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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 %
RWM
1776
Ritholtz Wealth Management
New York
$635K +$635K +6,952 New
AIM
1777
Arcadia Investment Management
Michigan
$634K +$6.86K +75 +1%
AF
1778
Affiance Financial
Minnesota
$633K -$457 -5 -0.1%
SMC
1779
Smith, Moore & Co
Missouri
$629K -$13.2K -144 -2%
RHAM
1780
Round Hill Asset Management
California
$623K -$9.88K -108 -2%
PFA
1781
Paradigm Financial Advisors
Missouri
$622K
CA
1782
Cornerstone Advisory
Maryland
$620K +$30.4K +332 +5%
HHGA
1783
Halbert Hargrove Global Advisors
California
$619K -$42.2K -462 -6%
WDL
1784
Well Done LLC
Michigan
$619K
GRP
1785
Global Retirement Partners
California
$619K +$122K +1,336 +25%
ADBIC
1786
A.D. Beadell Investment Counsel
Wisconsin
$619K +$619K +6,780 New
CIM
1787
Cetera Investment Management
California
$614K -$187K -2,062 -23%
RCG
1788
Ruane, Cunniff & Goldfarb
New York
$614K -$181K -1,981 -23%
AW
1789
Alpha Windward
Massachusetts
$614K -$5.03K -55 -0.8%
NHC
1790
Nicholas Hoffman & Company
Georgia
$612K -$52.2K -571 -8%
CAG
1791
Crestwood Advisors Group
Massachusetts
$610K -$112K -1,229 -16%
IIM
1792
Ironwood Investment Management
Massachusetts
$609K +$233K +2,550 +62%
LCM
1793
LVM Capital Management
Michigan
$609K +$295K +3,230 +94%
IIA
1794
IPG Investment Advisors
California
$608K +$1.55K +17 +0.3%
WCM
1795
Weatherstone Capital Management
Colorado
$605K +$344K +3,758 +131%
GSBTD
1796
Glenview State Bank Trust Department
Illinois
$604K
WMC
1797
Westwood Management Corporation
Illinois
$594K
RMCM
1798
Reynders McVeigh Capital Management
Massachusetts
$592K -$9.14K -100 -2%
SXL
1799
Summit X LLC
Missouri
$588K +$588K +6,465 New
PL
1800
Plancorp LLC
Missouri
$586K +$17K +185 +3%