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JPMorgan Chase

2,431 hedge funds and large institutions have $256B invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 1,051 increasing their positions, 1,013 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
-10
Holders Change %
-0.41%
% of All Funds
55.73%
Holding in Top 10
623
Holding in Top 10 Change
-71
Holding in Top 10 Change %
-10.23%
% of All Funds
14.28%
New
90
Increased
1,051
Reduced
1,013
Closed
77
Calls
$2.17B
Puts
$3.43B
Net Calls
-$1.26B
Net Calls Change
-$1.15B
Name Holding Trade Value Shares
Change
Shares
Change %
GCM
2376
Grisanti Capital Management
New York
$56K -$23.9K -230 -30%
APSP
2377
Asset Planning Services (Pennsylvania)
Pennsylvania
$55K +$207 +2 +0.4%
DOA
2378
D'Orazio & Associates
Virginia
$50K -$3.65K -35 -7%
SHJ
2379
Sharkey, Howes & Javer
Colorado
$48K
P8IP
2380
Pier 88 Investment Partners
California
$47K
MS
2381
Marshall & Sullivan
Washington
$46.9K +$46.9K +450 New
BWL
2382
Bogart Wealth LLC
Virginia
$46K
AWM
2383
Avondale Wealth Management
Texas
$45K
AP
2384
Arlington Partners
Alabama
$41K
SPL
2385
Smart Portfolios LLC
Washington
$40K
MGI
2386
MayTech Global Investments
New York
$39K
TC
2387
Trilogy Capital
California
$38K +$7.92K +75 +26%
BC
2388
Blackhill Capital
New Jersey
$36K
WCM
2389
Wealthcare Capital Management
Virginia
$36K +$14.6K +140 +68%
ML
2390
McAdam LLC
Pennsylvania
$35K -$935 -9 -3%
WAM
2391
Watermark Asset Management
California
$35K
AWMS
2392
Advocacy Wealth Management Services
Georgia
$35K +$3.12K +30 +10%
CAGAS
2393
Capital Advisory Group Advisory Services
Minnesota
$32K
RBC
2394
Roble Belko & Company
Pennsylvania
$32K
HL
2395
Harding Loevner
New Jersey
$31K
PCM
2396
Peak Capital Management
Colorado
$30K +$30K +288 New
GTAM
2397
Global Trust Asset Management
Florida
$26K -$898K -8,635 -97%
RWG
2398
Regal Wealth Group
California
$26K -$22.1K -214 -46%
ST
2399
Sageworth Trust
Pennsylvania
$25K -$6.15K -59 -20%
MFT
2400
Moisand Fitzgerald Tamayo
Florida
$25K