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JPMorgan Chase

2,630 hedge funds and large institutions have $261B invested in JPMorgan Chase in 2019 Q2 according to their latest regulatory filings, with 135 funds opening new positions, 1,173 increasing their positions, 1,039 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,630
Holders Change
+36
Holders Change %
+1.39%
% of All Funds
57.21%
Holding in Top 10
605
Holding in Top 10 Change
+76
Holding in Top 10 Change %
+14.37%
% of All Funds
13.16%
New
135
Increased
1,173
Reduced
1,039
Closed
71
Calls
$2.84B
Puts
$3.96B
Net Calls
-$1.12B
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Shares
Change %
KC
2451
Knuff & Co
California
$252K +$58.8K +525 +30%
SFWC
2452
Strategic Family Wealth Counselors
New Jersey
$251K +$669 +6 +0.3%
VCP
2453
Vista Capital Partners
Oregon
$250K
MMM
2454
Mendel Money Management
Illinois
$249K +$249K +2,225 New
RWMH
2455
Riverpoint Wealth Management Holdings
Illinois
$248K -$109K -979 -31%
LIM
2456
Lathrop Investment Management
Arkansas
$248K
SICM
2457
Sustainable Insight Capital Management
New York
$246K -$2.35M -21,000 -91%
TFGT
2458
TS Financial Group (TSFG)
Illinois
$246K +$112 +1 +0%
VIMU
2459
Veritas Investment Management (UK)
United Kingdom
$244K
NA
2460
Navellier & Associates
Nevada
$244K +$11.2K +100 +5%
LFS
2461
Legacy Financial Strategies
Kansas
$242K +$5.48K +48 +2%
CWA
2462
Clarus Wealth Advisors
Arizona
$241K +$236K +2,104 +4,294%
LGWM
2463
Litman Gregory Wealth Management
California
$240K +$137K +1,225 +133%
RHFI
2464
Reilly Herbert Faulkner III
$240K +$240K +2,148 New
FA
2465
Financial Advisors
Massachusetts
$239K -$21.4K -191 -8%
RWM
2466
Reston Wealth Management
Virginia
$237K
LWM
2467
Lenox Wealth Management
Ohio
$237K +$32.2K +289 +16%
KIM
2468
Karpus Investment Management
New York
$236K
TFA
2469
Toth Financial Advisory
Virginia
$236K +$1.01K +9 +0.4%
TCCM
2470
Timber Creek Capital Management
Massachusetts
$236K +$11.1K +100 +5%
LC
2471
Landaas & Company
Wisconsin
$235K +$448 +4 +0.2%
MCM
2472
McRae Capital Management
New Jersey
$235K +$11.2K +100 +5%
KLI
2473
Kelman-Lazarov Inc
Tennessee
$234K
CAM
2474
Crestone Asset Management
Colorado
$233K
ADMI
2475
Albert D. Mason Inc
Massachusetts
$233K