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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 %
OKSA
2351
O'Keefe Stevens Advisory
New York
$335K
SIG
2352
Sky Investment Group
Connecticut
$335K +$22.4K +200 +7%
CFC
2353
Coyle Financial Counsel
Illinois
$335K +$335K +3,000 New
HC
2354
Hourglass Capital
Texas
$333K
MSFP
2355
Mark Sheptoff Financial Planning
Connecticut
$333K +$67.5K +603 +25%
SG
2356
Strid Group
Pennsylvania
$332K
NAM
2357
NorthCoast Asset Management
Connecticut
$332K +$332K +2,969 New
VCM
2358
Violich Capital Management
California
$331K -$40.9K -366 -11%
RHJA
2359
Rice Hall James & Associates
California
$330K +$78.3K +700 +31%
PCTC
2360
Perkins Coie Trust Company
Washington
$328K +$6.38K +57 +2%
MWM
2361
Mascoma Wealth Management
New Hampshire
$327K -$3.8K -34 -1%
GEM
2362
Global Endowment Management
North Carolina
$326K -$500K -4,480 -61%
GGI
2363
Godsey & Gibb Inc
Virginia
$326K -$33.5K -299 -9%
TIM
2364
Total Investment Management
Arizona
$325K +$221 +2 +0.1%
MC
2365
Miles Capital
Iowa
$324K -$246K -2,200 -43%
HPC
2366
Hobart Private Capital
North Carolina
$323K +$39.8K +356 +14%
TPW
2367
Tiller Private Wealth
Pennsylvania
$323K
BBA
2368
Braun-Bostich & Associates
Pennsylvania
$322K -$33.7K -301 -9%
WA
2369
Winfield Associates
Ohio
$322K
GAM
2370
Gemmer Asset Management
California
$321K -$36.7K -328 -10%
BW
2371
Biegel & Waller
Maryland
$321K -$9.94K -89 -3%
UCI
2372
Uncommon Cents Investing
Wisconsin
$320K
AWM
2373
Aevitas Wealth Management
Massachusetts
$319K +$6.82K +61 +2%
HIM
2374
Hotaling Investment Management
Pennsylvania
$318K -$39.4K -353 -11%
NCM
2375
Northstar Capital Management
New York
$315K