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JPMorgan Chase

2,603 hedge funds and large institutions have $270B invested in JPMorgan Chase in 2019 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 1,120 increasing their positions, 1,116 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,603
Holders Change
-27
Holders Change %
-1.03%
% of All Funds
57.17%
Holding in Top 10
663
Holding in Top 10 Change
+58
Holding in Top 10 Change %
+9.59%
% of All Funds
14.56%
New
89
Increased
1,120
Reduced
1,116
Closed
95
Calls
$3.4B
Puts
$5.15B
Net Calls
-$1.75B
Net Calls Change
-$630M
Name Holding Trade Value Shares
Change
Shares
Change %
MC
2351
Miles Capital
Iowa
$336K -$4.7K -40 -1%
IA
2352
IFG Advisors
Missouri
$335K +$335K +2,845 New
DLHL
2353
Donald L. Hagan LLC
Florida
$334K
CWM
2354
Cranbrook Wealth Management
Michigan
$334K +$5.29K +45 +2%
NCM
2355
Northstar Capital Management
New York
$332K
BBA
2356
Braun-Bostich & Associates
Pennsylvania
$331K -$7.64K -65 -2%
HCP
2357
Holt Capital Partners
Texas
$330K
SAA
2358
Southeast Asset Advisors
Georgia
$329K +$24K +204 +8%
HIIFS
2359
Harel Insurance Investments & Financial Services
Israel
$328K -$660K -5,600 -67%
FWCM
2360
First Western Capital Management
California
$328K -$59.2K -503 -15%
VNB
2361
Virginia National Bank
Virginia
$328K +$1.41K +12 +0.4%
WCA
2362
Windsor Creek Advisors
Vermont
$328K +$3.64K +31 +1%
BFIC
2363
Bedell Frazier Investment Counselling
California
$328K +$52.8K +449 +19%
NERM
2364
New England Research & Management
Illinois
$325K -$554K -4,700 -63%
WMA
2365
Wealth Management Associates
New Jersey
$324K +$353 +3 +0.1%
CAM
2366
CenterStar Asset Management
Illinois
$323K -$443K
CCA
2367
Conestoga Capital Advisors
Pennsylvania
$323K
ATFA
2368
All Terrain Financial Advisors
Minnesota
$323K +$236 +2 +0.1%
NPPM
2369
North Point Portfolio Managers
Ohio
$322K
MMHP
2370
Murphy Middleton Hinkle & Parker
Georgia
$322K
LP
2371
LGL Partners
Pennsylvania
$322K
DAM
2372
Deltec Asset Management
New York
$321K -$926K -7,860 -74%
WPSG
2373
Wealth & Pension Services Group
Georgia
$321K +$707 +6 +0.2%
RWM
2374
Reston Wealth Management
Virginia
$321K +$71.1K +603 +28%
RC
2375
Reik & Co
New York
$320K