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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 %
BA
1251
Bristlecone Advisors
Washington
$2.71M +$48.4K +530 +2%
TNB
1252
Thomasville National Bank
Georgia
$2.71M +$257K +2,808 +10%
MWM
1253
Marietta Wealth Management
Georgia
$2.7M +$74.9K +820 +3%
VFA
1254
Voya Financial Advisors
Connecticut
$2.68M -$76K -834 -3%
WPA
1255
Winning Points Advisors
Florida
$2.67M -$186K -2,000 -7%
SG
1256
StoneX Group
New York
$2.67M +$2.67M +29,182 New
WSC
1257
Wellington Shields & Co
New York
$2.67M +$91.4K +1,000 +4%
ARMT
1258
Amica Retiree Medical Trust
Rhode Island
$2.66M
AC
1259
Addison Capital
Pennsylvania
$2.65M -$120K -1,308 -4%
HIC
1260
Harvey Investment Company
Kentucky
$2.63M -$66K -722 -2%
WOC
1261
West Oak Capital
California
$2.62M +$8.68K +95 +0.3%
PA
1262
Parallel Advisors
California
$2.62M +$61K +665 +2%
BJL
1263
Brighton Jones LLC
Washington
$2.62M +$2.62M +28,662 New
BA
1264
Birinyi Associates
Connecticut
$2.62M -$64K -700 -2%
CL
1265
Choreo LLC
Illinois
$2.61M +$2.61M +28,584 New
MIM
1266
Midwest Investment Management
Ohio
$2.61M
Cetera Investment Advisers
1267
Cetera Investment Advisers
Illinois
$2.61M +$125K +1,375 +5%
FFA
1268
Fragasso Financial Advisors
Pennsylvania
$2.59M +$19.6K +214 +0.8%
LBG
1269
Lloyds Banking Group
United Kingdom
$2.58M
FWM
1270
Frontier Wealth Management
Missouri
$2.56M +$95.3K +1,043 +4%
LCM
1271
Leisure Capital Management
California
$2.56M -$110K -1,209 -4%
BI
1272
Boulegeris Investments
Georgia
$2.56M +$155K +1,700 +6%
WIC
1273
Whitegate Investment Counselors
New Hampshire
$2.54M +$59.4K +650 +2%
CS
1274
Comerica Securities
Michigan
$2.52M +$183K +2,005 +8%
LNC
1275
Lincoln National Corp
Pennsylvania
$2.52M +$176K +1,921 +7%