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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 %
VIA
2026
Vantage Investment Advisors
Pennsylvania
$266K +$69.7K +791 +35%
DSAM
2027
Dock Street Asset Management
Florida
$265K +$6.96K +76 +3%
BST
2028
Bath Savings Trust
Maine
$264K +$264K +2,885 New
CCM
2029
Colorado Capital Management
Colorado
$261K +$28.6K +314 +12%
GHA
2030
GW Henssler & Associates
Georgia
$261K +$261K +2,854 New
CIAS
2031
Capital Investment Advisory Services
North Carolina
$260K +$10K +110 +4%
VAM
2032
Visionary Asset Management
Texas
$260K +$260K +2,848 New
AAC
2033
Asset Advisors Corp
Georgia
$259K -$18.3K -200 -7%
NPPM
2034
North Point Portfolio Managers
Ohio
$259K
AMG
2035
Asset Management Group
Connecticut
$257K -$35.1K -385 -12%
CIA
2036
Cascade Investment Advisors
Oregon
$257K
GS
2037
Girard Securities
California
$256K +$363 +4 +0.1%
DAM
2038
Deltec Asset Management
New York
$256K +$256K +2,800 New
DLHL
2039
Donald L. Hagan LLC
Florida
$255K
JSA
2040
Jacobson & Schmitt Advisors
Wisconsin
$254K
JMFC
2041
J.M. Forbes & Co
Massachusetts
$250K -$13.9K -153 -5%
GAM
2042
Gould Asset Management
California
$250K
FMP
2043
Financial Management Professionals
Texas
$250K
RC
2044
Reik & Co
New York
$249K
NFG
2045
Nations Financial Group
Iowa
$247K +$37.4K +409 +18%
CL
2046
Croft-Leominster
Maryland
$246K -$119K -1,302 -33%
CAM
2047
Crestone Asset Management
Colorado
$246K +$246K +2,687 New
SBA
2048
Seven Bridges Advisors
New York
$246K +$246K +2,689 New
TSS
2049
Thomas Story & Son
Indiana
$245K
WA
2050
Winfield Associates
Ohio
$244K