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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 %
PFP
751
Pinnacle Financial Partners
Tennessee
$9.44M +$374K +4,097 +4%
OCM
752
Oakwood Capital Management
California
$9.41M -$308K -3,367 -3%
W
753
Wealthfront
California
$9.38M +$322K +3,519 +4%
ERIM
754
Eagle Ridge Investment Management
Connecticut
$9.34M -$39.5K -439 -0.4%
FTC
755
Farmers Trust Company
Ohio
$9.34M -$464K -5,081 -5%
FHA
756
First Horizon Advisors
Tennessee
$9.31M -$190K -2,063 -2%
CWM
757
Calamos Wealth Management
Illinois
$9.3M -$1.03M -11,289 -10%
RL
758
Ruffer LLP
United Kingdom
$9.28M +$91.5K +1,001 +1%
RWA
759
Ropes Wealth Advisors
Massachusetts
$9.27M +$8.59K +94 +0.1%
CTA
760
Colonial Trust Advisors
South Carolina
$9.21M +$2.4M +26,269 +35%
MWA
761
Marshall Wace Asia
Hong Kong
$9.19M +$9.19M +100,958 New
DY
762
Dowling & Yahnke
California
$9.17M -$17.3K -189 -0.2%
CA
763
Claar Advisors
New York
$9.14M +$9.14M +100,000 New
OC
764
Oakworth Capital
Alabama
$9.12M +$301K +3,294 +3%
BC
765
Brinker Capital
Pennsylvania
$9.12M +$3.85M +42,131 +73%
DG
766
Davidson & Garrard
Virginia
$9.12M -$2.83K -31 -0%
CNBT
767
Canandaigua National Bank & Trust
New York
$9.12M +$150K +1,646 +2%
CSC
768
Cove Street Capital
California
$9.1M -$557K -6,090 -6%
HRC
769
Hoertkorn Richard Charles
$9.07M +$29.7K +325 +0.3%
OMC
770
Overbrook Management Corp
New York
$9.07M +$24.2K +265 +0.3%
MYLI
771
Meiji Yasuda Life Insurance
Japan
$9.07M +$82.3K +900 +0.9%
RCIM
772
Russell Clark Investment Management
United Kingdom
$9.04M -$855K -9,350 -9%
DA
773
Denali Advisors
California
$9.04M +$9.04M +98,900 New
VV
774
Verity & Verity
South Carolina
$9.01M +$34.5K +377 +0.4%
PI
775
Pettee Investors
Connecticut
$8.96M