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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 %
PCM
2351
Princeton Capital Management
New Jersey
$292K
FTI
2352
Fiduciary Trust International
Massachusetts
$291K +$37.1K +380 +15%
SG
2353
Strid Group
Pennsylvania
$290K
GSC
2354
G&S Capital
Colorado
$289K -$2.84M -29,083 -91%
VCM
2355
Violich Capital Management
California
$285K -$15.1K -155 -5%
TIP
2356
Torray Investment Partners
Maryland
$285K +$32.4K +332 +13%
ACP
2357
Aveo Capital Partners
Colorado
$284K -$6.06K -62 -2%
HIS
2358
Harvest Investment Services
Illinois
$284K +$284K +2,729 New
PIM
2359
Provident Investment Management
Michigan
$281K -$302K -3,101 -52%
BW
2360
Biegel & Waller
Maryland
$281K +$10.5K +107 +4%
PCTC
2361
Perkins Coie Trust Company
Washington
$280K
UCI
2362
Uncommon Cents Investing
Wisconsin
$279K
HWM
2363
Highwater Wealth Management
Colorado
$279K +$279K +2,854 New
VNB
2364
Virginia National Bank
Virginia
$278K -$1.27K -13 -0.5%
GKWIM
2365
Gerber Kawasaki Wealth & Investment Management
California
$277K -$111K -1,136 -29%
ZIG
2366
Zuckerman Investment Group
Illinois
$276K -$3.9K -40 -1%
NCM
2367
Northstar Capital Management
New York
$275K
HCP
2368
Holt Capital Partners
Texas
$274K +$84.4K +863 +44%
TPW
2369
Tiller Private Wealth
Pennsylvania
$273K -$141K -1,447 -34%
CWM
2370
Cranbrook Wealth Management
Michigan
$273K
EWA
2371
Evolution Wealth Advisors
Florida
$273K +$273K +2,795 New
AWM
2372
Aevitas Wealth Management
Massachusetts
$272K -$18.8K -193 -6%
VCWA
2373
Vanguard Capital Wealth Advisors
Colorado
$272K -$2.15K -22 -0.8%
DLHL
2374
Donald L. Hagan LLC
Florida
$272K
SIG
2375
Sky Investment Group
Connecticut
$271K +$34.5K +354 +15%