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JPMorgan Chase

1,899 hedge funds and large institutions have $159B invested in JPMorgan Chase in 2016 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 883 increasing their positions, 721 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,899
Holders Change
-41
Holders Change %
-2.11%
% of All Funds
50.68%
Holding in Top 10
315
Holding in Top 10 Change
-129
Holding in Top 10 Change %
-29.05%
% of All Funds
8.41%
New
101
Increased
883
Reduced
721
Closed
118
Calls
$2.04B
Puts
$1.8B
Net Calls
+$245M
Net Calls Change
+$760M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
1851
Blackhill Capital
New Jersey
$59K
CGH
1852
Cleary Gull Holdings
Wisconsin
$56K +$5.9K +100 +12%
KLI
1853
Kelman-Lazarov Inc
Tennessee
$55K +$55K +925 New
SCA
1854
Stuart Chaussee & Associates
California
$54K +$30.3K +525 +128%
TWMP
1855
Taylor Wealth Management Partners
Massachusetts
$53K -$23.6K -400 -31%
OAJ
1856
Ogorek Anthony Joseph
New York
$51K
TSU
1857
TD Securities (USA)
New York
$49K +$118 +2 +0.2%
Nuveen Asset Management
1858
Nuveen Asset Management
Illinois
$48.2K -$11.5K -194,834 -19%
AWMS
1859
Advocacy Wealth Management Services
Georgia
$48K -$2.51K -42 -5%
PCP
1860
Proficio Capital Partners
Massachusetts
$47K +$1.13K +19 +2%
TJHA
1861
Thomas J. Herzfeld Advisors
Florida
$45K +$45K +759 New
SA
1862
SRH Advisors
Kansas
$44K
PO
1863
Private Ocean
California
$44K
BCFS
1864
Butensky & Cohen Financial Security
Florida
$42K -$6.91K -116 -14%
TFA
1865
Transamerica Financial Advisors
Florida
$39K -$18K -300 -32%
SMG
1866
Spectrum Management Group
Indiana
$37K
AI
1867
ArchPoint Investors
Florida
$36K
HWP
1868
Hefty Wealth Partners
Indiana
$32K -$1.32M -22,636 -98%
IP
1869
Isthmus Partners
Wisconsin
$31K
FPTW
1870
Franklin, Parlapiano, Turner & Welch
Texas
$29K
CP
1871
Corbenic Partners
Pennsylvania
$28K -$3.06K -52 -10%
DOA
1872
D'Orazio & Associates
Virginia
$28K -$59 -1 -0.2%
YL
1873
YCG LLC
Texas
$27K
RWG
1874
Regal Wealth Group
California
$27K +$59 +1 +0.2%
CFA
1875
Camarda Financial Advisors
Florida
$24K