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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 %
Alyeska Investment Group
951
Alyeska Investment Group
Illinois
$5.53M -$14.2M -155,132 -72%
DWT
952
Dorsey & Whitney Trust
South Dakota
$5.53M +$94K +1,028 +2%
SIA
953
SeaBridge Investment Advisors
New Jersey
$5.53M -$21.5K -235 -0.4%
BO
954
BRR OpCo
Ohio
$5.53M -$73.4K -803 -1%
BAS
955
Brown Advisory Securities
Maryland
$5.52M +$775K +8,481 +16%
SCA
956
Sage Capital Advisors
South Dakota
$5.5M +$5.5M +60,176 New
WTB
957
Washington Trust Bank
Washington
$5.49M +$6.31K +69 +0.1%
CFC
958
Cincinnati Financial Corp
Ohio
$5.48M
JC
959
JBF Capital
Colorado
$5.48M +$1.83M +20,000 +50%
MC
960
Moors & Cabot
Massachusetts
$5.47M -$93.6K -1,026 -2%
CFA
961
Capstone Financial Advisors
Illinois
$5.46M +$84.7K +927 +2%
SNT
962
Security National Trust
West Virginia
$5.43M -$460K -5,033 -8%
WG
963
Winton Group
United Kingdom
$5.42M -$16.9M -185,242 -76%
CCMINC
964
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.41M +$181K +1,976 +3%
SC
965
Schulhoff & Co
Ohio
$5.41M +$4.57K +50 +0.1%
DCM
966
Delta Capital Management
New Jersey
$5.4M -$31.1K -340 -0.6%
RC
967
Roundview Capital
New Jersey
$5.39M +$263K +2,874 +5%
CA
968
Cetera Advisors
Colorado
$5.38M +$816K +8,939 +18%
LNWWM
969
Laird Norton Wetherby Wealth Management
California
$5.37M +$154K +1,688 +3%
WI
970
Wafra Inc
New York
$5.36M -$7.9M -86,429 -60%
PAM
971
Peak Asset Management
Colorado
$5.36M +$148K +1,619 +3%
FDCC
972
Foster Dykema Cabot & Co
Massachusetts
$5.33M -$336K -3,673 -6%
LWCFA
973
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.32M -$2.85K -31 -0.1%
AWCI
974
Alpine Woods Capital Investors
New York
$5.32M
WIS
975
Wright Investors Service
Connecticut
$5.31M +$962K +10,520 +22%