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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 %
CIM
1201
Cambria Investment Management
California
$3.1M +$1.93M +21,072 +165%
BSW
1202
Buckingham Strategic Wealth
Missouri
$3.08M +$954K +10,434 +45%
MCP
1203
Mirador Capital Partners
California
$3.08M +$51.8K +553 +2%
FA
1204
FCG Advisors
New Jersey
$3.07M +$189K +2,070 +7%
TCM
1205
Texan Capital Management
Texas
$3.06M +$49K +536 +2%
APP
1206
Avantax Planning Partners
Iowa
$3.06M +$44.7K +489 +1%
CAL
1207
Capital Analysts LLC
Pennsylvania
$3.05M +$1.55K +17 +0.1%
CS
1208
Credential Securities
$3.03M +$96.9K +1,063 +3%
RCAG
1209
Rehmann Capital Advisory Group
Michigan
$3.01M -$135K -1,482 -4%
DT
1210
Diversified Trust
Tennessee
$2.99M +$2.28M +24,894 +318%
NPT
1211
Nixon Peabody Trust
Massachusetts
$2.99M +$133K +1,455 +5%
PG
1212
Patten Group
Tennessee
$2.99M -$59K -630 -2%
GD
1213
Grandfield & Dodd
New York
$2.97M -$35K -383 -1%
NI
1214
Numeric Investors
Massachusetts
$2.97M +$1.7M +18,600 +134%
BW
1215
Bison Wealth
Georgia
$2.95M -$40.8K -446 -1%
SM
1216
Salzhauer Michael
$2.95M -$22.4K -245 -0.8%
RAM
1217
Roanoke Asset Management
New Jersey
$2.95M -$95.1K -1,040 -3%
CAM
1218
Chesapeake Asset Management
New York
$2.93M
CCA
1219
Checchi Capital Advisers
California
$2.93M -$162K -1,768 -5%
FG
1220
FSI Group
Ohio
$2.93M -$1.74M -19,000 -37%
SCM
1221
Sterneck Capital Management
Missouri
$2.92M -$60.3K -660 -2%
SMFG
1222
Sumitomo Mitsui Financial Group
Japan
$2.92M -$34.5K -377 -1%
DWM
1223
Dorchester Wealth Management
Quebec, Canada
$2.9M +$24.6K +269 +0.9%
ECML
1224
Eagle Capital Management (Louisiana)
Louisiana
$2.9M -$35.3K -386 -1%
RG
1225
Renaissance Group
Kentucky
$2.9M -$16.3K -178 -0.6%