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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 %
YMRC
1976
Yorktown Management & Research Company
Virginia
$320K
EWM
1977
Empirical Wealth Management
Washington
$319K +$63.7K +696 +25%
NWM
1978
Northwest Wealth Management
Iowa
$318K +$23.5K +257 +8%
CC
1979
Cedar Capital
Illinois
$317K +$20.7K +226 +7%
TCM
1980
Towercrest Capital Management
Pennsylvania
$315K
KP
1981
Keel Point
Alabama
$315K +$7.67K +84 +2%
RWA
1982
RGT Wealth Advisors
Texas
$315K +$23.8K +260 +8%
CPA
1983
Clear Perspective Advisors
Illinois
$314K +$18.3K +200 +6%
WA
1984
WP Advisors
California
$312K -$39.5K -432 -11%
HHAM
1985
HITE Hedge Asset Management
Massachusetts
$310K
MFW
1986
Mosaic Family Wealth
Missouri
$307K
RWMH
1987
Riverpoint Wealth Management Holdings
Illinois
$306K -$17K -182 -5%
QCMC
1988
Quantum Capital Management (California)
California
$305K -$24K -262 -7%
CCA
1989
Conestoga Capital Advisors
Pennsylvania
$305K
SCA
1990
Salient Capital Advisors
Texas
$304K +$27.4K +300 +10%
CFD
1991
Creative Financial Designs
Indiana
$303K -$90.7K -991 -23%
WI
1992
Wedgewood Investors
Pennsylvania
$301K
JGIA
1993
Jackson Grant Investment Advisers
Connecticut
$301K +$1.1K +12 +0.4%
JSL
1994
JT Stratford LLC
Georgia
$297K -$5.76K -63 -2%
MCM
1995
Millie Capital Management
California
$296K
TFO
1996
Tarbox Family Office
California
$296K +$165K +1,800 +125%
MLFP
1997
MPS Loria Financial Planners
Illinois
$296K +$296K +3,189 New
WA
1998
WealthTrust Axiom
Pennsylvania
$295K
TBA
1999
Train Babcock Advisors
New York
$294K
JC
2000
Jentner Corp
Ohio
$294K