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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 %
LI
1876
LVZ Inc
Michigan
$453K +$91 +1 +0%
CAS
1877
Cue Advisory Services
Arizona
$453K +$199K +2,182 +79%
ODCM
1878
Old Dominion Capital Management
Virginia
$451K +$451K +4,937 New
CWA
1879
Cypress Wealth Advisors
California
$450K -$487K -5,321 -52%
DAM
1880
Doheny Asset Management
California
$449K -$4.57K -50 -1%
RIG
1881
Renaissance Investment Group
Massachusetts
$449K
JWA
1882
JFS Wealth Advisors
Pennsylvania
$447K -$282K -3,080 -39%
VNA
1883
Valley National Advisers
Pennsylvania
$447K -$28K -306 -6%
HWA
1884
Heritage Wealth Advisors
Virginia
$443K +$9.31K +102 +2%
CVM
1885
Cheviot Value Management
California
$443K +$16.4K +180 +4%
HAIM
1886
Hunter Associates Investment Management
Pennsylvania
$443K +$45.7K +500 +11%
RPAM
1887
Rhenman & Partners Asset Management
Sweden
$442K
FLII
1888
First Long Island Investors
New York
$442K +$442K +4,831 New
FIG
1889
FundX Investment Group
California
$440K
AAP
1890
Arax Advisory Partners
Colorado
$434K -$8.2K -90 -2%
EIA
1891
Edgemoor Investment Advisors
Maryland
$434K +$134K +1,470 +45%
CAMG
1892
CWA Asset Management Group
Florida
$431K +$201K +2,201 +88%
RVPG
1893
Relative Value Partners Group
$430K -$101K -1,108 -19%
MCM
1894
MV Capital Management
Maryland
$428K +$39.2K +429 +10%
PCA
1895
Private Capital Advisors
Connecticut
$423K +$45.7K +500 +12%
WDA
1896
Wendell David Associates
New Hampshire
$422K +$21.3K +233 +5%
UWPG
1897
Ullmann Wealth Partners Group
Florida
$420K +$266K +2,917 +173%
HPWM
1898
Highland Private Wealth Management
Washington
$419K -$183 -2 -0%
APSI
1899
Asset Planning Services Inc
Louisiana
$414K
STMM
1900
South Texas Money Management
Texas
$411K -$915 -10 -0.2%