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JPMorgan Chase

2,144 hedge funds and large institutions have $234B invested in JPMorgan Chase in 2017 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 791 increasing their positions, 1,013 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,144
Holders Change
+60
Holders Change %
+2.88%
% of All Funds
53.45%
Holding in Top 10
567
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-8.1%
% of All Funds
14.14%
New
146
Increased
791
Reduced
1,013
Closed
65
Calls
$2.8B
Puts
$3.74B
Net Calls
-$938M
Net Calls Change
-$596M
Name Holding Trade Value Shares
Change
Shares
Change %
AIA
1701
Allegis Investment Advisors
Idaho
$700K +$166K +1,886 +31%
PCM
1702
Perritt Capital Management
Illinois
$699K +$52.7K +600 +8%
HK
1703
Horizon Kinetics
New York
$697K
RP
1704
Reinhart Partners
Wisconsin
$695K +$132K +1,505 +23%
MAM
1705
Martingale Asset Management
Massachusetts
$690K -$4.26M -48,409 -86%
CG
1706
CFO4Life Group
Texas
$689K +$689K +7,843 New
DT
1707
Diversified Trust
Tennessee
$688K -$65.4K -744 -9%
JWA
1708
JFS Wealth Advisors
Pennsylvania
$688K
BFA
1709
Beaumont Financial Advisors
Massachusetts
$686K +$150K +1,705 +28%
LI
1710
Lafayette Investments
Maryland
$685K +$3.52K +40 +0.5%
CAG
1711
Crestwood Advisors Group
Massachusetts
$684K +$93.4K +1,080 +16%
PC
1712
Palo Capital
California
$681K +$3.51K +40 +0.5%
RWM
1713
RKL Wealth Management
Pennsylvania
$681K +$336K +3,831 +97%
SFG
1714
SNS Financial Group
Minnesota
$679K +$342K +3,890 +102%
PHK
1715
Point72 Hong Kong
Hong Kong
$678K +$678K +7,718 New
IF
1716
IRON Financial
Illinois
$672K +$88K +1,003 +15%
FFW
1717
Fusion Family Wealth
New York
$670K +$670K +7,628 New
AWA
1718
Arete Wealth Advisors
Illinois
$668K +$52.2K +594 +8%
DTL
1719
Dynamic Technology Lab
Singapore
$668K +$668K +7,595 New
MCA
1720
Mercer Capital Advisers
New Jersey
$666K
FHC
1721
First Heartland Consultants
Missouri
$665K -$78.4K -893 -11%
CIC
1722
Chilton Investment Company
Connecticut
$662K
QT
1723
Quantbot Technologies
New York
$662K +$662K +7,543 New
GA
1724
Gateway Advisory
New Jersey
$657K -$19.1K -226 -3%
HA
1725
Hamel Associates
New Jersey
$652K