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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 %
CAM
2426
Concorde Asset Management
Michigan
$273K -$140K -1,191 -34%
KFA
2427
Kays Financial Advisory
Georgia
$273K -$32.8K -279 -11%
LRIA
2428
Leonard Rickey Investment Advisors
Washington
$273K +$28.3K +240 +12%
SRCM
2429
Swift Run Capital Management
Virginia
$272K
GAM
2430
Gould Asset Management
California
$272K
FNC
2431
First National Corp
Massachusetts
$272K +$118 +1 +0%
MMM
2432
Mendel Money Management
Illinois
$272K +$10.6K +90 +4%
AA
2433
AlphaMark Advisors
Kentucky
$269K -$11.8K -100 -4%
CIC
2434
Cutler Investment Counsel
Oregon
$269K +$27.4K +233 +11%
TWM
2435
Titus Wealth Management
California
$268K +$118 +1 +0%
WI
2436
Wedgewood Investors
Pennsylvania
$267K -$106K -900 -28%
AMG
2437
Asset Management Group
Connecticut
$266K -$56.8K -483 -18%
MCG
2438
MACRO Consulting Group
New Jersey
$266K +$266K +2,272 New
RHJA
2439
Rice Hall James & Associates
California
$265K -$82.5K -700 -24%
SFWC
2440
Strategic Family Wealth Counselors
New Jersey
$265K +$588 +5 +0.2%
W
2441
WealthOne
New York
$264K -$57.9K -491 -18%
LIM
2442
Lathrop Investment Management
Arkansas
$264K +$2.36K +20 +0.9%
RWMH
2443
Riverpoint Wealth Management Holdings
Illinois
$263K +$1.77K +15 +0.7%
WFM
2444
Wolff Financial Management
Michigan
$263K +$263K +2,235 New
VIMU
2445
Veritas Investment Management (UK)
United Kingdom
$257K
RHFI
2446
Reilly Herbert Faulkner III
$253K
FA
2447
Financial Advisors
Massachusetts
$252K
DPI
2448
Diversified Portfolios Inc
Michigan
$252K +$32.4K +276 +15%
CA
2449
Capital Advantage
California
$252K +$252K +2,141 New
JFG
2450
JMG Financial Group
Illinois
$251K -$72.3K -614 -22%