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JPMorgan Chase

2,594 hedge funds and large institutions have $238B invested in JPMorgan Chase in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 1,184 increasing their positions, 1,022 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,594
Holders Change
+3
Holders Change %
+0.12%
% of All Funds
56.23%
Holding in Top 10
529
Holding in Top 10 Change
-113
Holding in Top 10 Change %
-17.6%
% of All Funds
11.47%
New
132
Increased
1,184
Reduced
1,022
Closed
92
Calls
$2.2B
Puts
$2.93B
Net Calls
-$735M
Net Calls Change
+$871M
Name Holding Trade Value Shares
Change
Shares
Change %
AMG
2401
Asset Management Group
Connecticut
$274K +$2.13K +21 +0.8%
CF
2402
Corrigan Financial
Rhode Island
$272K +$272K +2,690 New
TSS
2403
Thomas Story & Son
Indiana
$271K
GKWIM
2404
Gerber Kawasaki Wealth & Investment Management
California
$270K -$17.7K -175 -6%
CA
2405
Cumberland Advisors
Florida
$268K -$4.96K -49 -2%
OAM
2406
Occidental Asset Management
California
$267K +$267K +2,640 New
WCM
2407
Wallace Capital Management
Texas
$264K +$19.8K +195 +8%
KFA
2408
Kays Financial Advisory
Georgia
$262K +$262K +2,586 New
JGIA
2409
Jackson Grant Investment Advisers
Connecticut
$261K -$93.8K -927 -26%
BBL
2410
Beck Bode LLC
Massachusetts
$261K -$4.56K -45 -2%
CHP
2411
Cable Hill Partners
Oregon
$261K +$17K +168 +7%
ZIG
2412
Zuckerman Investment Group
Illinois
$260K -$26.3K -260 -9%
I
2413
INVST
Indiana
$259K +$11.2K +107 +5%
HWM
2414
Highwater Wealth Management
Colorado
$258K -$31.4K -310 -11%
CC
2415
Capital Counsel
New York
$258K +$5.06K +50 +2%
WMA
2416
Wealth Management Associates
New Jersey
$257K +$9.52K +94 +4%
HPC
2417
Hobart Private Capital
North Carolina
$257K +$14.6K +144 +6%
GAMC
2418
Garner Asset Management Corp
Texas
$256K
MF
2419
Manchester Financial
California
$255K +$4.25K +42 +2%
LC
2420
Lavaca Capital
Texas
$253K
VCWA
2421
Vanguard Capital Wealth Advisors
Colorado
$249K -$32.9K -325 -12%
SSA
2422
South Street Advisors
New York
$249K
MTC
2423
McDaniel Terry & Co
Texas
$249K +$249K +2,464 New
CAAS
2424
Capital Asset Advisory Services
Michigan
$248K -$824K -8,138 -77%
DCM
2425
Driehaus Capital Management
Illinois
$247K -$67K -661 -21%