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 %
BA
1751
BKS Advisors
Michigan
$682K +$16K +175 +2%
BCM
1752
Bienville Capital Management
New York
$677K +$119K +1,300 +21%
GI
1753
GS Investments
Minnesota
$676K +$676K +7,400 New
IIM
1754
Intact Investment Management
Quebec, Canada
$676K
LFG
1755
LifePlan Financial Group
Ohio
$676K
FNBSF
1756
First National Bank Sioux Falls
South Dakota
$676K +$90.5K +990 +15%
WCM
1757
Weik Capital Management
Pennsylvania
$671K +$58.1K +635 +9%
HJA
1758
Hugh Johnson Advisors
New York
$670K +$57.8K +632 +9%
FHC
1759
First Heartland Consultants
Missouri
$668K -$23.5K -257 -3%
CIM
1760
Confluence Investment Management
Missouri
$668K +$317K +3,470 +90%
WSL
1761
Western Standard LLC
California
$667K +$667K +7,300 New
CYG
1762
Clean Yield Group
Vermont
$660K
WA
1763
WESPAC Advisors
California
$659K +$659K +7,214 New
PCMC
1764
Paragon Capital Management (Colorado)
Colorado
$657K +$26.7K +292 +4%
SIM
1765
Sonora Investment Management
Arizona
$652K
RWM
1766
Rench Wealth Management
Texas
$650K +$229K +2,506 +54%
TPW
1767
Tiller Private Wealth
Pennsylvania
$648K
KIC
1768
Keating Investment Counselors
Florida
$647K -$22.8K -250 -3%
PCM
1769
Pointe Capital Management
Michigan
$647K +$183K +2,000 +39%
Edgewood Management
1770
Edgewood Management
Connecticut
$644K -$4.57K -50 -0.7%
CCB
1771
Cutter & Co Brokerage
Missouri
$644K +$4.57K +50 +0.7%
RW
1772
REDW Wealth
New Mexico
$644K +$11K +120 +2%
PGA
1773
Portland Global Advisors
Maine
$642K
AWE
1774
Avidian Wealth Enterprises
Texas
$636K +$32.3K +354 +5%
NED
1775
Nancy E. Dempze
$635K