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 %
MCM
1576
Manchester Capital Management
Vermont
$1.23M +$32K +350 +3%
BIAS
1577
Beacon Investment Advisory Services
New Jersey
$1.2M +$332K +3,626 +38%
CHJWM
1578
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.2M +$77.2K +845 +7%
SMH
1579
Sanders Morris Harris
Texas
$1.18M
TWI
1580
Thomas White International
Illinois
$1.18M
LCM
1581
Liberty Capital Management
Michigan
$1.18M +$224K +2,413 +23%
PIM
1582
Profit Investment Management
Maryland
$1.18M -$91.1K -997 -7%
AA
1583
ALPS Advisors
Colorado
$1.18M +$93.7K +1,025 +9%
HEIP
1584
Hudson Edge Investment Partners
New Jersey
$1.17M
IIC
1585
Ironwood Investment Counsel
Arizona
$1.17M -$115K -1,260 -9%
VWA
1586
V Wealth Advisors
Kansas
$1.17M -$135K -1,475 -10%
RIG
1587
Roosevelt Investment Group
New York
$1.17M -$46.4K -508 -4%
AI
1588
Accredited Investors
Minnesota
$1.16M +$92.5K +1,012 +9%
FM
1589
Forward Management
California
$1.16M +$21.9K +240 +2%
GIM
1590
Greylin Investment Management
Virginia
$1.15M -$5.94K -65 -0.5%
SLT
1591
St Louis Trust
Missouri
$1.15M
KTC
1592
Kistler-Tiffany Companies
Pennsylvania
$1.15M +$148K +1,620 +15%
DCM
1593
Dimension Capital Management
Florida
$1.14M +$1.14M +12,503 New
TPWA
1594
TRUE Private Wealth Advisors
Oregon
$1.14M +$120K +1,317 +12%
GWM
1595
Greenwich Wealth Management
Connecticut
$1.13M -$26.5K -290 -2%
MCM
1596
Maple Capital Management
Vermont
$1.13M -$27.4K -300 -2%
GC
1597
Giverny Capital
Quebec, Canada
$1.13M
CPO
1598
Cerity Partners OCIO
New York
$1.13M +$54.2K +616 +5%
HIC
1599
Holderness Investments Company
North Carolina
$1.12M +$60.6K +663 +6%
CASB
1600
Cape Ann Savings Bank
Massachusetts
$1.12M -$23.3K -255 -2%