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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 %
FBFS
2051
First Business Financial Services
Wisconsin
$202K +$202K +2,299 New
NFG
2052
Nations Financial Group
Iowa
$201K +$201K +2,289 New
VIA
2053
Vantage Investment Advisors
Pennsylvania
$196K -$8.18K -93 -4%
CMBA
2054
C.M. Bidwell & Associates
Hawaii
$196K
AOWM
2055
Alpha Omega Wealth Management
Virginia
$194K
CFA
2056
CT Financial Advisors
Pennsylvania
$192K
WIM
2057
Westside Investment Management
California
$192K +$73.3K +850 +62%
BC
2058
Barnett & Company
Tennessee
$183K
TCCM
2059
Timber Creek Capital Management
Massachusetts
$177K -$17.6K -200 -9%
SC
2060
SRB Corp
Massachusetts
$174K -$18.6K -212 -10%
FPF
2061
FNY Partners Fund
New York
$169K +$147K +1,676 +657%
ARMC
2062
American Research & Management Company
Massachusetts
$160K -$78.5K -896 -33%
MUS
2063
Mitsubishi UFJ Securities
Japan
$159K -$27.2K -310 -15%
TCM
2064
Tanaka Capital Management
New York
$152K
ED
2065
Exane Derivatives
France
$151K -$423K -4,815 -74%
CLM
2066
ClearBridge LLC (Maryland)
Maryland
$151K -$52.7K -600 -26%
BIG
2067
Bellwether Investment Group
Tennessee
$150K -$618K -7,038 -80%
MWM
2068
MinichMacGregor Wealth Management
New York
$149K -$175 -2 -0.1%
UWPG
2069
Ullmann Wealth Partners Group
Florida
$148K +$148K +1,689 New
HCM
2070
Horrell Capital Management
Arkansas
$145K +$6.87K +78 +5%
AF
2071
Allworth Financial
California
$135K -$70.8K -806 -34%
MSFP
2072
Mark Sheptoff Financial Planning
Connecticut
$134K +$88 +1 +0.1%
TFO
2073
Tarbox Family Office
California
$126K
PCFFS
2074
Pacific Center for Financial Services
California
$123K +$15.5K +177 +14%
TJHA
2075
Thomas J. Herzfeld Advisors
Florida
$115K -$13K -148 -10%