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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 %
CSPIA
2276
Cary Street Partners Investment Advisory
Virginia
$367K +$367K +3,765 New
WA
2277
WP Advisors
California
$366K -$8.59K -88 -2%
CIA
2278
Cascade Investment Advisors
Oregon
$366K -$9.76K -100 -3%
WFWM
2279
Wechter Feldman Wealth Management
New Jersey
$364K
F
2280
F3Logic
Minnesota
$364K +$364K +3,734 New
ATFA
2281
All Terrain Financial Advisors
Minnesota
$363K +$13.8K +141 +4%
AWA
2282
AmeriServ Wealth Advisors
Pennsylvania
$362K +$65.8K +675 +22%
MA
2283
Marshwinds Advisory
Georgia
$361K +$684 +7 +0.2%
BAMG
2284
Brand Asset Management Group
Missouri
$359K -$7.51K -77 -2%
MA
2285
MONECO Advisors
Connecticut
$358K +$358K +3,663 New
GAM
2286
Gemmer Asset Management
California
$357K +$57.7K +592 +19%
HIM
2287
Hillsdale Investment Management
Ontario, Canada
$357K +$357K +3,660 New
UC
2288
Unio Capital
New Jersey
$356K -$78K -800 -18%
DBRC
2289
D.B. Root & Company
Pennsylvania
$356K -$5.76K -59 -2%
PLFAM
2290
Pineno Levin & Ford Asset Management
Virginia
$356K +$65.8K +675 +23%
TFF
2291
The Family Firm
Maryland
$354K +$1.27K +13 +0.4%
B
2292
Bellecapital
Switzerland
$353K +$72.3K +740 +26%
SWK
2293
Stephen W. Kidder
$351K -$28.3K -290 -7%
AAIM
2294
Asset Advisors Investment Management
Georgia
$350K -$426K -4,366 -55%
ACM
2295
Aljian Capital Management
Nevada
$347K +$347K +3,550 New
FG
2296
FSI Group
Ohio
$346K -$11.8K -121 -3%
FNBOH
2297
First National Bank of Hutchinson
Kansas
$346K +$35.7K +366 +11%
CRIG
2298
Charter Research & Investment Group
Connecticut
$344K
FAM
2299
Flaharty Asset Management
Florida
$344K
WRM
2300
Weybosset Research & Management
Rhode Island
$343K