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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 %
LFR
2326
Lehman Financial Resources
Pennsylvania
$211K +$211K +1,870 New
SAM
2327
SP Asset Management
California
$210K +$115 +1 +0.1%
RHFI
2328
Reilly Herbert Faulkner III
$210K +$210K +1,858 New
CIC
2329
Cutler Investment Counsel
Oregon
$210K +$210K +1,861 New
RBCM
2330
Raub Brock Capital Management
California
$209K +$209K +1,856 New
CF
2331
Corrigan Financial
Rhode Island
$208K -$38K -337 -15%
Simplex Trading
2332
Simplex Trading
Illinois
$206K -$11.3M -99,965 -98%
AC
2333
Avenir Corporation
Virginia
$206K +$206K +1,830 New
AIA
2334
Arbor Investment Advisors
North Carolina
$204K +$204K +1,807 New
SLA
2335
Silver Lake Advisory
Utah
$204K +$204K +1,809 New
HTHT
2336
Hemenway Trust Hemenway Trust
New Hampshire
$203K -$136K -1,200 -40%
BLAM
2337
Bourne Lent Asset Management
New York
$203K +$203K +1,800 New
CWM
2338
Cahaba Wealth Management
Georgia
$200K +$200K +1,766 New
CICI
2339
Capital Investment Counsel Inc
North Carolina
$200K +$200K +1,776 New
FEG
2340
Financial Enhancement Group
Indiana
$191K -$14.2K -126 -7%
NC
2341
NewSquare Capital
Pennsylvania
$187K +$2.04K +18 +1%
HCM
2342
Horrell Capital Management
Arkansas
$186K
MWM
2343
MinichMacGregor Wealth Management
New York
$181K -$10.5K -93 -5%
PCFFS
2344
Pacific Center for Financial Services
California
$180K +$33K +292 +22%
ICM
2345
IMS Capital Management
Oregon
$175K -$402K -3,557 -70%
KL
2346
KWMG LLC
Kansas
$171K
PFO
2347
Pathstone Family Office
New Jersey
$162K -$437K -3,860 -73%
AIS
2348
Accurate Investment Solutions
Pennsylvania
$162K -$21.9K -194 -12%
PCC
2349
Park Circle Company
Maryland
$147K
CC
2350
Claybrook Capital
Massachusetts
$147K