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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 %
SHGA
901
Sand Hill Global Advisors
California
$6.34M -$22.8K -249 -0.4%
HAM
902
Highstreet Asset Management
Ontario, Canada
$6.3M +$1.4M +15,347 +29%
Jones Financial Companies
903
Jones Financial Companies
Missouri
$6.27M -$995K -10,883 -14%
MCMT
904
Moon Capital Management (Tennessee)
Tennessee
$6.27M -$152K -1,658 -2%
CWM
905
Catamount Wealth Management
Connecticut
$6.26M +$453K +4,951 +8%
DIA
906
Denver Investment Advisors
Colorado
$6.26M -$82.5K -903 -1%
CDH
907
Charles D. Hyman
$6.24M +$454K +4,968 +8%
LW
908
Linscomb Wealth
Texas
$6.24M +$91.8K +1,004 +1%
AA
909
Apriem Advisors
California
$6.22M +$233K +2,550 +4%
SB
910
Simmons Bank
Arkansas
$6.2M -$50.5K -553 -0.8%
KOCAA
911
Knights of Columbus Asset Advisors
Connecticut
$6.17M +$576K +6,300 +10%
SIC
912
Sigma Investment Counselors
Michigan
$6.17M +$24.3K +266 +0.4%
BCM
913
Barometer Capital Management
Ontario, Canada
$6.16M -$29.7M -324,700 -83%
WBG
914
Wharton Business Group
Pennsylvania
$6.13M -$20.6K -225 -0.3%
LPT
915
Legacy Private Trust
Wisconsin
$6.12M -$86.4K -945 -1%
BOC
916
Barbara Oil Co
Illinois
$6.12M
WCM
917
Windward Capital Management
California
$6.12M +$59.7K +653 +1%
NCM
918
Nelson Capital Management
California
$6.12M -$123K -1,350 -2%
JWBC
919
J.W. Burns & Co
New York
$6.12M -$21.7K -237 -0.4%
WKWM
920
Walter & Keenan Wealth Management
Indiana
$6.1M -$19.6K -214 -0.3%
ISB
921
Iowa State Bank
Iowa
$6.1M -$83.1K -909 -1%
MC
922
MRJ Capital
New York
$6.1M
BAM
923
Baring Asset Management
United Kingdom
$6.08M +$369K +4,042 +6%
FCT
924
Family Capital Trust
Massachusetts
$6.04M
BG
925
Bollard Group
Massachusetts
$6.02M +$57.9K +633 +1%