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JPMorgan Chase

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
2251
Berman Capital Advisors
Georgia
$402K -$371K -3,814 -48%
EIA
2252
Edgemoor Investment Advisors
Maryland
$400K
ACM
2253
Alethea Capital Management
Washington
$400K
NAMP
2254
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$398K +$48.8K +500 +14%
CA
2255
Crewe Advisors
Utah
$397K +$14.7K +150 +4%
XS
2256
XR Securities
Illinois
$394K +$394K +4,036 New
BO
2257
Bach Option
Hong Kong
$391K +$391K +4,005 New
MIP
2258
Marietta Investment Partners
Wisconsin
$390K -$103K -1,055 -21%
AIS
2259
American Investment Services
Massachusetts
$389K -$32.6K -334 -8%
FM
2260
Family Management
New York
$388K -$82.9K -850 -18%
QCMC
2261
Quantum Capital Management (California)
California
$386K +$72.8K +746 +23%
DSAM
2262
Dock Street Asset Management
Florida
$385K
SAM
2263
Seelaus Asset Management
New Jersey
$383K
MFW
2264
Mosaic Family Wealth
Missouri
$381K
RCA
2265
Rowland Carmichael Advisors
Arizona
$380K +$380K +3,893 New
FVWA
2266
Foster Victor Wealth Advisors
South Carolina
$379K +$379K +3,887 New
CAM
2267
Claret Asset Management
Quebec, Canada
$378K -$22.4K -229 -6%
UWPG
2268
Ullmann Wealth Partners Group
Florida
$378K +$54.5K +558 +17%
TF
2269
Trek Financial
Arizona
$376K +$376K +3,853 New
EBSAM
2270
Eubel Brady & Suttman Asset Management
Ohio
$375K +$22.5K +231 +6%
ACM
2271
AUA Capital Management
Pennsylvania
$373K
CW
2272
CreativeOne Wealth
Kansas
$373K +$373K +3,818 New
PHAM
2273
Palisades Hudson Asset Management
Florida
$370K
CIAS
2274
Capital Investment Advisory Services
North Carolina
$369K -$4.88K -50 -1%
CWSR
2275
Chessman Wealth Strategies RIA
Texas
$369K