JPM icon

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 %
KCM
876
Kornitzer Capital Management
Kansas
$6.8M +$76.8K +840 +1%
PTC
877
Private Trust Company
Ohio
$6.77M +$381K +4,167 +6%
AP
878
Advisor Partners
California
$6.77M +$125K +1,366 +2%
AF
879
Arrow Financial
New York
$6.76M -$38.3K -419 -0.6%
WA
880
Wasatch Advisors
Utah
$6.74M -$1.02M -11,125 -13%
WFMPM
881
Woodley Farra Manion Portfolio Management
Indiana
$6.72M +$89.6K +980 +1%
RJA
882
Robshaw & Julian Associates
New York
$6.69M +$81.8K +900 +1%
NC
883
Northpointe Capital
Michigan
$6.68M -$6.37M -69,684 -49%
FCA
884
Florence Capital Advisors
New York
$6.64M
OSAM
885
O'Shaughnessy Asset Management
Connecticut
$6.64M +$1.49M +16,326 +29%
CCM
886
CWH Capital Management
Washington
$6.58M +$108K +1,178 +2%
CIA
887
Capital Investment Advisors
Georgia
$6.57M +$85.6K +937 +1%
OMCS
888
Old Mutual Customised Solutions
South Africa
$6.55M +$128K +1,400 +2%
RIA
889
RPG Investment Advisory
California
$6.53M +$676K +7,392 +12%
GC
890
Grace Capital
Massachusetts
$6.53M -$108K -1,180 -2%
GW
891
GW & Wade
Massachusetts
$6.48M +$165K +1,802 +3%
TA
892
Tiedemann Advisors
New York
$6.48M +$1.08M +11,840 +20%
PGIM
893
Pacific Global Investment Management
California
$6.48M -$15.5K -170 -0.2%
BHWM
894
Bar Harbor Wealth Management
New Hampshire
$6.48M +$53.5K +585 +0.8%
EIM
895
Essex Investment Management
Massachusetts
$6.47M -$97.3K -1,065 -1%
HC
896
Hendley & Co
Ohio
$6.46M +$2.51M +27,423 +63%
IC
897
InterOcean Capital
Illinois
$6.42M -$2.37M -25,891 -27%
BAM
898
Boyar Asset Management
New York
$6.42M -$98.3K -1,075 -2%
PCA
899
Personal Capital Advisors
California
$6.39M -$204K -2,231 -3%
BONST
900
Bank of Nova Scotia Trust
Ontario, Canada
$6.38M +$1.19K +13 +0%