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JPMorgan Chase

2,594 hedge funds and large institutions have $238B invested in JPMorgan Chase in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 1,184 increasing their positions, 1,022 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,594
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
56.23%
Holding in Top 10
529
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-17.6%
% of All Funds
11.47%
New
132
Increased
1,184
Reduced
1,022
Closed
92
Calls
$2.2B
Puts
$2.93B
Net Calls
-$735M
Net Calls Change
+$871M
Name Holding Trade Value Shares
Change
Shares
Change %
ZCM
2351
Zebra Capital Management
Connecticut
$320K +$320K +3,166 New
HFA
2352
Huber Financial Advisors
Illinois
$319K +$51K +504 +19%
SVCP
2353
Silicon Valley Capital Partners
California
$316K -$15.1K -149 -5%
MSR
2354
Main Street Research
Connecticut
$316K +$8.39K +83 +3%
LP
2355
LGL Partners
Pennsylvania
$316K +$316K +3,122 New
OWA
2356
Outlook Wealth Advisors
Texas
$315K +$255K +2,512 +422%
COI
2357
Capital One Investing
Virginia
$315K +$315K +3,114 New
HC
2358
Hamilton Capital
Ohio
$311K +$311K +3,069 New
IWS
2359
Insight Wealth Strategies
California
$310K -$255K -2,513 -45%
SNB
2360
Security National Bank
Nebraska
$310K +$310K +3,064 New
HIM
2361
Hanlon Investment Management
New Jersey
$308K +$308K +3,044 New
GSC
2362
G&S Capital
Colorado
$306K +$6.38K +63 +2%
CP
2363
Camelot Portfolios
Ohio
$305K -$22.5K -222 -7%
EP
2364
Elkhorn Partners
Nebraska
$304K -$10.1K -100 -3%
OKSA
2365
O'Keefe Stevens Advisory
New York
$303K
IDA
2366
Intelligence Driven Advisers
California
$302K +$62.3K +615 +26%
HC
2367
Hourglass Capital
Texas
$302K +$302K +2,979 New
SG
2368
Strid Group
Pennsylvania
$301K
PAG
2369
Pinnacle Advisory Group
Maryland
$301K +$38.4K +380 +15%
BW
2370
Biegel & Waller
Maryland
$300K +$8.91K +88 +3%
MWM
2371
Mascoma Wealth Management
New Hampshire
$300K +$52.8K +521 +21%
FIA
2372
Foundations Investment Advisors
Arizona
$298K +$298K +2,945 New
POIA
2373
Pin Oak Investment Advisors
Texas
$294K -$15.2K -150 -5%
TPW
2374
Tiller Private Wealth
Pennsylvania
$293K +$9.53K +94 +3%
WA
2375
Winfield Associates
Ohio
$292K +$61.1K +603 +26%