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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 %
MF
2401
Manchester Financial
California
$297K +$118 +1 +0%
TFGT
2402
TS Financial Group (TSFG)
Illinois
$297K +$38.3K +325 +15%
AWM
2403
Aevitas Wealth Management
Massachusetts
$295K -$40.3K -343 -12%
SC
2404
Sovarnum Capital
New York
$294K +$294K +2,500 New
CWM
2405
Campbell Wealth Management
Virginia
$292K -$14.2K -121 -5%
RPAM
2406
Rhenman & Partners Asset Management
Sweden
$291K
SSA
2407
South Street Advisors
New York
$290K
JGIA
2408
Jackson Grant Investment Advisers
Connecticut
$288K +$470 +4 +0.2%
LC
2409
Lavaca Capital
Texas
$288K +$2.71K +23 +1%
AAM
2410
AMI Asset Management
California
$288K +$12.1K +103 +4%
GAMC
2411
Garner Asset Management Corp
Texas
$287K -$5.41K -46 -2%
AP
2412
Arlington Partners
Alabama
$285K
PFA
2413
Pure Financial Advisors
California
$284K +$235 +2 +0.1%
TA
2414
Trellis Advisors
Washington
$284K +$4.7K +40 +2%
VLC
2415
Van Leeuwen & Company
New Jersey
$284K +$284K +2,410 New
AIA
2416
AIMZ Investment Advisors
California
$283K
RBCM
2417
Raub Brock Capital Management
California
$282K
FMP
2418
Financial Management Professionals
Texas
$281K
WCWM
2419
Willow Creek Wealth Management
California
$281K +$825 +7 +0.3%
BBL
2420
Beck Bode LLC
Massachusetts
$279K -$2.94K -25 -1%
MWM
2421
MinichMacGregor Wealth Management
New York
$279K +$57.2K +487 +26%
KIM
2422
Karpus Investment Management
New York
$275K +$26.7K +227 +11%
PAG
2423
Pinnacle Advisory Group
Maryland
$274K -$80.4K -683 -23%
JC
2424
Jacobs & Co
California
$274K
SAM
2425
Summit Asset Management
Tennessee
$274K