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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 %
LCM
2026
Lucas Capital Management
New Jersey
$223K
CAMG
2027
CWA Asset Management Group
Florida
$221K +$221K +2,512 New
TIA
2028
Tandem Investment Advisors
South Carolina
$221K +$221K +2,513 New
ECA
2029
Endeavour Capital Advisors
Connecticut
$220K -$89.5M -1,020,065 -100%
VCM
2030
Vigilant Capital Management
Maine
$220K
ROC
2031
River Oaks Capital
Minnesota
$220K
OMC
2032
Old Mission Capital
Illinois
$220K +$220K +2,500 New
MIP
2033
Marietta Investment Partners
Wisconsin
$220K +$220K +2,510 New
MIC
2034
MU Investments Company
Japan
$215K -$24.1K -270 -10%
SRCM
2035
Swift Run Capital Management
Virginia
$214K -$5.44K -62 -2%
FNBOH
2036
First National Bank of Hutchinson
Kansas
$214K
IWA
2037
Inspirion Wealth Advisors
Illinois
$213K +$213K +2,420 New
UBV
2038
United Bank (Virginia)
Virginia
$213K +$213K +2,422 New
BMCM
2039
Bryn Mawr Capital Management
Pennsylvania
$212K +$4.13K +47 +2%
IP
2040
Isthmus Partners
Wisconsin
$211K -$11K -125 -5%
FGP
2041
Foyston, Gordon, & Payne
Ontario, Canada
$211K
FCIM
2042
Fairview Capital Investment Management
California
$211K
B
2043
Brightworth
Georgia
$210K
FWM
2044
FFT Wealth Management
Pennsylvania
$210K +$210K +2,386 New
MWM
2045
Mascoma Wealth Management
New Hampshire
$208K
FTI
2046
Fiduciary Trust International
Massachusetts
$207K +$207K +2,359 New
SIG
2047
Sky Investment Group
Connecticut
$206K -$7.11K -81 -3%
HS
2048
Huntington Steele
Pennsylvania
$206K
WCM
2049
Wallace Capital Management
Texas
$205K -$11.4K -130 -5%
VIMU
2050
Veritas Investment Management (UK)
United Kingdom
$202K -$64.1K -730 -24%