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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 %
EAM
1826
Evanson Asset Management
California
$537K +$18K +197 +3%
MCA
1827
Morris Capital Advisors
Pennsylvania
$536K -$21.6K -236 -4%
PIM
1828
Provident Investment Management
Michigan
$536K
Members Trust
1829
Members Trust
Florida
$534K -$45.5K -498 -8%
MC
1830
Miles Capital
Iowa
$527K +$45K +492 +9%
CCMW
1831
Cypress Capital Management (Wyoming)
Wyoming
$526K -$7.5K -82 -1%
OFW
1832
Omnia Family Wealth
Florida
$523K +$28.5K +312 +6%
PCM
1833
Penserra Capital Management
California
$521K +$126K +1,384 +32%
BCM
1834
Brookstone Capital Management
Illinois
$520K +$26.4K +289 +5%
AWM
1835
Affinity Wealth Management
Delaware
$519K -$11.3K -124 -2%
SE
1836
Summit Equities
New Jersey
$518K +$518K +5,664 New
BAM
1837
Bruderman Asset Management
New York
$515K +$274 +3 +0.1%
MWP
1838
Moller Wealth Partners
$512K
AF
1839
Aldebaran Financial
$510K -$38.5K -421 -7%
B
1840
Bellecapital
Switzerland
$509K
BHA
1841
Beech Hill Advisors
New York
$509K +$13.7K +150 +3%
CCP
1842
Clarkston Capital Partners
Michigan
$507K +$187K +2,048 +58%
SQA
1843
Simon Quick Advisors
New Jersey
$504K -$395K -4,330 -44%
RFA
1844
Reilly Financial Advisors
California
$497K -$3.47K -38 -0.7%
FWM
1845
Focused Wealth Management
New York
$496K +$183 +2 +0%
FCFS
1846
First Command Financial Services
Texas
$496K +$32K +350 +7%
FCB
1847
First Command Bank
Texas
$496K +$32K +350 +7%
MSAM
1848
Moloney Securities Asset Management
Missouri
$494K -$80.1K -876 -14%
AZA
1849
Arthur Zaske & Associates
Michigan
$492K +$6.3K +69 +1%
OAM
1850
Oberweis Asset Management
Illinois
$492K +$26.4K +289 +6%