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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 %
CIAS
2001
Capital Investment Advisory Services
North Carolina
$240K -$103K -1,178 -30%
FMP
2002
Financial Management Professionals
Texas
$240K +$13.2K +150 +6%
GAM
2003
Gould Asset Management
California
$240K +$240K +2,736 New
RC
2004
Reik & Co
New York
$239K -$878K -10,000 -79%
TCM
2005
Tradewinds Capital Management
Washington
$239K +$63K +717 +36%
JC
2006
Jacobs & Co
California
$239K +$107K +2,394 +81%
AIS
2007
Accurate Investment Solutions
Pennsylvania
$238K +$44.1K +502 +23%
TSS
2008
Thomas Story & Son
Indiana
$236K -$8.8K -100 -4%
ACM
2009
Alta Capital Management
Utah
$235K -$73.7K -841 -24%
PCTC
2010
Perkins Coie Trust Company
Washington
$235K
WA
2011
Winfield Associates
Ohio
$235K +$70.3K +800 +43%
H
2012
Hexavest
Quebec, Canada
$234K
TRCT
2013
Tower Research Capital (TRC)
New York
$233K -$7M -79,607 -97%
SEIA
2014
Signature Estate & Investment Advisors
California
$233K +$90.7K +1,031 +64%
SIAS
2015
Shine Investment Advisory Services
Colorado
$233K +$233K +2,647 New
DPI
2016
Diversified Portfolios Inc
Michigan
$232K +$232K +2,644 New
WI
2017
WrapManager Inc
California
$231K -$43.7K -497 -16%
PFGIA
2018
Patriot Financial Group Insurance Agency
Massachusetts
$230K
CA
2019
Capital Advantage
California
$228K -$18.7K -213 -8%
HCA
2020
Heck Capital Advisors
Wisconsin
$228K -$11K -125 -5%
BL
2021
Balentine LLC
Georgia
$227K +$59.9K +681 +36%
SFM
2022
Signet Financial Management
New Jersey
$225K -$9.73K -111 -4%
CCM
2023
Colorado Capital Management
Colorado
$224K +$6.59K +75 +3%
VCP
2024
Vista Capital Partners
Oregon
$224K +$7.91K +90 +4%
WFG
2025
Windsor Financial Group
Minnesota
$224K +$224K +2,545 New