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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 %
SC
1451
Saturna Capital
Washington
$1.66M +$25.6K +280 +2%
NWP
1452
Northstar Wealth Partners
Connecticut
$1.65M -$54.3K -583 -3%
DWM
1453
Destination Wealth Management
California
$1.65M -$160K -1,747 -9%
JDR
1454
Jay D. Rosenbaum
$1.65M +$68.5K +750 +4%
CWM
1455
Confluence Wealth Management
Oregon
$1.65M +$99.3K +1,087 +6%
WAM
1456
Weatherly Asset Management
California
$1.63M -$45.8K -501 -3%
WA
1457
WealthTrust-Arizona
Arizona
$1.62M -$22.1K -242 -1%
JFA
1458
Johanson Financial Advisors
California
$1.62M +$75.8K +833 +5%
HI
1459
Hudock Inc
Pennsylvania
$1.62M -$109K -1,194 -6%
BEAM
1460
Baker Ellis Asset Management
Washington
$1.62M +$113K +1,235 +7%
FP
1461
FDO Partners
Massachusetts
$1.62M +$1.62M +17,709 New
CCM
1462
CrestPoint Capital Management
Missouri
$1.62M -$9.14K -100 -0.6%
BTIS
1463
BB&T Investment Services
North Carolina
$1.62M +$849K +9,269 +111%
ODG
1464
O'Dell Group
Ohio
$1.61M +$7.4K +81 +0.5%
IAS
1465
IMA Advisory Services
Colorado
$1.61M -$232K -2,536 -13%
LDB
1466
Lee, Danner & Bass
Tennessee
$1.6M +$6.31K +69 +0.4%
TP
1467
Truvvo Partners
New York
$1.6M -$849K -9,300 -35%
DRS
1468
Deane Retirement Strategies
Louisiana
$1.6M +$1.6M +17,488 New
AIM
1469
Anchor Investment Management
South Carolina
$1.59M -$4.57K -50 -0.3%
ATC
1470
Adirondack Trust Company
New York
$1.59M -$310K -3,390 -16%
LA
1471
Lau Associates
Delaware
$1.59M +$537K +5,880 +51%
ZB
1472
Zions Bancorporation
Utah
$1.59M -$186K -2,039 -11%
ST
1473
Spinnaker Trust
Maine
$1.59M +$63K +689 +4%
NFG
1474
Next Financial Group
Texas
$1.58M +$1.01K +11 +0.1%
AFM
1475
Anson Funds Management
Texas
$1.58M -$1.16M -12,720 -42%