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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 %
EP
2001
Elkhorn Partners
Nebraska
$292K
HC
2002
Hourglass Capital
Texas
$292K
CWM
2003
Cranbrook Wealth Management
Michigan
$288K
AIA
2004
AIMZ Investment Advisors
California
$284K
TCOO
2005
Trust Company of Oklahoma
Oklahoma
$283K
RT
2006
Reliance Trust
Georgia
$282K
DIP
2007
DT Investment Partners
Pennsylvania
$282K +$282K +3,085 New
CP
2008
Camelot Portfolios
Ohio
$281K -$46.7K -510 -14%
FM
2009
Family Management
New York
$281K +$281K +3,079 New
WFWM
2010
Wechter Feldman Wealth Management
New Jersey
$280K
AIS
2011
American Investment Services
Massachusetts
$280K +$280K +3,063 New
ACP
2012
Aveo Capital Partners
Colorado
$278K -$3.2K -35 -1%
NG
2013
Northstar Group
New York
$278K +$457 +5 +0.2%
PCTC
2014
Perkins Coie Trust Company
Washington
$277K +$32.9K +360 +13%
QC
2015
QCM Cayman
Texas
$277K +$277K +3,033 New
GAM
2016
Gemmer Asset Management
California
$276K +$365 +4 +0.1%
CPIG
2017
Chicago Partners Investment Group
Illinois
$275K -$1.55M -17,628 -85%
I2I
2018
Insight 2811 Inc
Illinois
$274K -$3.29K -36 -1%
DMC
2019
Drexel Morgan & Co
Pennsylvania
$274K
IWA
2020
Intercontinental Wealth Advisors
Texas
$273K -$90.8K -993 -25%
TIA
2021
Tandem Investment Advisors
South Carolina
$272K +$41.9K +458 +18%
FHB
2022
First Hawaiian Bank
Hawaii
$269K -$6.12K -67 -2%
BWFM
2023
Bridgewater Wealth & Financial Management
Maryland
$269K +$269K +2,945 New
AIM
2024
Allen Investment Management
New York
$266K -$55.9K -611 -17%
TIM
2025
Total Investment Management
Arizona
$266K -$8.23K -90 -3%