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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 %
SCM
651
Shelton Capital Management
Colorado
$12.5M -$2.19K -24 -0%
RC
652
RBO & Co
California
$12.4M -$51K -558 -0.4%
AU
653
Algebris (UK)
United Kingdom
$12.4M +$12.4M +135,550 New
LIA
654
LS Investment Advisors
Michigan
$12.4M +$171K +1,875 +1%
NSEDCP
655
NJ State Employees Deferred Compensation Plan
New Jersey
$12.3M
Thrivent Financial for Lutherans
656
Thrivent Financial for Lutherans
Minnesota
$12.3M +$288K +3,150 +2%
RBA
657
Richard Bernstein Advisors
New York
$12.3M
BCM
658
Brookmont Capital Management
Texas
$12.2M -$401K -4,382 -3%
KA
659
KLCM Advisors
Wisconsin
$12.2M -$249K -2,725 -2%
MML Investors Services
660
MML Investors Services
Massachusetts
$12.1M -$9.41M -102,982 -44%
KIA
661
KCM Investment Advisors
California
$12M -$202K -2,205 -2%
SSWM
662
Smith Salley Wealth Management
North Carolina
$11.9M +$148K +1,618 +1%
LG
663
LaFleur & Godfrey
Michigan
$11.7M +$191K +2,095 +2%
B
664
Bailard
California
$11.7M +$184K +2,015 +2%
AHC
665
Adell Harriman & Carpenter
Texas
$11.7M -$528K -5,776 -4%
KCP
666
KDI Capital Partners
North Carolina
$11.6M +$1.55M +16,945 +15%
AFG
667
Albion Financial Group
Utah
$11.5M +$11K +120 +0.1%
GIM
668
Grassi Investment Management
California
$11.5M +$249K +2,726 +2%
BBA
669
BLB&B Advisors
Pennsylvania
$11.5M +$132K +1,446 +1%
CT
670
Cambridge Trust
Massachusetts
$11.3M -$243K -2,656 -2%
PP
671
Patten & Patten
Tennessee
$11.3M +$119K +1,304 +1%
ACH
672
ArrowMark Colorado Holdings
Colorado
$11.3M -$55.1K -603 -0.5%
GCA
673
Guardian Capital Advisors
Ontario, Canada
$11.3M -$204K -2,186 -2%
CCT
674
Chemung Canal Trust
New York
$11.3M -$1.16M -12,726 -9%
AIM
675
Avity Investment Management
Connecticut
$11.3M +$2.49M +27,280 +28%