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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 %
SM
2251
Sciencast Management
New Jersey
$420K -$704K -6,700 -63%
MIP
2252
Marietta Investment Partners
Wisconsin
$420K +$15.2K +150 +4%
TIA
2253
Tandem Investment Advisors
South Carolina
$419K -$152K -1,496 -27%
WA1
2254
Wimmer Associates 1
California
$418K -$5.07K -50 -1%
FHC
2255
First Heartland Consultants
Missouri
$418K +$113K +1,113 +37%
GA
2256
Greytown Advisors
Florida
$416K -$519K -5,132 -56%
CAM
2257
Claret Asset Management
Quebec, Canada
$416K +$24.3K +240 +6%
BA
2258
Broadview Advisors
Wisconsin
$415K -$233K -2,300 -36%
Edgewood Management
2259
Edgewood Management
Connecticut
$415K -$196K -1,935 -32%
ACM
2260
Alethea Capital Management
Washington
$415K
CW
2261
CreativeOne Wealth
Kansas
$414K +$27.3K +270 +7%
BAMG
2262
Brand Asset Management Group
Missouri
$414K +$41.5K +410 +11%
PIC
2263
Portland Investment Counsel
Ontario, Canada
$412K -$20.2K -200 -5%
QCMC
2264
Quantum Capital Management (California)
California
$409K +$9.1K +90 +2%
CIAS
2265
Capital Investment Advisory Services
North Carolina
$408K +$25.2K +249 +7%
LCM
2266
Laurion Capital Management
New York
$403K -$694K -6,868 -63%
AIM
2267
Allen Investment Management
New York
$403K -$36.7K -363 -8%
BO
2268
Bach Option
Hong Kong
$401K -$4.66K -46 -1%
WAAG
2269
Wealth Alliance Advisory Group
Kansas
$400K -$239K -2,113 -37%
DSAM
2270
Dock Street Asset Management
Florida
$399K
AC
2271
Avestar Capital
New York
$396K -$29.3K -309 -7%
MPW
2272
MA Private Wealth
California
$395K -$47.8K -472 -11%
AIS
2273
American Investment Services
Massachusetts
$395K -$8.2K -81 -2%
FVWA
2274
Foster Victor Wealth Advisors
South Carolina
$394K +$708 +7 +0.2%
CAM
2275
Concorde Asset Management
Michigan
$392K -$64.9K -636 -14%