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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 %
PRC
2451
Pearl River Capital
Michigan
$251K +$251K +2,132 New
TCCM
2452
Timber Creek Capital Management
Massachusetts
$249K
LC
2453
Landaas & Company
Wisconsin
$248K +$472 +4 +0.2%
TFA
2454
TPG Financial Advisors
Oregon
$248K +$10.6K +90 +4%
MCM
2455
McRae Capital Management
New Jersey
$247K
KLI
2456
Kelman-Lazarov Inc
Tennessee
$247K
FC
2457
FCA Corp
Texas
$247K +$29.4K +250 +14%
DA
2458
DSC Advisors
Illinois
$245K -$13.6M -115,886 -98%
PHAM
2459
Palisades Hudson Asset Management
Florida
$244K
SNBOSCI
2460
Security National Bank of Sioux City Iowa
Iowa
$242K
AWM
2461
Apollon Wealth Management
South Carolina
$242K +$127K +1,077 +110%
BIM
2462
Bridgecreek Investment Management
Oklahoma
$241K +$241K +2,045 New
ADMI
2463
Albert D. Mason Inc
Massachusetts
$239K -$6.49K -55 -3%
VBFG
2464
Vishria Bird Financial Group
Tennessee
$239K -$3.88K -33 -2%
BWM
2465
Brickley Wealth Management
California
$239K -$3.18K -27 -1%
FPGK
2466
Financial Partners Group (Kansas)
Kansas
$239K +$7.77K +66 +3%
TFA
2467
Toth Financial Advisory
Virginia
$238K -$9.99K -85 -4%
LWA
2468
Lenox Wealth Advisors
New York
$237K +$40.1K +341 +20%
MLFP
2469
MPS Loria Financial Planners
Illinois
$236K +$588 +5 +0.2%
BL
2470
Balentine LLC
Georgia
$236K +$99.5K +846 +73%
CCM
2471
Chickasaw Capital Management
Tennessee
$235K +$235K +2,000 New
NCM
2472
New Capital Management
Texas
$233K -$3.41K -29 -1%
PCMK
2473
Paragon Capital Management (Kansas)
Kansas
$233K
SWMG
2474
Strategic Wealth Management Group
Maryland
$233K
AC
2475
Avenir Corporation
Virginia
$232K