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JPMorgan Chase

1,831 hedge funds and large institutions have $171B invested in JPMorgan Chase in 2015 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 788 increasing their positions, 724 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,831
Holders Change
-14
Holders Change %
-0.76%
% of All Funds
51.17%
Holding in Top 10
433
Holding in Top 10 Change
-43
Holding in Top 10 Change %
-9.03%
% of All Funds
12.1%
New
83
Increased
788
Reduced
724
Closed
82
Calls
$3.29B
Puts
$2.78B
Net Calls
+$511M
Net Calls Change
-$608M
Name Holding Trade Value Shares
Change
Shares
Change %
TJHA
1801
Thomas J. Herzfeld Advisors
Florida
$39K +$19.3K +316 +98%
FPFS
1802
First Personal Financial Services
North Carolina
$34K +$3.36K +55 +11%
RPG
1803
Risk Paradigm Group
Texas
$33.2K +$14.9K +244 +81%
IP
1804
Isthmus Partners
Wisconsin
$32K
AFS
1805
Aft Forsyth & Sober
Florida
$32K
SFPIA
1806
Stevens First Principles Investment Advisors
California
$30K +$30K +500 New
CP
1807
Corbenic Partners
Pennsylvania
$29K
YL
1808
YCG LLC
Texas
$28K +$28K +463 New
FNBOO
1809
First National Bank of Omaha
Nebraska
$21.1K +$437 +7,169 +2%
IF
1810
Ironwood Financial
Arizona
$21K
EMA
1811
Efficient Market Advisors
California
$19K +$731 +12 +4%
SAM
1812
Solaris Asset Management
New York
$18K
DA
1813
Dunvegan Associates
California
$16K
SHJ
1814
Sharkey, Howes & Javer
Colorado
$16K +$16K +252 New
SCP
1815
Syntal Capital Partners
Texas
$15K
PIM
1816
Parasol Investment Management
Illinois
$15K
HMS
1817
Hanseatic Management Services
New Mexico
$12K -$570K -9,402 -98%
CIM
1818
Cambria Investment Management
California
$11K
TIM
1819
Tortoise Investment Management
New York
$10K
ST
1820
Spot Trading
Illinois
$10K +$10K +168 New
PFO
1821
Pathstone Family Office
New Jersey
$9K +$9K +150 New
PRS
1822
Pinkerton Retirement Specialists
Idaho
$8K
NMIS
1823
Northwestern Mutual Investment Services
Wisconsin
$8K +$6.77K +116 +552%
OSAM
1824
O'Shaughnessy Asset Management
Connecticut
$7K -$1.67K -27 -19%
TCM
1825
TD Capital Management
Tennessee
$7K