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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 %
ARMC
2276
American Research & Management Company
Massachusetts
$392K +$185K +1,827 +89%
TF
2277
Trek Financial
Arizona
$390K
ACM
2278
AUA Capital Management
Pennsylvania
$388K
MFW
2279
Mosaic Family Wealth
Missouri
$385K -$10.1K -100 -3%
CCM
2280
Carlson Capital Management
Minnesota
$385K +$82.4K +814 +27%
AIA
2281
Arbor Investment Advisors
North Carolina
$385K +$385K +3,807 New
CA
2282
Crewe Advisors
Utah
$383K -$28.4K -281 -7%
EBSAM
2283
Eubel Brady & Suttman Asset Management
Ohio
$383K -$6.48K -64 -2%
ATFA
2284
All Terrain Financial Advisors
Minnesota
$383K +$6.18K +61 +2%
SAM
2285
Seelaus Asset Management
New Jersey
$382K -$15.2K -150 -4%
BAM
2286
Blueshift Asset Management
New Jersey
$381K -$1.05M -10,345 -73%
CANY
2287
Caxton Associates (New York)
New York
$380K -$147K -1,453 -28%
CIA
2288
Cascade Investment Advisors
Oregon
$379K
WFWM
2289
Wechter Feldman Wealth Management
New Jersey
$377K
GIA
2290
Gladstone Institutional Advisory
Florida
$372K -$142K -1,400 -28%
DWA
2291
Dougherty Wealth Advisers
Minnesota
$372K -$66.8K -660 -15%
PLFAM
2292
Pineno Levin & Ford Asset Management
Virginia
$370K
TIA
2293
Traphagen Investment Advisors
New Jersey
$370K +$370K +3,654 New
UC
2294
Unio Capital
New Jersey
$369K
AWA
2295
AmeriServ Wealth Advisors
Pennsylvania
$368K -$7.59K -75 -2%
SIAS
2296
Shine Investment Advisory Services
Colorado
$366K +$35.6K +351 +11%
SWK
2297
Stephen W. Kidder
$364K
AAIM
2298
Asset Advisors Investment Management
Georgia
$363K
FSC
2299
Full Sail Capital
Oklahoma
$358K -$94.6K -934 -21%
DBRC
2300
D.B. Root & Company
Pennsylvania
$357K -$11.5K -114 -3%