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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 %
BCM
2451
Baltimore Capital Management
Maryland
$228K +$228K +2,250 New
SFWC
2452
Strategic Family Wealth Counselors
New Jersey
$227K +$607 +6 +0.3%
TA
2453
Trellis Advisors
Washington
$227K +$5.48K +54 +2%
VCP
2454
Vista Capital Partners
Oregon
$226K
LIM
2455
Lathrop Investment Management
Arkansas
$225K
KIM
2456
Karpus Investment Management
New York
$222K
TFGT
2457
TS Financial Group (TSFG)
Illinois
$222K +$222K +2,197 New
VIMU
2458
Veritas Investment Management (UK)
United Kingdom
$221K
SL
2459
Summitry LLC
California
$221K +$221K +2,185 New
SAA
2460
Southeast Asset Advisors
Georgia
$219K +$2.43K +24 +1%
CICI
2461
Capital Investment Counsel Inc
North Carolina
$214K +$214K +2,111 New
TFA
2462
Toth Financial Advisory
Virginia
$213K +$1.01K +10 +0.5%
LC
2463
Landaas & Company
Wisconsin
$212K -$273K -2,696 -56%
KLI
2464
Kelman-Lazarov Inc
Tennessee
$212K +$212K +2,095 New
ADMI
2465
Albert D. Mason Inc
Massachusetts
$211K -$24.3K -240 -10%
SWMG
2466
Strategic Wealth Management Group
Maryland
$211K +$608 +6 +0.3%
CAM
2467
Crestone Asset Management
Colorado
$211K +$211K +2,080 New
NA
2468
Navellier & Associates
Nevada
$211K +$211K +2,081 New
PHAM
2469
Palisades Hudson Asset Management
Florida
$210K -$173K -1,711 -45%
LFS
2470
Legacy Financial Strategies
Kansas
$210K -$3.55K -35 -2%
MCMT
2471
Moon Capital Management (Tennessee)
Tennessee
$208K
SNBOSCI
2472
Security National Bank of Sioux City Iowa
Iowa
$208K
EWA
2473
ERTS Wealth Advisors
Michigan
$205K +$20.9K +206 +11%
TCCM
2474
Timber Creek Capital Management
Massachusetts
$204K
DPI
2475
Diversified Portfolios Inc
Michigan
$204K +$204K +2,019 New