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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 %
ACP
1101
Aviance Capital Partners
Florida
$3.87M +$32.4K +355 +0.8%
YIA
1102
YHB Investment Advisors
Connecticut
$3.86M -$1.33M -14,570 -26%
HA
1103
Halsey Associates
Connecticut
$3.86M -$37.2K -407 -1%
SFP
1104
Shepherd Financial Partners
Massachusetts
$3.86M -$328K -3,523 -8%
AAM
1105
Augustine Asset Management
Florida
$3.85M +$640K +7,009 +20%
HT
1106
Heritage Trust
Oklahoma
$3.84M -$19.8K -217 -0.5%
CAI
1107
Capital Advisors Inc
Oklahoma
$3.84M +$2.74M +29,947 +247%
MC
1108
Martin & Co
Tennessee
$3.84M +$8.68K +95 +0.2%
ST
1109
Spot Trading
Illinois
$3.83M +$3.83M +41,920 New
MNBTD
1110
Moody National Bank Trust Division
Texas
$3.82M -$20.6K -225 -0.5%
GAM
1111
Gotham Asset Management
New York
$3.82M +$209K +2,288 +6%
ITIM
1112
Indiana Trust & Investment Management
Indiana
$3.81M +$25.2K +276 +0.7%
CCM
1113
Coldstream Capital Management
Washington
$3.81M +$232K +2,540 +6%
AAM
1114
Autus Asset Management
Arizona
$3.79M +$354K +3,877 +10%
IWA
1115
IBEX Wealth Advisors
New Jersey
$3.78M +$327K +3,509 +9%
KIG
1116
Kessler Investment Group
Indiana
$3.76M -$89.6K -980 -2%
HSA
1117
HBK Sorce Advisory
Pennsylvania
$3.76M +$38.5K +421 +1%
RC
1118
RBF Capital
California
$3.75M
BFO
1119
Boston Family Office
Massachusetts
$3.71M +$247K +2,705 +7%
CSM
1120
CAMG Solamere Management
North Carolina
$3.71M +$168K +1,841 +5%
DPIM
1121
Duff & Phelps Investment Management
Illinois
$3.7M -$252K -2,760 -6%
RIM
1122
Rampart Investment Management
Connecticut
$3.69M +$2.77M +30,356 +303%
BSWMG
1123
Barrington Strategic Wealth Management Group
Illinois
$3.66M -$157K -1,722 -4%
MFS
1124
Monetta Financial Services
Illinois
$3.66M
LBC
1125
Lawrence B. Cohen
$3.65M +$721K +7,885 +25%