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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 %
EA
1926
Elm Advisors
California
$378K
MA
1927
Marshwinds Advisory
Georgia
$376K +$457 +5 +0.1%
TAM
1928
Trillium Asset Management
Massachusetts
$375K +$23.1K +253 +7%
RG
1929
Rikoon Group
New Mexico
$373K -$12.9K -141 -3%
RSVP
1930
Ramsay Stattman Vela & Price
Colorado
$372K
FC
1931
Financial Consulate
Maryland
$372K +$4.02K +44 +1%
CWM
1932
Concert Wealth Management
California
$370K -$2.13M -23,312 -85%
SIM
1933
Sadoff Investment Management
Wisconsin
$370K +$10.8K +118 +3%
GAMC
1934
Garner Asset Management Corp
Texas
$370K +$370K +4,046 New
CIP
1935
Capital Insight Partners
Arizona
$369K -$155K -1,698 -30%
VCM
1936
Versant Capital Management
Arizona
$367K +$28.3K +310 +8%
IT
1937
Independence Trust
Tennessee
$365K -$41.2K -450 -10%
SWK
1938
Stephen W. Kidder
$365K -$4.57K -50 -1%
HCM
1939
Harvey Capital Management
Florida
$365K
MAM
1940
Morse Asset Management
Connecticut
$365K +$32K +350 +10%
ST
1941
Sabal Trust
Florida
$365K +$44.4K +486 +14%
FAM
1942
Formidable Asset Management
Ohio
$364K +$7.86K +86 +2%
HWM
1943
Highwater Wealth Management
Colorado
$363K +$78.5K +858 +28%
BCM
1944
Baltimore Capital Management
Maryland
$362K
Verition Fund Management
1945
Verition Fund Management
Connecticut
$361K -$1.71M -18,713 -83%
CCM
1946
Consolidated Capital Management
California
$357K -$41.2K -451 -10%
PV
1947
Private Vista
Illinois
$355K +$355K +3,900 New
WVP
1948
Worth Venture Partners
New Jersey
$354K -$53.1K -580 -13%
VHAM
1949
Van Hulzen Asset Management
California
$353K +$45.7K +500 +15%
ACM
1950
AUA Capital Management
Pennsylvania
$351K +$240K +2,630 +216%