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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 %
PCM
501
Palisade Capital Management
New Jersey
$20.6M +$6.3M +68,901 +44%
KWILP
502
Kiwi Wealth Investments Limited Partnership
New Zealand
$20.6M -$175K -1,914 -0.8%
CGM
503
Capital Growth Management
Massachusetts
$20.6M -$31.5M -345,000 -61%
Truist Financial
504
Truist Financial
North Carolina
$20.4M +$21K +230 +0.1%
MCM
505
MAI Capital Management
Ohio
$20.4M +$759K +8,309 +4%
JIC
506
Johnson Investment Counsel
Ohio
$20.3M +$1.14M +12,464 +6%
PWAG
507
Polaris Wealth Advisory Group
California
$20.2M +$20.2M +220,640 New
LSERS
508
Louisiana State Employees Retirement System
Louisiana
$20.1M +$82.3K +900 +0.4%
SRC
509
Shufro Rose & Co
New York
$20.1M -$141K -1,547 -0.7%
B
510
Barings
North Carolina
$19.8M -$34.7M -380,072 -64%
Cambridge Investment Research Advisors
511
Cambridge Investment Research Advisors
Iowa
$19.5M +$1.72M +18,825 +10%
WTC
512
WhitTier Trust Company
Nevada
$19.3M -$160K -1,748 -0.8%
TAM
513
Taurus Asset Management
New York
$19.1M +$4.94M +54,070 +35%
MLL
514
Moody Lynn & Lieberson
Massachusetts
$19.1M -$7.9M -86,406 -29%
BS
515
Banco Santander
Spain
$19.1M -$1.89M -20,677 -9%
MIM
516
Marco Investment Management
Georgia
$19.1M
HCM
517
Hilton Capital Management
New York
$19.1M -$388K -4,241 -2%
AHB
518
Abner Herrman & Brock
New Jersey
$19M -$787K -8,615 -4%
GLRA
519
Gerald L. Ray & Associates
Texas
$18.9M +$96.9K +1,060 +0.5%
CFB
520
Cullen/Frost Bankers
Texas
$18.8M -$435K -4,762 -2%
OI
521
Oakbrook Investments
Illinois
$18.8M +$8.47M +92,700 +82%
GAI
522
General American Investors
New York
$18.7M
AG
523
Advisor Group
Arizona
$18.7M +$1.67M +18,308 +10%
PAM
524
Private Asset Management
California
$18.6M -$414K -4,529 -2%
HP
525
Hosking Partners
United Kingdom
$18.6M +$303K +3,315 +2%