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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 %
SGA
1176
Strategic Global Advisors
California
$3.25M -$432K -4,726 -12%
TWM
1177
Torch Wealth Management
Ohio
$3.25M -$98.1K -1,073 -3%
ST
1178
Somerset Trust
Pennsylvania
$3.25M +$451K +4,937 +16%
BSB
1179
Bangor Savings Bank
Maine
$3.25M -$48.1K -526 -1%
SI
1180
SII Investments
Wisconsin
$3.22M -$69K -755 -2%
NPC
1181
National Planning Corporation
California
$3.21M +$181K +1,957 +6%
VLKIM
1182
Van Lanschot Kempen Investment Management
Netherlands
$3.21M +$3.21M +35,079 New
GKFF
1183
George Kaiser Family Foundation
Oklahoma
$3.2M
AC
1184
Abbrea Capital
California
$3.2M -$52.6K -575 -2%
GPCM
1185
Granite Point Capital Management
Massachusetts
$3.2M -$142K -1,550 -4%
OCM
1186
One Capital Management
California
$3.2M +$136K +1,488 +4%
CWM
1187
Circle Wealth Management
New Jersey
$3.19M +$103K +1,132 +3%
CAIMH
1188
Central Asset Investments & Management Holdings
Hong Kong
$3.18M +$3.18M +34,800 New
PIC
1189
PCJ Investment Counsel
Ontario, Canada
$3.17M +$1.83K +20 +0.1%
BCM
1190
Beck Capital Management
Texas
$3.16M +$141K +1,618 +5%
LCC
1191
Lincoln Capital Corp
Rhode Island
$3.15M +$90K +985 +3%
GIA
1192
Guyasuta Investment Advisors
Pennsylvania
$3.15M -$165K -1,800 -5%
IAMOG
1193
Investors Asset Management of Georgia
Georgia
$3.15M +$7.77K +85 +0.2%
SFWA
1194
Summit Financial Wealth Advisors
Louisiana
$3.14M +$274K +2,996 +10%
TSWM
1195
Triangle Securities Wealth Management
North Carolina
$3.13M -$63.1K -690 -2%
DBIA
1196
Dumont & Blake Investment Advisors
New Jersey
$3.12M -$11.9K -130 -0.4%
WAS
1197
Winch Advisory Services
Wisconsin
$3.12M -$104K -1,136 -3%
TWA
1198
TCI Wealth Advisors
Arizona
$3.11M +$22.5K +246 +0.7%
IC
1199
Investment Counsel
Michigan
$3.11M +$45.7K +500 +1%
ICOM
1200
Investment Counselors of Maryland
Maryland
$3.1M -$28.8K -315 -0.9%