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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 %
PCC
2076
Park Circle Company
Maryland
$114K -$52.6K -600 -32%
CRCP
2077
Copper Rock Capital Partners
Massachusetts
$113K -$356K -4,009 -76%
AFA
2078
Abacus FCF Advisors
Florida
$112K +$112K +1,275 New
CAL
2079
Capital Advisors Ltd
Ohio
$111K -$10.2K -116 -8%
IR
2080
Invictus RG
Bermuda
$110K +$110K +1,250 New
TIM
2081
Tortoise Investment Management
New York
$108K -$30.8K -350 -22%
ACM
2082
AUA Capital Management
Pennsylvania
$107K -$260K -2,950 -71%
LA
2083
Legacy Advisors
Pennsylvania
$102K
SCA
2084
Stuart Chaussee & Associates
California
$98K -$100K -1,137 -51%
SGAM
2085
Smith Group Asset Management
Texas
$97K -$7.94K -90 -8%
AA
2086
AlphaMark Advisors
Kentucky
$94K
CFA
2087
Camarda Financial Advisors
Florida
$93K -$44.3K -507 -32%
NCM
2088
New Capital Management
Texas
$93K +$440 +5 +0.5%
BC
2089
Blackhill Capital
New Jersey
$88K
TCM
2090
TD Capital Management
Tennessee
$81K +$353 +4 +0.4%
TWMP
2091
Taylor Wealth Management Partners
Massachusetts
$79K
SAM
2092
Solaris Asset Management
New York
$70K +$5.04K +57 +8%
PO
2093
Private Ocean
California
$65K
RPG
2094
Risk Paradigm Group
Texas
$63.4K -$82.1K -935 -56%
BCFS
2095
Butensky & Cohen Financial Security
Florida
$62K
DPA
2096
Delphi Private Advisors
California
$58K -$34.3K -390 -37%
LYV
2097
Live Your Vision
Pennsylvania
$57K
FPTW
2098
Franklin, Parlapiano, Turner & Welch
Texas
$57K
AI
2099
ArchPoint Investors
Florida
$52K +$52K +600 New
HFM
2100
Harvest Fund Management
China
$51K