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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 %
UR
1051
USCA RIA
Texas
$4.43M +$372K +4,069 +9%
EM
1052
Excalibur Management
Massachusetts
$4.39M -$16.9K -185 -0.4%
MCM
1053
Mengis Capital Management
Oregon
$4.37M +$129K +1,415 +3%
NCMW
1054
Northern Capital Management (Wisconsin)
Wisconsin
$4.33M +$293K +3,210 +7%
HWA
1055
HCR Wealth Advisors
California
$4.32M +$66.3K +725 +2%
IB
1056
Intrust Bank
Kansas
$4.31M +$15.4K +168 +0.4%
VST
1057
Van Strum & Towne
California
$4.27M +$128K +1,400 +3%
RIM
1058
Rainier Investment Management
Washington
$4.26M -$2.04M -22,350 -32%
BC
1059
Burney Company
Virginia
$4.25M +$126K +1,379 +3%
HCA
1060
Horan Capital Advisors
Ohio
$4.23M +$144K +1,570 +4%
AIS
1061
AlphaOne Investment Services
Pennsylvania
$4.22M -$4.57K -50 -0.1%
CNC
1062
Citizens & Northern Corp
Pennsylvania
$4.22M -$203K -2,222 -5%
ECM
1063
EagleClaw Capital Management
Massachusetts
$4.2M
PTC
1064
Philadelphia Trust Company
Pennsylvania
$4.2M -$246K -2,693 -6%
FC
1065
Ferris Capital
Massachusetts
$4.2M +$4.2M +45,926 New
FMC
1066
First Merchants Corp
Indiana
$4.19M +$5.94K +65 +0.1%
ACM
1067
Argyle Capital Management
Pennsylvania
$4.18M -$45.7K -500 -1%
CSA
1068
Cottage Street Advisors
Massachusetts
$4.15M +$45.8K +501 +1%
RCM
1069
Radnor Capital Management
Pennsylvania
$4.14M
AFM
1070
Abbot Financial Management
Massachusetts
$4.12M +$4.12M +45,121 New
HIH
1071
HRS Investment Holdings
New York
$4.11M +$457K +5,000 +13%
AWP
1072
Ascent Wealth Partners
New York
$4.09M +$86.8K +950 +2%
FMWA
1073
Forvis Mazars Wealth Advisors
Missouri
$4.08M +$149K +1,625 +4%
AIC
1074
Argus Investors Counsel
New York
$4.07M +$93.5K +1,023 +2%
LA
1075
LVW Advisors
New York
$4.06M -$128K -1,402 -3%