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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 %
ARMC
2251
American Research & Management Company
Massachusetts
$456K
EBSAM
2252
Eubel Brady & Suttman Asset Management
Ohio
$454K +$9.52K +81 +2%
PWSG
2253
Pacific Wealth Strategies Group
California
$453K +$239K +2,027 +111%
BAMG
2254
Brand Asset Management Group
Missouri
$451K +$8.13K +69 +2%
ACM
2255
AUA Capital Management
Pennsylvania
$450K
MS
2256
Mizuho Securities
Japan
$447K +$235K +2,000 +111%
BJ
2257
Brouwer & Janachowski
California
$443K +$29.4K +250 +7%
PLFAM
2258
Pineno Levin & Ford Asset Management
Virginia
$441K +$11.3K +96 +3%
CRIG
2259
Charter Research & Investment Group
Connecticut
$439K +$23.9K +203 +6%
WFWM
2260
Wechter Feldman Wealth Management
New Jersey
$438K
IRC
2261
Investors Research Corp
Georgia
$438K +$46.1K +392 +12%
TIA
2262
Traphagen Investment Advisors
New Jersey
$436K +$5.3K +45 +1%
BWM
2263
BT Wealth Management
Georgia
$435K
PCMC
2264
Private Capital Management (Colorado)
Colorado
$433K -$2.71K -23 -0.6%
AWA
2265
AmeriServ Wealth Advisors
Pennsylvania
$433K +$5.87K +50 +1%
DWA
2266
Dougherty Wealth Advisers
Minnesota
$432K -$77.6K -660 -15%
VCP
2267
Vista Capital Partners
Oregon
$432K +$169K +1,431 +64%
CA
2268
Crewe Advisors
Utah
$431K -$22.6K -192 -5%
GWS
2269
Glassman Wealth Services
Virginia
$430K -$11.5K -98 -3%
MPW
2270
MA Private Wealth
California
$427K -$32.7K -278 -7%
HIS
2271
Harvest Investment Services
Illinois
$427K +$59.1K +512 +16%
SWK
2272
Stephen W. Kidder
$424K -$74K -628 -15%
WRM
2273
Weybosset Research & Management
Rhode Island
$423K
TF
2274
Trek Financial
Arizona
$421K -$33.8K -287 -7%
CCM
2275
Carlson Capital Management
Minnesota
$421K +$20.5K +174 +5%