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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 %
PRHC
1901
P.R. Herzig & Co
New York
$409K
WA1
1902
Wimmer Associates 1
California
$408K
PCP
1903
Proficio Capital Partners
Massachusetts
$403K +$25.5K +274 +7%
SFS
1904
Summit Financial Strategies
Ohio
$402K +$43.8K +479 +12%
GEM
1905
Global Endowment Management
North Carolina
$400K
JIP
1906
Jaffetilchin Investment Partners
Florida
$399K -$813K -8,905 -67%
MMA
1907
Miracle Mile Advisors
California
$399K +$47.3K +517 +13%
EBSAM
1908
Eubel Brady & Suttman Asset Management
Ohio
$396K -$12.3K -134 -3%
DE
1909
Day & Ennis
Georgia
$396K -$6.41K -70 -2%
PHAM
1910
Palisades Hudson Asset Management
Florida
$396K
BWA
1911
Burt Wealth Advisors
Maryland
$396K
MKC
1912
M. Kraus & Co
Vermont
$396K +$183 +2 +0%
FPF
1913
FNY Partners Fund
New York
$393K +$217K +2,369 +123%
BC
1914
Blueport Capital
Texas
$392K +$5.21K +57 +1%
DDC
1915
DF Dent & Co
Maryland
$391K -$59.3K -649 -13%
CC
1916
Cornerstone Capital
California
$390K
TFF
1917
The Family Firm
Maryland
$389K +$66.7K +730 +21%
OIA
1918
OneDigital Investment Advisors
Kansas
$389K +$389K +4,265 New
CCM
1919
Carlson Capital Management
Minnesota
$387K +$13.4K +146 +4%
ORI
1920
Oak Ridge Investments
Illinois
$387K +$112K +1,227 +41%
CCM
1921
Cribstone Capital Management
Maine
$384K -$8.86K -97 -2%
MSE
1922
MUFG Securities EMEA
United Kingdom
$382K
ACA
1923
Ackerman Capital Advisors
Texas
$381K +$381K +4,169 New
GG
1924
GenWealth Group
New Jersey
$381K +$381K +4,179 New
OMC
1925
Old Mission Capital
Illinois
$380K +$152K +1,662 +66%