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JPMorgan Chase

2,431 hedge funds and large institutions have $256B invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 1,051 increasing their positions, 1,013 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
-10
Holders Change %
-0.41%
% of All Funds
55.73%
Holding in Top 10
623
Holding in Top 10 Change
-71
Holding in Top 10 Change %
-10.23%
% of All Funds
14.28%
New
90
Increased
1,051
Reduced
1,013
Closed
77
Calls
$2.17B
Puts
$3.43B
Net Calls
-$1.26B
Net Calls Change
-$1.15B
Name Holding Trade Value Shares
Change
Shares
Change %
BC
2326
Barnett & Company
Tennessee
$184K
NC
2327
NewSquare Capital
Pennsylvania
$182K -$18.5K -166 -9%
TC
2328
TradeLink Capital
Illinois
$179K +$179K +6,900 New
MWM
2329
MinichMacGregor Wealth Management
New York
$178K -$7.04K -67 -4%
TFO
2330
Tarbox Family Office
California
$176K -$66K -634 -27%
HCM
2331
Horrell Capital Management
Arkansas
$172K
AIS
2332
Accurate Investment Solutions
Pennsylvania
$169K +$6.33K +61 +4%
FGAM
2333
Financial Gravity Asset Management
Texas
$167K +$6.78K +59 +4%
KL
2334
KWMG LLC
Kansas
$158K +$158K +1,512 New
SAS
2335
Stelac Advisory Services
New York
$154K
NCM
2336
New Capital Management
Texas
$148K +$727 +7 +0.5%
EIP
2337
Epoch Investment Partners
New York
$147K +$8.66K +83,118 +6%
HFM
2338
Harvest Fund Management
China
$137K
PCFFS
2339
Pacific Center for Financial Services
California
$136K
PCC
2340
Park Circle Company
Maryland
$135K
CC
2341
Claybrook Capital
Massachusetts
$135K
LWM
2342
Lenox Wealth Management
Ohio
$130K -$313 -3 -0.2%
BA
2343
Ballew Advisors
Mississippi
$126K +$64.3K +619 +104%
QI
2344
QV Investors
Alberta, Canada
$125K -$17.6K -170 -12%
QCIG
2345
Quad-Cities Investment Group
Iowa
$124K +$124K +1,180 New
PCIA
2346
Prime Capital Investment Advisors
Kansas
$123K +$105K +1,003 +580%
KBFS
2347
Kohmann Bosshard Financial Services
Ohio
$120K +$9.07K +87 +8%
TCM
2348
TD Capital Management
Tennessee
$117K
LYV
2349
Live Your Vision
Pennsylvania
$113K +$32.1K +301 +40%
OHS
2350
Odey Holdings (Switzerland)
Switzerland
$109K