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JPMorgan Chase

1,845 hedge funds and large institutions have $187B invested in JPMorgan Chase in 2015 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 765 increasing their positions, 730 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,845
Holders Change
+44
Holders Change %
+2.44%
% of All Funds
49.76%
Holding in Top 10
476
Holding in Top 10 Change
+118
Holding in Top 10 Change %
+32.96%
% of All Funds
12.84%
New
126
Increased
765
Reduced
730
Closed
59
Calls
$3.76B
Puts
$2.64B
Net Calls
+$1.12B
Net Calls Change
+$1.13B
Name Holding Trade Value Shares
Change
Shares
Change %
LFR
1801
Lehman Financial Resources
Pennsylvania
$57K
CFN
1802
Cordasco Financial Network
Florida
$53K
SA
1803
SRH Advisors
Kansas
$50K
IMS
1804
Index Management Solutions
Pennsylvania
$49K +$43.7K +645 +827%
BCFS
1805
Butensky & Cohen Financial Security
Florida
$48K +$14K +205 +41%
AWM
1806
Avior Wealth Management
Nebraska
$45K -$4.89K -75 -10%
NC
1807
NewSquare Capital
Pennsylvania
$44K +$11.5K +170 +35%
NHFG
1808
New Harbor Financial Group
Massachusetts
$40K +$40K +597 New
UB
1809
UMB Bank
Missouri
$36.5K +$11.6K +171,862 +47%
AFS
1810
Aft Forsyth & Sober
Florida
$36K
IP
1811
Isthmus Partners
Wisconsin
$35K
FPFS
1812
First Personal Financial Services
North Carolina
$34K
DOA
1813
D'Orazio & Associates
Virginia
$33K
CP
1814
Corbenic Partners
Pennsylvania
$32K
CGH
1815
Cleary Gull Holdings
Wisconsin
$30K +$30K +450 New
Fiera Capital (Canada)
1816
Fiera Capital (Canada)
Quebec, Canada
$26.9K -$2.76K -40,712 -9%
IF
1817
Ironwood Financial
Arizona
$23K
TJHA
1818
Thomas J. Herzfeld Advisors
Florida
$22K
FNBOO
1819
First National Bank of Omaha
Nebraska
$21.4K
RPG
1820
Risk Paradigm Group
Texas
$20.3K
ECM
1821
Element Capital Management
New York
$20.3K +$20.3K +300 New
EMA
1822
Efficient Market Advisors
California
$20K
CF
1823
CenterStar Fund
Illinois
$20K
SAM
1824
Solaris Asset Management
New York
$20K
DA
1825
Dunvegan Associates
California
$18K