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JPMorgan Chase

2,441 hedge funds and large institutions have $277B invested in JPMorgan Chase in 2018 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 967 increasing their positions, 1,099 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,441
Holders Change
+21
Holders Change %
+0.87%
% of All Funds
56.02%
Holding in Top 10
694
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+5.47%
% of All Funds
15.93%
New
131
Increased
967
Reduced
1,099
Closed
81
Calls
$3.22B
Puts
$3.32B
Net Calls
-$107M
Net Calls Change
+$1.68B
Name Holding Trade Value Shares
Change
Shares
Change %
PA
1826
Probity Advisors
Texas
$987K -$21.9K -199 -2%
SIM
1827
Sonora Investment Management
Arizona
$985K +$147K +1,341 +18%
FAM
1828
Flaharty Asset Management
Florida
$984K +$564K +5,227 +134%
GTAM
1829
Global Trust Asset Management
Florida
$977K +$343K +3,120 +54%
RGIA
1830
Rainier Group Investment Advisory
Washington
$975K -$164K -1,487 -14%
BRM
1831
Boston Research & Management
Massachusetts
$973K
PCM
1832
Poehling Capital Management
Wisconsin
$970K
SRSA
1833
S.R. Schill & Associates
Washington
$969K -$115K -1,046 -11%
MSU
1834
Mizuho Securities USA
New York
$968K -$1.07M -9,701 -52%
PCM
1835
Penserra Capital Management
California
$963K +$147K +1,339 +18%
SC
1836
Searle & Co
Connecticut
$959K
WCM
1837
Weik Capital Management
Pennsylvania
$958K -$2.75K -25 -0.3%
CCG
1838
Chatham Capital Group
Georgia
$958K +$33.4K +304 +4%
ORI
1839
Oak Ridge Investments
Illinois
$955K -$9.68K -88 -1%
SMFS
1840
Squar Milner Financial Services
California
$954K +$10.5K +95 +1%
DHFB
1841
Dixon Hubard Feinour & Brown
Virginia
$948K +$46.8K +425 +5%
Kayne Anderson Rudnick Investment Management
1842
Kayne Anderson Rudnick Investment Management
California
$944K
NWM
1843
Northwest Wealth Management
Iowa
$938K -$553K -5,028 -37%
GCM
1844
Graham Capital Management
Connecticut
$937K -$174K -1,584 -16%
PFA
1845
Paradigm Financial Advisors
Missouri
$937K
RP
1846
Rowlandmiller & Partners
Georgia
$927K -$11K -100 -1%
CAS
1847
Cue Advisory Services
Arizona
$926K +$136K +1,234 +17%
FFW
1848
Fusion Family Wealth
New York
$925K -$42.4K -386 -4%
IWP
1849
Icon Wealth Partners
Texas
$918K -$195K -1,777 -18%
GWCM
1850
Godshalk Welsh Capital Management
Pennsylvania
$913K