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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 %
PVWM
1326
Point View Wealth Management
New Jersey
$2.28M +$40.2K +440 +2%
EHWM
1327
Eads & Heald Wealth Management
Georgia
$2.28M -$73K -799 -3%
DAC
1328
Dividend Assets Capital
South Carolina
$2.27M +$11.4K +125 +0.5%
SCI
1329
Stableford Capital II
Arizona
$2.27M -$106K -1,158 -4%
SFI
1330
SPC Financial Inc
Maryland
$2.27M +$1.06M +11,650 +89%
CPA
1331
Cowen Prime Advisors
New York
$2.26M
CL
1332
CPWM LLC
Washington
$2.24M -$2.14M -23,367 -49%
KM
1333
Kalos Management
Georgia
$2.24M +$19.6K +214 +0.9%
HCM
1334
Howland Capital Management
Massachusetts
$2.24M +$67.4K +738 +3%
WSTAM
1335
Wilbanks Smith & Thomas Asset Management
Virginia
$2.24M +$120K +1,310 +6%
TWA
1336
Tillar-Wenstrup Advisors
Ohio
$2.23M +$2.23M +24,405 New
SCM
1337
Salem Capital Management
Massachusetts
$2.23M +$229K +2,500 +11%
CCM
1338
Copeland Capital Management
Pennsylvania
$2.22M +$2.22M +24,317 New
YWP
1339
YorkBridge Wealth Partners
New York
$2.22M -$31.5K -340 -1%
QI
1340
QV Investors
Alberta, Canada
$2.19M +$31.1K +340 +1%
WCM
1341
Wunderlich Capital Managemnt
Tennessee
$2.18M -$19.7K -216 -0.9%
JIC
1342
Joel Isaacson & Co
New York
$2.18M +$53.3K +583 +3%
SCA
1343
Snowden Capital Advisors
New York
$2.18M -$222K -2,433 -9%
BFEC
1344
Benjamin F. Edwards & Company
Missouri
$2.17M +$315K +3,451 +17%
CPA
1345
Court Place Advisors
Maryland
$2.17M -$2.29K -25 -0.1%
WEC
1346
Winslow Evans & Crocker
Massachusetts
$2.17M +$221K +2,425 +11%
SC
1347
Savant Capital
Illinois
$2.17M +$93.5K +1,023 +5%
BOS
1348
Bank of Stockton
California
$2.16M +$13.6K +149 +0.6%
CHC
1349
City Holding Co
West Virginia
$2.16M +$63.4K +694 +3%
UBWV
1350
United Bank (West Virginia)
West Virginia
$2.16M +$137K +1,500 +7%