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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 %
AIM
2251
Allen Investment Management
New York
$445K
SCM
2252
Stonehearth Capital Management
Massachusetts
$444K -$230K -2,056 -34%
CAM
2253
CenterStar Asset Management
Illinois
$443K
FVWA
2254
Foster Victor Wealth Advisors
South Carolina
$440K +$677 +6 +0.2%
AC
2255
Avestar Capital
New York
$438K -$6.18K -58 -1%
AIS
2256
American Investment Services
Massachusetts
$437K
MPW
2257
MA Private Wealth
California
$437K +$1.34K +12 +0.3%
DSAM
2258
Dock Street Asset Management
Florida
$436K -$4.8K -43 -1%
TSS
2259
Thomas Story & Son
Indiana
$434K +$134K +1,200 +45%
WA1
2260
Wimmer Associates 1
California
$433K -$27.9K -250 -6%
ARMC
2261
American Research & Management Company
Massachusetts
$433K
TF
2262
Trek Financial
Arizona
$432K +$1.23K +11 +0.3%
WAS
2263
Winch Advisory Services
Wisconsin
$432K +$62.5K +559 +17%
CA
2264
Crewe Advisors
Utah
$431K +$7.83K +70 +2%
BAM
2265
Blueshift Asset Management
New Jersey
$431K +$9.73K +87 +2%
WAAG
2266
Wealth Alliance Advisory Group
Kansas
$430K +$27.7K +243 +7%
ACM
2267
AUA Capital Management
Pennsylvania
$428K
PWS
2268
Paragon Wealth Strategies
Florida
$427K +$427K +3,816 New
DA
2269
Denali Advisors
California
$425K -$67.1K -600 -14%
HCM
2270
Hutner Capital Management
Vermont
$425K +$425K +3,799 New
MA
2271
MONECO Advisors
Connecticut
$424K -$78.2K -700 -16%
EBSAM
2272
Eubel Brady & Suttman Asset Management
Ohio
$423K
SAM
2273
Seelaus Asset Management
New Jersey
$422K
BAMG
2274
Brand Asset Management Group
Missouri
$420K -$36.8K -329 -8%
VAM
2275
Verity Asset Management
North Carolina
$420K +$420K +3,753 New