JPM icon

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 %
GIP
1351
Granite Investment Partners
California
$2.15M
GQG Partners
1352
GQG Partners
Florida
$2.15M +$385K +4,213 +22%
FHA
1353
Flagship Harbor Advisors
Massachusetts
$2.14M -$81.8K -879 -4%
SSWM
1354
Sheets Smith Wealth Management
North Carolina
$2.14M -$6.22K -68 -0.3%
BCM
1355
Birmingham Capital Management
Alabama
$2.12M
NSB
1356
Norway Savings Bank
Maine
$2.12M -$2.19K -24 -0.1%
WPA
1357
West Paces Advisors
Georgia
$2.11M -$98.6K -1,079 -4%
HCM
1358
Hengehold Capital Management
Ohio
$2.11M -$24.3K -266 -1%
FUBT
1359
First United Bank & Trust
Maryland
$2.11M +$135K +1,479 +7%
DMK
1360
David M. Knott
$2.11M
FCFC
1361
First Commonwealth Financial Corp
Pennsylvania
$2.09M +$238K +2,605 +13%
B
1362
BancorpSouth
Mississippi
$2.08M +$823K +9,001 +66%
LAIC
1363
Lederer & Associates Investment Counsel
California
$2.07M +$63.5K +695 +3%
GFPC
1364
Global Financial Private Capital
Florida
$2.07M +$204K +2,227 +11%
WWM
1365
Willingdon Wealth Management
North Carolina
$2.07M +$71.9K +787 +4%
EA
1366
Edge Advisors
Georgia
$2.07M +$23.1K +253 +1%
PI
1367
PHH Investments
Texas
$2.06M -$65K -711 -3%
MFBTD
1368
MB Financial Bank - Trust Department
Illinois
$2.06M
VCAM
1369
Van Cleef Asset Management
Ohio
$2.06M -$151K -1,649 -7%
NCM
1370
Novare Capital Management
North Carolina
$2.05M +$167K +1,823 +9%
KCPG
1371
Kavar Capital Partners Group
Kansas
$2.05M +$274 +3 +0%
GIM
1372
Guardian Investment Management
California
$2.04M +$41.1K +450 +2%
WP
1373
WealthSource Partners
California
$2.04M +$135K +1,480 +7%
IH
1374
IFC Holdings
Florida
$2.04M +$246K +2,702 +14%
GWM
1375
Graybill Wealth Management
Illinois
$2.03M +$29.4K +322 +1%