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 %
RIA
1676
Regal Investment Advisors
Michigan
$880K +$14.4K +158 +2%
BL
1677
BFSG LLC
California
$873K -$28.8K -315 -3%
PC
1678
PhiloSmith Capital
Connecticut
$873K
SWA
1679
Sutton Wealth Advisors
Florida
$871K +$8.5K +93 +1%
LC
1680
Lourd Capital
California
$866K +$29.8K +326 +4%
SOADOR
1681
State of Alaska Department of Revenue
Alaska
$865K +$259K +2,830 +43%
RT
1682
Rockland Trust
Massachusetts
$854K -$14.6K -160 -2%
JCM
1683
Jafra Capital Management
New York
$852K +$852K +9,321 New
GHAM
1684
Gilman Hill Asset Management
Connecticut
$849K +$24.7K +270 +3%
SFG
1685
Summit Financial Group
West Virginia
$848K +$848K +9,273 New
EWA
1686
Exencial Wealth Advisors
Oklahoma
$835K -$6.04K -66 -0.7%
WA
1687
Wheatland Advisors
Pennsylvania
$833K
PC
1688
Palo Capital
California
$832K +$123K +1,346 +17%
FPCG
1689
Fort Pitt Capital Group
Pennsylvania
$830K +$3.38K +37 +0.4%
CCG
1690
Chatham Capital Group
Georgia
$830K +$45.7K +500 +6%
AIP
1691
Ahrens Investment Partners
Louisiana
$829K -$90.8K -994 -10%
RA
1692
RFG Advisory
Alabama
$829K +$14.7K +158 +2%
RTS
1693
Round Table Services
New Jersey
$829K +$20.9K +229 +3%
LCM
1694
Logan Capital Management
Pennsylvania
$826K +$70.8K +775 +9%
AWM
1695
Arbor Wealth Management
Florida
$825K -$65.5K -717 -7%
JFGLC
1696
Johnson Financial Group LLC (Colorado)
Colorado
$825K -$8.96K -98 -1%
MA
1697
MCF Advisors
Kentucky
$824K +$62.2K +681 +8%
LNB
1698
Ledyard National Bank
$822K +$82.2K +900 +11%
GC
1699
Grimes & Company
Massachusetts
$818K -$35K -383 -4%
CBA
1700
Coastal Bridge Advisors
Connecticut
$814K +$9.14K +100 +1%