K
PCC
2248
Park Circle Company
Maryland
$459K +$306K +2,600 +200%
FIA
2249
Foundations Investment Advisors
Arizona
$458K +$104K +931 +30%
TSS
2250
Thomas Story & Son
Indiana
$457K