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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 %
ZCI
1551
Zevenbergen Capital Investments
Washington
$1.31M +$47.5K +520 +4%
WPW
1552
Waldron Private Wealth
Pennsylvania
$1.3M -$672K -7,358 -34%
PFM
1553
Phillips Financial Management
Indiana
$1.3M +$27.3K +294 +2%
BC
1554
Banced Corp
Illinois
$1.3M +$8.41K +92 +0.7%
AAS
1555
Annex Advisory Services
Wisconsin
$1.3M +$119K +1,304 +10%
SAM
1556
Symphony Asset Management
California
$1.3M +$1.3M +14,205 New
OFS
1557
Orrstown Financial Services
Pennsylvania
$1.3M -$160K -1,750 -11%
IR
1558
IAT Reinsurance
New York
$1.29M
PG
1559
Proffitt & Goodson
Tennessee
$1.29M +$677K +7,411 +110%
BEC
1560
Blue Edge Capital
Virginia
$1.29M +$7.86K +86 +0.6%
WP
1561
WMS Partners
Maryland
$1.29M +$30.9K +338 +2%
EWM
1562
Evermay Wealth Management
Virginia
$1.29M +$91 +1 +0%
BCM
1563
Brown Capital Management
Maryland
$1.28M -$437K -4,785 -26%
AWA
1564
ARS Wealth Advisors
Florida
$1.27M +$424K +4,645 +50%
SSP
1565
Sapphire Star Partners
Washington
$1.27M +$850K +9,300 +202%
RWM
1566
RKL Wealth Management
Pennsylvania
$1.27M +$561K +6,173 +80%
WIC
1567
Wilkins Investment Counsel
Massachusetts
$1.26M -$9.14K -100 -0.7%
WG
1568
Welch Group
Alabama
$1.25M +$624K +6,830 +99%
SIM
1569
SSI Investment Management
California
$1.25M -$15.3K -167 -1%
AEPG
1570
American Economic Planning Group
New Jersey
$1.25M +$823 +9 +0.1%
WPC
1571
White Pine Capital
Minnesota
$1.25M -$27.4K -300 -2%
GCM
1572
Graham Capital Management
Connecticut
$1.24M +$1.24M +13,600 New
KF
1573
Krilogy Financial
Missouri
$1.24M +$105K +1,153 +9%
CWM
1574
Cornerstone Wealth Management
Missouri
$1.24M +$115K +1,236 +10%
DA
1575
Dillon & Associates
Michigan
$1.23M +$566K +6,222 +85%