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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 %
GKWIM
2376
Gerber Kawasaki Wealth & Investment Management
California
$320K +$1.18K +10 +0.4%
VIM
2377
Veritas Investment Management
United Kingdom
$320K +$320K +2,720 New
GTAM
2378
Global Trust Asset Management
Florida
$318K -$308K -2,618 -49%
LWM
2379
Liberty Wealth Management
California
$318K +$132K +1,122 +71%
HIM
2380
Hotaling Investment Management
Pennsylvania
$314K -$20.6K -175 -6%
IP
2381
Isthmus Partners
Wisconsin
$314K
CA
2382
Cumberland Advisors
Florida
$312K
CSS
2383
Cubist Systematic Strategies
Connecticut
$311K -$15.7M -133,907 -98%
ZIG
2384
Zuckerman Investment Group
Illinois
$311K +$8.82K +75 +3%
CFSG
2385
Community Financial Services Group
Vermont
$311K +$311K +2,637 New
I
2386
INVST
Indiana
$309K -$4.27K -37 -1%
TCM
2387
Tradewinds Capital Management
Washington
$309K +$23.4K +199 +8%
SLF
2388
Sun Life Financial
Ontario, Canada
$307K -$3.18K -27 -1%
HCA
2389
Heck Capital Advisors
Wisconsin
$307K +$11.8K +100 +4%
JCM
2390
Jacobsen Capital Management
Utah
$306K
S
2391
Surevest
California
$305K +$19.5K +166 +7%
VCWA
2392
Vanguard Capital Wealth Advisors
Colorado
$305K +$32.9K +280 +12%
FNBOH
2393
First National Bank of Hutchinson
Kansas
$304K -$2.36K -20 -0.8%
HWM
2394
Highwater Wealth Management
Colorado
$303K -$13.1K -111 -4%
LWM
2395
Lenox Wealth Management
Ohio
$303K +$53.4K +454 +21%
DCM
2396
Driehaus Capital Management
Illinois
$303K +$63.8K +542 +27%
DBRC
2397
D.B. Root & Company
Pennsylvania
$299K -$13.5K -115 -4%
RWA
2398
Redhawk Wealth Advisors
Minnesota
$299K +$240K +2,039 +408%
CF
2399
Corrigan Financial
Rhode Island
$299K
CI
2400
Cambiar Investors
Colorado
$297K -$97K -823 -25%