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JPMorgan Chase

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
2301
Barnett & Company
Tennessee
$231K +$32.2K +286 +16%
NCM
2302
New Capital Management
Texas
$230K +$75.7K +699 +49%
HPC
2303
Hobart Private Capital
North Carolina
$229K -$230K -2,036 -50%
LRIC
2304
Long Road Investment Counsel
Michigan
$229K
BHTS
2305
Bar Harbor Trust Services
Maine
$229K
EF
2306
Exeter Financial
Arizona
$229K +$229K +2,031 New
MUS
2307
Mitsubishi UFJ Securities
Japan
$228K
TCCM
2308
Timber Creek Capital Management
Massachusetts
$227K
GAM
2309
Garrison Asset Management
Arkansas
$226K
TCM
2310
Tanaka Capital Management
New York
$226K
HC
2311
Hourglass Capital
Texas
$226K
ARMC
2312
American Research & Management Company
Massachusetts
$225K
HCM
2313
Harvey Capital Management
Florida
$225K
CCM
2314
Chickasaw Capital Management
Tennessee
$223K
TWM
2315
Titus Wealth Management
California
$223K +$223K +1,978 New
BCB
2316
Brian C. Broderick
$220K
HCP
2317
Holt Capital Partners
Texas
$219K -$29.4K -260 -12%
DWA
2318
Divergent Wealth Advisors
Utah
$219K +$689 +6 +0.3%
MPM
2319
Meritage Portfolio Management
Kansas
$218K
NP
2320
NorthRock Partners
Minnesota
$217K -$2.48K -22 -1%
DPI
2321
Diversified Portfolios Inc
Michigan
$217K +$217K +1,919 New
LWA
2322
Lenox Wealth Advisors
New York
$216K -$20.9K -185 -9%
BA
2323
BCM Advisors
Louisiana
$215K +$215K +1,902 New
FWSM
2324
First Wilshire Securities Management
California
$214K +$214K +1,895 New
LRIA
2325
Leonard Rickey Investment Advisors
Washington
$214K +$214K +1,900 New