JPM icon

JPMorgan Chase

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
2326
Cambiar Investors
Colorado
$315K -$55.2K -565 -15%
JC
2327
Jentner Corp
Ohio
$314K
AFA
2328
Arlington Financial Advisors
California
$309K +$22.8K +234 +8%
CNB
2329
Camden National Bank
Maine
$309K +$66.6K +682 +28%
OAM
2330
Oxford Asset Management
United Kingdom
$309K +$309K +3,165 New
WI
2331
Wedgewood Investors
Pennsylvania
$307K -$4.88K -50 -2%
TIM
2332
Total Investment Management
Arizona
$305K +$625 +6 +0.2%
S
2333
Surevest
California
$305K +$305K +3,122 New
DCM
2334
Driehaus Capital Management
Illinois
$302K -$3.71K -38 -1%
EP
2335
Elkhorn Partners
Nebraska
$302K +$9.74K +100 +3%
VSWA
2336
Vontobel Swiss Wealth Advisors
Switzerland
$302K +$24.8K +254 +9%
POIA
2337
Pin Oak Investment Advisors
Texas
$299K +$13.4K +137 +5%
MSR
2338
Main Street Research
Connecticut
$297K -$16.5M -169,013 -98%
AOWM
2339
Alpha Omega Wealth Management
Virginia
$295K -$29.3K -300 -9%
RGIA
2340
Rainier Group Investment Advisory
Washington
$295K +$30K +307 +11%
HIM
2341
Hotaling Investment Management
Pennsylvania
$295K +$295K +3,020 New
FHC
2342
First Heartland Consultants
Missouri
$294K -$28K -287 -9%
FA
2343
Forefront Analytics
Pennsylvania
$294K -$1.37K -14 -0.5%
MHIC
2344
Marble Harbor Investment Counsel
Massachusetts
$293K -$8.77K -90 -3%
CCA
2345
Catalyst Capital Advisors
New York
$293K
GCC
2346
Game Creek Capital
Massachusetts
$293K
DMC
2347
Drexel Morgan & Co
Pennsylvania
$293K
EPA
2348
Element Pointe Advisors
Florida
$293K +$293K +3,001 New
CCM
2349
Carlson Capital Management
Minnesota
$292K -$85.2K -872 -23%
OKSA
2350
O'Keefe Stevens Advisory
New York
$292K