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JPMorgan Chase

2,444 hedge funds and large institutions have $276B invested in JPMorgan Chase in 2018 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 967 increasing their positions, 1,091 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,444
Holders Change
+13
Holders Change %
+0.53%
% of All Funds
55.97%
Holding in Top 10
642
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+3.05%
% of All Funds
14.7%
New
98
Increased
967
Reduced
1,091
Closed
67
Calls
$2.45B
Puts
$3.93B
Net Calls
-$1.48B
Net Calls Change
-$220M
Name Holding Trade Value Shares
Change
Shares
Change %
SWMG
2376
Signature Wealth Management Group
Georgia
$75K -$1.05K -10 -1%
HMS
2377
Hanseatic Management Services
New Mexico
$74K -$1.8K -16 -2%
DPA
2378
Delphi Private Advisors
California
$74K
CI
2379
CX Institutional
Indiana
$71K
JWM
2380
Janiczek Wealth Management
Colorado
$70K -$1.69K -15 -2%
BA
2381
Ballew Advisors
Mississippi
$64K -$62.2K -598 -49%
OAJ
2382
Ogorek Anthony Joseph
New York
$64K
HS
2383
Horan Securities
United States
$64K +$107 +1 +0.2%
SA
2384
SRH Advisors
Kansas
$63K
AI
2385
ArchPoint Investors
Florida
$62K
KC
2386
KHP Capital
Oklahoma
$62K
APSP
2387
Asset Planning Services (Pennsylvania)
Pennsylvania
$60K +$781 +7 +1%
BWL
2388
Bogart Wealth LLC
Virginia
$59K +$8.32K +74 +16%
BL
2389
Balentine LLC
Georgia
$56K +$56K +492 New
DOA
2390
D'Orazio & Associates
Virginia
$54K
ML
2391
McAdam LLC
Pennsylvania
$54K +$15.4K +135 +40%
CLM
2392
ClearBridge LLC (Maryland)
Maryland
$52K -$20.6K -182 -28%
SHJ
2393
Sharkey, Howes & Javer
Colorado
$52K
P8IP
2394
Pier 88 Investment Partners
California
$51K
RIM
2395
Ranger Investment Management
Texas
$49K +$38.4K +337 +362%
AWM
2396
Avondale Wealth Management
Texas
$48K
SPL
2397
Smart Portfolios LLC
Washington
$43K
MGI
2398
MayTech Global Investments
New York
$42K
TC
2399
Trilogy Capital
California
$41K
BC
2400
Blackhill Capital
New Jersey
$39K