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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 %
CW
701
Cobiz Wealth
Colorado
$10.7M -$182K -1,991 -2%
VC
702
Vestor Capital
Illinois
$10.7M -$4.81M -52,636 -31%
CWM
703
Cabot Wealth Management
Massachusetts
$10.7M -$135K -1,476 -1%
1IA
704
1834 Investment Advisors
Wisconsin
$10.7M +$269K +2,943 +3%
TIM
705
Thompson Investment Management
Wisconsin
$10.7M +$67.4K +737 +0.6%
BCMNY
706
Buckingham Capital Management (New York)
New York
$10.7M +$612K +6,693 +6%
SSG
707
Summit Securities Group
New York
$10.6M +$10.6M +116,400 New
FAAS
708
First Allied Advisory Services
California
$10.6M +$457K +5,005 +4%
KCM
709
Kanawha Capital Management
Virginia
$10.6M +$75.9K +830 +0.7%
CCA
710
Cobblestone Capital Advisors
New York
$10.6M -$221K -2,416 -2%
CIS
711
Connors Investor Services
Pennsylvania
$10.6M +$489K +5,348 +5%
NLI
712
Nippon Life Insurance
Japan
$10.5M -$846K -9,260 -7%
RW
713
Rand Wealth
Maryland
$10.5M -$1.09M -11,950 -9%
WAM
714
Winslow Asset Management
Ohio
$10.5M -$123K -1,346 -1%
SCA
715
Stonebridge Capital Advisors
Minnesota
$10.5M +$233K +2,545 +2%
CRCM
716
Crystal Rock Capital Management
Illinois
$10.5M
JAM
717
JCIC Asset Management
Ontario, Canada
$10.5M -$166K -1,815 -2%
BSPF
718
British Steel Pension Fund
United Kingdom
$10.4M
DSI
719
Daiwa SB Investments
Japan
$10.4M -$56.7K -620 -0.5%
SBIA
720
Sheaff Brock Investment Advisors
Indiana
$10.4M +$5.52M +60,407 +113%
WF
721
WealthTrust Fairport
Ohio
$10.4M -$107K -1,170 -1%
FFBTD
722
First Financial Bank - Trust Division
Ohio
$10.4M +$75.9K +830 +0.7%
AAF
723
Andra AP-fonden
Sweden
$10.4M -$1.92M -21,000 -16%
SC
724
Skylands Capital
Wisconsin
$10.4M -$105K -1,150 -1%
FMBTD
725
First Midwest Bank Trust Division
Illinois
$10.3M -$1.59M -17,406 -13%