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JPMorgan Chase

2,441 hedge funds and large institutions have $277B invested in JPMorgan Chase in 2018 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 967 increasing their positions, 1,099 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,441
Holders Change
+21
Holders Change %
+0.87%
% of All Funds
56.02%
Holding in Top 10
694
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+5.47%
% of All Funds
15.93%
New
131
Increased
967
Reduced
1,099
Closed
81
Calls
$3.22B
Puts
$3.32B
Net Calls
-$107M
Net Calls Change
+$1.68B
Name Holding Trade Value Shares
Change
Shares
Change %
SP
2051
Successful Portfolios
Florida
$523K +$34.1K +310 +7%
Capstone Investment Advisors
2052
Capstone Investment Advisors
New York
$522K +$522K +4,747 New
PFA
2053
Pathway Financial Advisors
Vermont
$520K -$3.85K -35 -0.7%
MAM
2054
Mark Asset Management
New York
$519K +$519K +4,724 New
BCM
2055
Bienville Capital Management
New York
$516K -$375K -3,405 -42%
CF
2056
Copperwynd Financial
Arizona
$515K +$26.4K +240 +5%
NFG
2057
Nadler Financial Group
Illinois
$514K -$54K -491 -10%
FA
2058
Forefront Analytics
Pennsylvania
$508K +$136K +1,242 +37%
WA
2059
WealthTrust Axiom
Pennsylvania
$506K +$80.9K +736 +19%
BRA
2060
Bender Robert & Associates
California
$505K -$18.5K -168 -4%
FRA
2061
Front Row Advisors
California
$505K +$11.7K +106 +2%
CCM
2062
Cribstone Capital Management
Maine
$500K +$23K +209 +5%
FHC
2063
First Heartland Consultants
Missouri
$500K +$100K +912 +25%
EIA
2064
Edgemoor Investment Advisors
Maryland
$499K +$12.1K +110 +2%
APSI
2065
Asset Planning Services Inc
Louisiana
$498K
JA
2066
JOYN Advisors
Georgia
$495K -$159K -1,448 -24%
VHAM
2067
Van Hulzen Asset Management
California
$493K -$997K -9,073 -67%
DIP
2068
DT Investment Partners
Pennsylvania
$493K +$11.6K +106 +2%
BIA
2069
BHK Investment Advisors
Alabama
$488K +$138K +1,254 +39%
TDC
2070
Thompson Davis & Co
Virginia
$487K +$461K +4,189 +1,745%
LI
2071
LVZ Inc
Michigan
$484K -$110K -999 -18%
RWA
2072
RGT Wealth Advisors
Texas
$483K +$115K +1,048 +31%
SFG
2073
SNS Financial Group
Minnesota
$476K -$165K -1,497 -26%
AIS
2074
American Investment Services
Massachusetts
$475K +$65.5K +596 +16%
RSVP
2075
Ramsay Stattman Vela & Price
Colorado
$474K