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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 %
TCM
2426
Tradewinds Capital Management
Washington
$246K -$4.66K -46 -2%
NFG
2427
Nations Financial Group
Iowa
$246K +$8.72K +86 +4%
HWA
2428
HHM Wealth Advisors
Tennessee
$246K +$246K +2,434 New
FTI
2429
Fiduciary Trust International
Massachusetts
$245K -$82.8K -754 -25%
CFSG
2430
Community Financial Services Group
Vermont
$245K
PFA
2431
Pure Financial Advisors
California
$244K +$3.14K +31 +1%
RWM
2432
Reston Wealth Management
Virginia
$244K +$244K +2,121 New
HCA
2433
Heck Capital Advisors
Wisconsin
$244K +$9.41K +93 +4%
JC
2434
Jacobs & Co
California
$243K
AIA
2435
AIMZ Investment Advisors
California
$243K
FMP
2436
Financial Management Professionals
Texas
$242K
RFWA
2437
RPg Family Wealth Advisory
Massachusetts
$242K -$22.8K -225 -9%
MSFP
2438
Mark Sheptoff Financial Planning
Connecticut
$240K +$4.15K +41 +2%
EFL
2439
ERn Financial LLC
Wisconsin
$239K -$15.6K -136 -6%
BFIC
2440
Bedell Frazier Investment Counselling
California
$237K
FA
2441
Financial Advisors
Massachusetts
$236K -$3.34K -33 -1%
TFO
2442
Tarbox Family Office
California
$235K
SIA
2443
Strategic Investment Advisors
Michigan
$235K +$23.7K +234 +11%
AA
2444
AlphaMark Advisors
Kentucky
$235K +$115K +1,137 +96%
FNC
2445
First National Corp
Massachusetts
$234K -$35.6K -351 -13%
WCWM
2446
Willow Creek Wealth Management
California
$234K -$5.17K -51 -2%
SRCM
2447
Swift Run Capital Management
Virginia
$234K
MS
2448
Mizuho Securities
Japan
$233K +$132K +1,300 +130%
RHJA
2449
Rice Hall James & Associates
California
$228K
SAM
2450
Summit Asset Management
Tennessee
$228K