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JPMorgan Chase

2,630 hedge funds and large institutions have $261B invested in JPMorgan Chase in 2019 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,173 increasing their positions, 1,039 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
+36
Holders Change %
+1.39%
% of All Funds
57.21%
Holding in Top 10
605
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+14.37%
% of All Funds
13.16%
New
135
Increased
1,173
Reduced
1,039
Closed
71
Calls
$2.84B
Puts
$3.96B
Net Calls
-$1.12B
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Shares
Change %
HIS
2326
Harvest Investment Services
Illinois
$362K +$2.72K +24 +0.8%
OWA
2327
Outlook Wealth Advisors
Texas
$361K +$13.7K +123 +4%
CP
2328
Camelot Portfolios
Ohio
$360K +$22.5K +201 +7%
TCOO
2329
Trust Company of Oklahoma
Oklahoma
$355K
FIA
2330
Foundations Investment Advisors
Arizona
$355K +$23.1K +205 +7%
WFPG
2331
Waller Financial Planning Group
Ohio
$355K +$355K +3,111 New
WI
2332
Wedgewood Investors
Pennsylvania
$354K
HFA
2333
Huber Financial Advisors
Illinois
$353K +$224 +2 +0.1%
LPWM
2334
Lake Point Wealth Management
Texas
$351K
SFS
2335
Summit Financial Strategies
Ohio
$350K -$23.6K -211 -6%
OFS
2336
OneAscent Financial Services
Alabama
$349K +$349K +3,125 New
JC
2337
Jentner Corp
Ohio
$347K -$12.5K -112 -3%
PEA
2338
Pacific Edge Advisors
California
$346K -$139K -1,244 -29%
UC
2339
Unio Capital
New Jersey
$346K -$68.1K -600 -16%
BWCS
2340
Beirne Wealth Consulting Services
Connecticut
$345K -$451K -4,036 -57%
FAM
2341
Flaharty Asset Management
Florida
$345K -$171K -1,528 -33%
IWS
2342
Insight Wealth Strategies
California
$344K +$2.35K +21 +0.7%
WI
2343
WrapManager Inc
California
$344K +$31.7K +283 +10%
SNB
2344
Security National Bank
Nebraska
$343K
HIM
2345
Hanlon Investment Management
New Jersey
$343K +$2.46K +22 +0.7%
FSC
2346
Full Sail Capital
Oklahoma
$342K -$45.5K -415 -12%
SVCP
2347
Silicon Valley Capital Partners
California
$341K -$8.16K -73 -2%
GSC
2348
G&S Capital
Colorado
$338K
PAG
2349
Pinnacle Advisory Group
Maryland
$337K +$3.92K +35 +1%
EP
2350
Elkhorn Partners
Nebraska
$335K