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JPMorgan Chase

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Shares
Change %
CFSG
2251
Community Financial Services Group
Vermont
$273K
WCM
2252
Wallace Capital Management
Texas
$272K
VCP
2253
Vista Capital Partners
Oregon
$272K
AIA
2254
AIMZ Investment Advisors
California
$271K -$56.4K -500 -17%
WCWM
2255
Willow Creek Wealth Management
California
$271K -$19.4K -172 -7%
IP
2256
Isthmus Partners
Wisconsin
$271K
FMP
2257
Financial Management Professionals
Texas
$269K
ED
2258
Exane Derivatives
France
$267K -$335K -2,949 -56%
HCA
2259
Heck Capital Advisors
Wisconsin
$267K -$16K -142 -6%
LIM
2260
Lathrop Investment Management
Arkansas
$266K -$19.7K -175 -7%
WAS
2261
Winch Advisory Services
Wisconsin
$265K -$244K -2,161 -48%
ADMI
2262
Albert D. Mason Inc
Massachusetts
$264K -$86.3K -765 -25%
I
2263
INVST
Indiana
$264K -$1.25K -11 -0.5%
PAM
2264
PVG Asset Management
Colorado
$264K
MSFP
2265
Mark Sheptoff Financial Planning
Connecticut
$263K +$56.5K +500 +27%
SRCM
2266
Swift Run Capital Management
Virginia
$261K
MFG
2267
Merit Financial Group
Georgia
$261K +$261K +2,688 New
GAM
2268
Gould Asset Management
California
$260K +$19.3K +171 +8%
TA
2269
Trellis Advisors
Washington
$259K -$44.7K -395 -15%
RP
2270
Reinhart Partners
Wisconsin
$257K -$414K -3,670 -62%
SAM
2271
Summit Asset Management
Tennessee
$257K
WA
2272
Winfield Associates
Ohio
$257K
MTIM
2273
Marathon Trading Investment Management
Pennsylvania
$257K +$257K +2,276 New
ACM
2274
Aviance Capital Management
Florida
$256K -$6.34M -56,207 -96%
FSA
2275
Financial Services Advisory
Maryland
$256K -$223K -1,979 -47%