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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 %
FNBOH
2076
First National Bank of Hutchinson
Kansas
$224K -$1.86K -20 -0.8%
SRCM
2077
Swift Run Capital Management
Virginia
$223K
MWM
2078
Mascoma Wealth Management
New Hampshire
$223K +$6.67K +73 +3%
KFS
2079
Kurt F. Somerville
$222K -$91.2K -1,000 -29%
HCA
2080
Heck Capital Advisors
Wisconsin
$220K -$16.5K -180 -7%
IP
2081
Isthmus Partners
Wisconsin
$220K
WCM
2082
Wallace Capital Management
Texas
$220K +$6.66K +73 +3%
B
2083
Brightworth
Georgia
$219K
FWM
2084
FFT Wealth Management
Pennsylvania
$218K
FBFS
2085
First Business Financial Services
Wisconsin
$218K +$7.68K +84 +4%
TIP
2086
Torray Investment Partners
Maryland
$217K +$217K +2,371 New
WIM
2087
Westside Investment Management
California
$215K +$7.83K +84 +4%
TG
2088
TLP Group
Illinois
$214K -$547K -5,995 -72%
SIG
2089
Sky Investment Group
Connecticut
$214K
HS
2090
Huntington Steele
Pennsylvania
$214K
CFN
2091
Cordasco Financial Network
Florida
$213K +$177K +1,942 +497%
PJSIMP
2092
P.J. Schmidt Investment Management (PJS)
Wisconsin
$213K +$213K +2,335 New
MSS
2093
Mitchell Sinkler & Starr
Pennsylvania
$212K +$212K +2,319 New
MWM
2094
Merriman Wealth Management
Washington
$212K +$212K +2,321 New
CWM
2095
CMH Wealth Management
New Hampshire
$211K +$211K +2,300 New
IWA
2096
Inspirion Wealth Advisors
Illinois
$210K -$11.4K -125 -5%
VIMU
2097
Veritas Investment Management (UK)
United Kingdom
$210K
MAA
2098
Mraz Amerine & Associates
California
$209K +$209K +2,284 New
SAM
2099
Summit Asset Management
Tennessee
$208K +$208K +2,275 New
GWM
2100
GSB Wealth Management
Connecticut
$205K +$205K +2,246 New