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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 %
GWCM
1701
Godshalk Welsh Capital Management
Pennsylvania
$810K
BWP
1702
BSW Wealth Partners
Colorado
$810K +$363K +3,968 +81%
AIA
1703
Allegis Investment Advisors
Idaho
$809K +$80.6K +881 +11%
KAS
1704
Kemnay Advisory Services
New York
$809K +$809K +8,850 New
BRM
1705
Boston Research & Management
Massachusetts
$795K
HCM
1706
Highlander Capital Management
New Jersey
$795K
GIM
1707
Groesbeck Investment Management
New Jersey
$794K -$83.6K -914 -10%
BJ
1708
Brouwer & Janachowski
California
$794K +$416K +4,547 +110%
SC
1709
Searle & Co
Connecticut
$792K +$24.8K +271 +3%
KPF
1710
K2 Principal Fund
Ontario, Canada
$788K -$5.02M -54,850 -86%
KA
1711
Kovack Advisors
Florida
$786K -$102K -1,117 -11%
Kayne Anderson Rudnick Investment Management
1712
Kayne Anderson Rudnick Investment Management
California
$784K
WA
1713
Wealth Architects
California
$774K -$1.46K -16 -0.2%
OLA
1714
Oliver Luxxe Assets
New Jersey
$773K +$12.9K +141 +2%
SWA
1715
SFMG Wealth Advisors
Texas
$770K +$8.96K +98 +1%
BWM
1716
BerganKDV Wealth Management
Minnesota
$767K +$9.14K +100 +1%
GC
1717
Gilbert & Cook
Iowa
$763K +$406K +4,445 +114%
KSA
1718
Ken Stern & Associates
California
$760K -$7.51K -82 -1%
MM
1719
Midas Management
New York
$749K
CPA
1720
Capital Planning Advisors
California
$748K +$432K +4,722 +137%
LAM
1721
Lingohr Asset Management
Germany
$747K -$11.1K -126 -1%
PAM
1722
Palisade Asset Management
Minnesota
$747K +$9.15K +100 +1%
CA
1723
Cambridge Advisors
Nebraska
$747K +$16.1K +176 +2%
HK
1724
Horizon Kinetics
New York
$746K +$20.3K +222 +3%
DHFB
1725
Dixon Hubard Feinour & Brown
Virginia
$745K