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JPMorgan Chase

1,831 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 788 increasing their positions, 724 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,831
Holders Change
-14
Holders Change %
-0.76%
% of All Funds
51.17%
Holding in Top 10
433
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-9.03%
% of All Funds
12.1%
New
83
Increased
788
Reduced
724
Closed
82
Calls
$3.29B
Puts
$2.78B
Net Calls
+$511M
Net Calls Change
-$608M
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
1701
Glassman Wealth Services
Virginia
$231K
PMAM
1702
Picton Mahoney Asset Management
Ontario, Canada
$231K +$231K +3,800 New
FCMC
1703
Founders Capital Management (Connecticut)
Connecticut
$230K -$2.87K -47 -1%
SFI
1704
SPC Financial Inc
Maryland
$229K -$30.6K -500 -12%
CC
1705
Cornerstone Capital
California
$226K
PG
1706
Proffitt & Goodson
Tennessee
$226K +$226K +3,710 New
BFEC
1707
Benjamin F. Edwards & Company
Missouri
$225K -$273K -4,492 -55%
IC
1708
Intersect Capital
California
$224K -$21.3K -349 -9%
LOT
1709
Lombard Odier Transatlantic
Quebec, Canada
$223K -$1.01M -16,450 -82%
SS
1710
Simplicity Solutions
Minnesota
$223K -$131K -2,149 -37%
SFWA
1711
Summit Financial Wealth Advisors
Louisiana
$223K -$37.9K -625 -15%
VHAM
1712
Van Hulzen Asset Management
California
$223K
MKC
1713
M. Kraus & Co
Vermont
$222K
HPIA
1714
Hamilton Point Investment Advisors
North Carolina
$222K +$222K +3,640 New
BWM
1715
Baystate Wealth Management
Massachusetts
$221K +$41.1K +675 +23%
WA
1716
WealthTrust Axiom
Pennsylvania
$219K
SHWM
1717
Smith & Howard Wealth Management
Georgia
$217K
BBNB
1718
Baker Boyer National Bank
Washington
$216K -$47.4K -777 -18%
CYG
1719
Clean Yield Group
Vermont
$213K -$96.8K -1,480 -31%
CL
1720
Croft-Leominster
Maryland
$213K
VAM
1721
Visionary Asset Management
Texas
$212K -$2.78M -45,702 -93%
MIC
1722
Meridian Investment Counsel
California
$209K
VCP
1723
Vista Capital Partners
Oregon
$209K
TA
1724
Teton Advisors
New York
$207K
HHAM
1725
HITE Hedge Asset Management
Massachusetts
$207K