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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 %
CRIG
2301
Charter Research & Investment Group
Connecticut
$357K
SNBOSD
2302
Security National Bank of So Dak
Iowa
$356K -$98.5K -974 -22%
WRM
2303
Weybosset Research & Management
Rhode Island
$356K
BJ
2304
Brouwer & Janachowski
California
$356K +$19.3K +191 +6%
GWS
2305
Glassman Wealth Services
Virginia
$355K +$88.2K +871 +33%
CWSR
2306
Chessman Wealth Strategies RIA
Texas
$354K -$28K -277 -7%
SCA
2307
Strategic Capital Advisers
Colorado
$353K +$86.2K +852 +32%
FG
2308
FSI Group
Ohio
$352K -$6.78K -67 -2%
LPWM
2309
Lake Point Wealth Management
Texas
$351K -$247K -2,207 -41%
NIC
2310
Northwest Investment Counselors
Oregon
$351K
BWM
2311
BT Wealth Management
Georgia
$349K -$359K -3,538 -51%
ACM
2312
Aljian Capital Management
Nevada
$349K -$10.1K -100 -3%
DE
2313
Day & Ennis
Georgia
$348K -$5.67K -56 -2%
MTCM
2314
Mint Tower Capital Management
Netherlands
$348K +$348K +3,440 New
PCMC
2315
Private Capital Management (Colorado)
Colorado
$346K +$5.57K +55 +2%
AL
2316
Arnhold LLC
New York
$345K
ACP
2317
Aveo Capital Partners
Colorado
$345K +$50.9K +503 +17%
HHAM
2318
HITE Hedge Asset Management
Massachusetts
$343K
TI
2319
Truepoint Inc
Ohio
$342K -$138K -1,363 -29%
SA
2320
SRH Advisors
Kansas
$340K +$203K +2,000 +147%
FWCM
2321
First Western Capital Management
California
$339K -$175K -1,728 -34%
LA
2322
LexAurum Advisors
Kansas
$339K +$97.7K +966 +40%
SFS
2323
Summit Financial Strategies
Ohio
$338K +$101 +1 +0%
JHCP
2324
Jackson Hole Capital Partners
Oklahoma
$338K +$5.06K +50 +2%
IRC
2325
Investors Research Corp
Georgia
$337K