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JPMorgan Chase

2,144 hedge funds and large institutions have $234B invested in JPMorgan Chase in 2017 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 791 increasing their positions, 1,013 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,144
Holders Change
+60
Holders Change %
+2.88%
% of All Funds
53.45%
Holding in Top 10
567
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-8.1%
% of All Funds
14.14%
New
146
Increased
791
Reduced
1,013
Closed
65
Calls
$2.8B
Puts
$3.74B
Net Calls
-$938M
Net Calls Change
-$596M
Name Holding Trade Value Shares
Change
Shares
Change %
NG
1976
Northstar Group
New York
$266K -$25.9K -296 -9%
SCA
1977
Salient Capital Advisors
Texas
$266K -$4.84K -55 -2%
AAC
1978
Asset Advisors Corp
Georgia
$266K
FI
1979
FormulaFolio Investments
Michigan
$266K +$266K +3,028 New
GAM
1980
Gemmer Asset Management
California
$265K +$263 +3 +0.1%
FHB
1981
First Hawaiian Bank
Hawaii
$265K +$265K +3,014 New
PAG
1982
Private Advisory Group
Washington
$265K +$265K +3,024 New
ORI
1983
Oak Ridge Investments
Illinois
$264K -$108K -1,227 -29%
DMC
1984
Drexel Morgan & Co
Pennsylvania
$264K
TIM
1985
Total Investment Management
Arizona
$264K +$34.8K +396 +15%
BII
1986
Bainco International Investors
Massachusetts
$256K -$8.79K -100 -3%
JMFC
1987
J.M. Forbes & Co
Massachusetts
$254K
MHIC
1988
Marble Harbor Investment Counsel
Massachusetts
$252K +$252K +2,871 New
WCM
1989
Weatherstone Capital Management
Colorado
$251K +$38.1K +434 +18%
NPPM
1990
North Point Portfolio Managers
Ohio
$249K +$17.6K +200 +8%
DSAM
1991
Dock Street Asset Management
Florida
$248K
GS
1992
Girard Securities
California
$247K -$33.2K -379 -12%
CIA
1993
Cascade Investment Advisors
Oregon
$247K -$74.3K -846 -23%
EWM
1994
Empirical Wealth Management
Washington
$245K +$4.57K +52 +2%
DLHL
1995
Donald L. Hagan LLC
Florida
$245K +$245K +2,788 New
CAS
1996
Cue Advisory Services
Arizona
$244K -$28.8K -327 -11%
CA
1997
Continuum Advisory
Idaho
$244K +$244K +2,773 New
JSA
1998
Jacobson & Schmitt Advisors
Wisconsin
$244K +$244K +2,781 New
WP
1999
WealthPLAN Partners
Nebraska
$243K +$243K +2,815 New
SIA
2000
Starfire Investment Advisers
Michigan
$243K