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JPMorgan Chase

2,591 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2018 Q4 according to their latest regulatory filings, with 290 funds opening new positions, 1,039 increasing their positions, 1,031 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,591
Holders Change
+147
Holders Change %
+6.01%
% of All Funds
57.82%
Holding in Top 10
642
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
14.33%
New
290
Increased
1,039
Reduced
1,031
Closed
118
Calls
$2.27B
Puts
$3.87B
Net Calls
-$1.61B
Net Calls Change
-$125M
Name Holding Trade Value Shares
Change
Shares
Change %
TA
2451
Trellis Advisors
Washington
$213K -$10.4K -107 -5%
VIMU
2452
Veritas Investment Management (UK)
United Kingdom
$213K -$5.86K -60 -3%
ACA
2453
Aptus Capital Advisors
Alabama
$211K +$211K +2,162 New
CA
2454
Capital Advantage
California
$210K +$2.34K +24 +1%
SAA
2455
Southeast Asset Advisors
Georgia
$209K +$391 +4 +0.2%
KIM
2456
Karpus Investment Management
New York
$206K
LFS
2457
Legacy Financial Strategies
Kansas
$205K +$205K +2,105 New
TFA
2458
Toth Financial Advisory
Virginia
$204K +$976 +10 +0.5%
SIA
2459
Strategic Investment Advisors
Michigan
$204K +$204K +2,088 New
MAA
2460
Mraz Amerine & Associates
California
$203K
SWMG
2461
Strategic Wealth Management Group
Maryland
$203K +$203K +2,075 New
NP
2462
NorthRock Partners
Minnesota
$202K +$22.8K +245 +13%
MCMT
2463
Moon Capital Management (Tennessee)
Tennessee
$201K
SNBOSCI
2464
Security National Bank of Sioux City Iowa
Iowa
$200K
ARMC
2465
American Research & Management Company
Massachusetts
$200K +$4.88K +50 +3%
TCCM
2466
Timber Creek Capital Management
Massachusetts
$196K
TCM
2467
Tanaka Capital Management
New York
$195K
NCM
2468
New Capital Management
Texas
$194K -$13.7K -140 -7%
FEG
2469
Financial Enhancement Group
Indiana
$191K
BCI
2470
Brinker Capital Investments
Pennsylvania
$189K +$84K +862 +80%
LWA
2471
Lenox Wealth Advisors
New York
$187K
LD
2472
Lipe & Dalton
New York
$184K +$184K +1,883 New
PAMU
2473
Pictet Asset Management (UK)
United Kingdom
$181K -$21.9K -224,667 -11%
EWA
2474
ERTS Wealth Advisors
Michigan
$177K +$177K +1,816 New
BC
2475
Barnett & Company
Tennessee
$172K -$27.9K -286 -14%