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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 %
GWS
2276
Glassman Wealth Services
Virginia
$419K +$27.5K +246 +7%
CIA
2277
Cascade Investment Advisors
Oregon
$419K
WFWM
2278
Wechter Feldman Wealth Management
New Jersey
$416K
PCMC
2279
Private Capital Management (Colorado)
Colorado
$414K +$32.1K +287 +8%
TIA
2280
Traphagen Investment Advisors
New Jersey
$409K +$224 +2 +0.1%
MFW
2281
Mosaic Family Wealth
Missouri
$408K -$18.1K -162 -4%
PLFAM
2282
Pineno Levin & Ford Asset Management
Virginia
$408K
EWA
2283
Evolution Wealth Advisors
Florida
$408K +$95.4K +853 +31%
I2I
2284
Insight 2811 Inc
Illinois
$407K +$96.7K +857 +31%
AWA
2285
AmeriServ Wealth Advisors
Pennsylvania
$406K
AAIM
2286
Asset Advisors Investment Management
Georgia
$405K +$3.58K +32 +0.9%
RI
2287
Rudd International
Florida
$402K +$86K +771 +27%
WRM
2288
Weybosset Research & Management
Rhode Island
$401K +$8.38K +75 +2%
BWM
2289
BT Wealth Management
Georgia
$399K +$27K +250 +7%
NG
2290
Northstar Group
New York
$397K +$28.6K +256 +8%
WANY
2291
Wealthspire Advisors (New York)
New York
$396K +$396K +3,541 New
CAM
2292
Concorde Asset Management
Michigan
$394K -$37K -330 -9%
CRIG
2293
Charter Research & Investment Group
Connecticut
$394K
WC
2294
Westhampton Capital
North Carolina
$394K +$394K +3,522 New
TIA
2295
Tandem Investment Advisors
South Carolina
$393K -$69.8K -624 -15%
SNBOSD
2296
Security National Bank of So Dak
Iowa
$393K
BJ
2297
Brouwer & Janachowski
California
$393K
CG
2298
Corundum Group
Colorado
$393K +$83.7K +748 +27%
NFG
2299
Nations Financial Group
Iowa
$393K +$121K +1,084 +45%
SIAS
2300
Shine Investment Advisory Services
Colorado
$392K -$11.6K -104 -3%