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JPMorgan Chase

2,193 hedge funds and large institutions have $240B invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 954 increasing their positions, 856 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,193
Holders Change
+49
Holders Change %
+2.29%
% of All Funds
54.76%
Holding in Top 10
582
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+2.65%
% of All Funds
14.53%
New
131
Increased
954
Reduced
856
Closed
65
Calls
$3.21B
Puts
$3.99B
Net Calls
-$784M
Net Calls Change
+$154M
Name Holding Trade Value Shares
Change
Shares
Change %
EB
426
Eastern Bank
Massachusetts
$28.5M +$232K +2,543 +0.8%
OCM
427
Osterweis Capital Management
California
$28.3M -$447K -4,895 -2%
SPC
428
Stewart & Patten Company
California
$28.2M -$638K -6,975 -2%
JAFL
429
Jay A. Fishman Ltd
Michigan
$28M +$143K +1,567 +0.5%
GT
430
Glenview Trust
Kentucky
$27.9M -$421K -4,604 -1%
FT
431
Fiduciary Trust
Massachusetts
$27.9M -$68.7K -752 -0.2%
GKIM
432
GW&K Investment Management
Massachusetts
$27.8M +$623K +6,816 +2%
CAM
433
Capstone Asset Management
Texas
$27.7M -$983K -10,755 -3%
Voloridge Investment Management
434
Voloridge Investment Management
Florida
$27.6M +$27.6M +302,397 New
SF
435
Synovus Financial
Georgia
$27.6M +$799K +8,749 +3%
NP
436
NS Partners
United Kingdom
$27.6M +$4.23M +46,309 +18%
C
437
Consulta
United Kingdom
$27.4M +$27.4M +300,000 New
FMW
438
Farr Miller & Washington
District of Columbia
$27.4M +$169K +1,844 +0.6%
AAM
439
Advisors Asset Management
Colorado
$27.3M +$890K +9,738 +3%
SGAM
440
Smith Group Asset Management
Texas
$26.6M +$26.5M +289,446 +26,313%
CGI
441
CI Global Investments
California
$26.5M +$26.5M +290,081 New
ONB
442
Old National Bancorp
Indiana
$26.4M -$1.61M -17,591 -6%
GAM
443
GVO Asset Management
Switzerland
$26.3M -$8.9M -97,339 -25%
KB
444
Kimelman & Baird
New York
$26.2M +$12.8K +140 +0%
SIM
445
Sentry Investment Management
Wisconsin
$26.2M +$496K +5,426 +2%
TCM
446
Twin Capital Management
Pennsylvania
$26.1M +$2.13M +23,322 +9%
HIMC
447
Heritage Investors Management Corp
Maryland
$26.1M -$166K -1,816 -0.6%
CWP
448
Capital Wealth Planning
Florida
$26.1M +$24.8M +271,119 +1,930%
FCI
449
Financial Counselors Inc
Kansas
$25.9M +$427K +4,676 +2%
CPSAC
450
Chas P. Smith & Associates (CPS)
Florida
$25.8M +$112K +1,220 +0.4%