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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 %
MIS
1651
Morningstar Investment Services
Illinois
$940K -$76.2K -833 -7%
NGA
1652
Naples Global Advisors
Florida
$936K -$6.22K -68 -0.7%
AAM
1653
American Asset Management
Florida
$931K +$36.3K +397 +4%
AP
1654
Atwood & Palmer
Missouri
$931K +$285K +3,125 +44%
FPFS
1655
First Personal Financial Services
North Carolina
$930K +$325K +3,554 +54%
GAG
1656
GM Advisory Group
New York
$929K
MAM
1657
Martingale Asset Management
Massachusetts
$928K +$210K +2,302 +29%
MWM
1658
Mission Wealth Management
California
$924K -$51.6K -565 -5%
RGIA
1659
Rainier Group Investment Advisory
Washington
$923K
GCMG
1660
Gyroscope Capital Management Group
Florida
$919K
KIA
1661
Kopp Investment Advisors
Minnesota
$917K -$2.47K -27 -0.3%
EMR
1662
Errol M. Rudman
$914K +$914K +10,000 New
MIM
1663
Miller Investment Management
Pennsylvania
$914K +$914K +10,000 New
SFG
1664
Sather Financial Group
Texas
$912K +$912K +9,973 New
CGA
1665
Crescent Grove Advisors
Illinois
$901K +$901K +9,862 New
RIM
1666
Ranger International Management
Illinois
$898K -$457K -5,000 -34%
ECM
1667
Evergreen Capital Management
Washington
$896K +$347K +3,798 +63%
GBT
1668
Grove Bank & Trust
Florida
$895K +$130K +1,417 +17%
PWM
1669
Perigon Wealth Management
California
$894K +$45.5K +498 +5%
SRSA
1670
S.R. Schill & Associates
Washington
$893K +$5.76K +63 +0.6%
ECAM
1671
East Coast Asset Management
Massachusetts
$893K +$22.6K +247 +3%
FDS
1672
First Dallas Securities
Texas
$889K -$54.9K -600 -6%
PA
1673
Probity Advisors
Texas
$886K -$33.8K -370 -4%
PAS
1674
Park Avenue Securities
New York
$883K +$883K +9,708 New
HBWM
1675
Hollow Brook Wealth Management
New York
$880K -$11K -120 -1%