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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 %
PWS
1151
Peloton Wealth Strategists
Indiana
$3.4M -$18.3K -200 -0.5%
WIM
1152
Waverton Investment Management
United Kingdom
$3.37M +$92.4K +1,011 +3%
ATC
1153
Argent Trust Co
Tennessee
$3.37M -$197K -2,157 -6%
DVM
1154
Dreman Value Management
Florida
$3.36M +$331K +3,625 +11%
AI
1155
Axiom Investors
Connecticut
$3.35M +$914K +10,000 +37%
AI
1156
Atria Investments
North Carolina
$3.35M -$31.5K -345 -0.9%
HCM
1157
Hall Capital Management
Rhode Island
$3.35M -$914 -10 -0%
OIA
1158
Optimum Investment Advisors
Illinois
$3.34M -$143K -1,570 -4%
TBNY
1159
Trustco Bank (New York)
New York
$3.34M -$4.57K -50 -0.1%
CC
1160
Courier Capital
New York
$3.34M +$22.9K +251 +0.7%
COI
1161
Connable Office Inc
Michigan
$3.33M -$43K -471 -1%
SFSIG
1162
San Francisco Sentry Investment Group
California
$3.33M +$295K +3,225 +10%
CAM
1163
Columbia Asset Management
Michigan
$3.32M -$37.5K -410 -1%
GXMC
1164
Global X Management Company
New York
$3.32M +$273K +2,983 +9%
FMT
1165
First Mercantile Trust
Tennessee
$3.32M -$385K -4,212 -10%
IPC
1166
Independent Portfolio Consultants
Florida
$3.31M +$26.5K +290 +0.8%
UBG
1167
United Bank (Georgia)
Georgia
$3.31M -$85.6K -937 -3%
AWM
1168
Altavista Wealth Management
North Carolina
$3.3M -$78.5K -859 -2%
VAS
1169
Valicenti Advisory Services
New York
$3.3M +$213K +2,327 +7%
PA
1170
Perennial Advisors
New York
$3.29M +$196K +2,140 +6%
PFM
1171
Premier Fund Managers
United Kingdom
$3.29M
BGC
1172
Blue Granite Capital
South Carolina
$3.27M -$27.4K -300 -0.8%
KPCM
1173
Kings Point Capital Management
New York
$3.26M +$306K +3,347 +10%
OC
1174
Oarsman Capital
Wisconsin
$3.26M +$104K +1,138 +3%
MBTD
1175
Mechanics Bank - Trust Department
California
$3.26M +$123K +1,350 +4%