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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 %
AWM
1376
Avior Wealth Management
Nebraska
$2.03M -$83.7K -934 -4%
IIC
1377
Integrated Investment Consultants
Michigan
$2.02M +$32K +350 +2%
AIA
1378
Armor Investment Advisors
North Carolina
$2.02M +$4.66K +51 +0.2%
PFT
1379
Providence First Trust
Arizona
$2.02M +$2.02M +22,052 New
BMM
1380
Buffington Mohr McNeal
Idaho
$2.02M +$628K +6,869 +45%
CD
1381
Carl Domino
Florida
$2.01M -$224K -2,450 -10%
SIAP
1382
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.01M +$341K +3,736 +20%
PAS
1383
Partnervest Advisory Services
California
$2.01M +$37.6K +411 +2%
PHS
1384
Pekin Hardy Strauss
Illinois
$2.01M +$248K +2,717 +14%
RSS
1385
Rosenblum Silverman Sutton
California
$2.01M -$17.8K -195 -0.9%
WCA
1386
Waratah Capital Advisors
Ontario, Canada
$2.01M +$2.01M +21,945 New
AAM
1387
Aureus Asset Management
Massachusetts
$2M -$182K -1,995 -8%
DR
1388
Davis Rea
Ontario, Canada
$2M +$11.9K +130 +0.6%
HWA
1389
Heritage Way Advisors
Illinois
$2M +$121K +1,325 +6%
NCM
1390
Neumann Capital Management
California
$1.99M +$7.31K +80 +0.4%
TNBTD
1391
Trustmark National Bank Trust Department
Mississippi
$1.99M -$92.9K -1,017 -4%
LWAC
1392
Laurel Wealth Advisors (California)
California
$1.98M +$397K +4,344 +25%
TC
1393
Telemus Capital
Michigan
$1.98M +$87.1K +953 +5%
NDSI
1394
Newman Dignan & Sheerar Inc
Rhode Island
$1.98M +$95.5K +1,045 +5%
MHIM
1395
MacNealy Hoover Investment Management
Ohio
$1.97M -$20.6K -225 -1%
SIG
1396
Schaller Investment Group
North Carolina
$1.97M
CCM
1397
Carderock Capital Management
Maryland
$1.97M +$5.3K +58 +0.3%
FIM
1398
Freedom Investment Management
Connecticut
$1.96M -$471K -5,148 -19%
BMC
1399
Beaton Management Company
Massachusetts
$1.96M +$1.96M +21,477 New
CCT
1400
Country Club Trust
Missouri
$1.96M +$122K +1,335 +7%