JPM icon

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 %
HPIA
1951
Hamilton Point Investment Advisors
North Carolina
$347K
HS
1952
HighVista Strategies
Massachusetts
$347K +$347K +3,800 New
FPCP
1953
Fort Point Capital Partners
California
$345K -$45.7K -500 -12%
EF
1954
Empirical Finance
Pennsylvania
$345K +$345K +3,774 New
CHP
1955
Cable Hill Partners
Oregon
$342K -$18.5K -200 -5%
HKIM
1956
Hayek Kallen Investment Management
Alabama
$342K +$29K +317 +9%
LRIC
1957
Long Road Investment Counsel
Michigan
$341K -$64K -700 -16%
FAN
1958
Financial Advisors Network
California
$341K -$31.6K -345 -8%
GWS
1959
Glassman Wealth Services
Virginia
$341K +$24.2K +265 +8%
NFG
1960
Nadler Financial Group
Illinois
$339K -$81.7K -894 -19%
SIAS
1961
Shine Investment Advisory Services
Colorado
$336K +$93.9K +1,027 +39%
WI
1962
WBI Investments
New Jersey
$336K +$336K +3,671 New
CA
1963
Continuum Advisory
Idaho
$335K +$81.4K +890 +32%
SNBOSD
1964
Security National Bank of So Dak
Iowa
$332K -$1.65K -18 -0.5%
FCMC
1965
Founders Capital Management (Connecticut)
Connecticut
$332K
QSS
1966
Quantitative Systematic Strategies
Florida
$332K +$332K +3,640 New
PAG
1967
Pinnacle Advisory Group
Maryland
$331K -$23.1K -253 -7%
IHL
1968
Investment House LLC
California
$331K
PCM
1969
Peak Capital Management
Colorado
$331K +$331K +3,619 New
ZIG
1970
Zuckerman Investment Group
Illinois
$329K +$22K +240 +7%
BFM
1971
Boothbay Fund Management
New York
$327K -$142K -1,548 -30%
HF
1972
HRT Financial
New York
$327K -$38.5K -421 -11%
MWM
1973
Modera Wealth Management
New Jersey
$322K -$23.3K -255 -7%
LCP
1974
Legacy Capital Partners
Wisconsin
$322K
WRM
1975
Weybosset Research & Management
Rhode Island
$321K +$9.95K +109 +3%