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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 %
SBL
1076
Sargent Bickham Lagudis
Colorado
$4.05M -$219K -2,393 -5%
HR
1077
Howe & Rusling
New York
$4.05M -$169K -1,854 -4%
PPSG
1078
Princeton Portfolio Strategies Group
New Jersey
$4.05M +$16K +175 +0.4%
ACM
1079
Alpha Capital Management
Texas
$4.05M +$72.1K +789 +2%
MGIA
1080
Moneta Group Investment Advisors
Missouri
$4.04M +$2.51M +27,420 +163%
AMM
1081
American Money Management
California
$4.03M +$164K +1,793 +4%
WAM
1082
Wealthspire Advisors (Maryland)
Maryland
$4.02M -$286K -3,132 -7%
WPIC
1083
White Pine Investment Company
Michigan
$4.01M +$68.5K +749 +2%
BFA
1084
Bragg Financial Advisors
North Carolina
$4.01M +$247K +2,699 +7%
RMDI
1085
R.M. Davis Inc
Maine
$4M -$203K -2,224 -5%
SAM
1086
Sawgrass Asset Management
Florida
$3.97M -$95.5K -1,045 -2%
WC
1087
Whitney & Co
New York
$3.96M +$706K +7,720 +22%
DSC
1088
Duncker Streett & Co
Missouri
$3.96M +$98.6K +1,079 +3%
PPCM
1089
Pillar Pacific Capital Management
California
$3.96M +$306K +3,350 +8%
BIM
1090
Beach Investment Management
Pennsylvania
$3.95M -$248K -2,710 -6%
BBHC
1091
Brown Brothers Harriman & Co
New York
$3.95M -$37.5K -410 -0.9%
GIM
1092
Goelzer Investment Management
Indiana
$3.95M -$15.5K -170 -0.4%
ANRIA
1093
American National Registered Investment Advisor
Texas
$3.94M -$20.6K -225 -0.5%
CCP
1094
Cardan Capital Partners
Colorado
$3.94M -$62.7K -686 -2%
RMSCM
1095
R.M. Sincerbeaux Capital Management
New York
$3.94M
CIG
1096
Consolidated Investment Group
Colorado
$3.93M +$914K +10,000 +30%
ACM
1097
Adalta Capital Management
New York
$3.91M -$233K -2,544 -6%
RWA
1098
River Wealth Advisors
Pennsylvania
$3.89M +$29.6K +324 +0.8%
MCM
1099
McMillion Capital Management
North Carolina
$3.89M +$2.74K +30 +0.1%
PAM
1100
Paradigm Asset Management
New York
$3.87M +$3.87M +42,300 New