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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 %
HS
2101
Horan Securities
United States
$50K +$50K +590 New
SA
2102
SRH Advisors
Kansas
$49K
OAJ
2103
Ogorek Anthony Joseph
New York
$46K -$29.1K -335 -39%
APSP
2104
Asset Planning Services (Pennsylvania)
Pennsylvania
$45K +$45K +517 New
AIM
2105
Acrospire Investment Management
Illinois
$44K +$44K +500 New
RFWA
2106
RPg Family Wealth Advisory
Massachusetts
$43K -$95K -1,082 -69%
CP
2107
Corbenic Partners
Pennsylvania
$42K
DOA
2108
D'Orazio & Associates
Virginia
$42K
SHJ
2109
Sharkey, Howes & Javer
Colorado
$42K +$19.7K +222 +88%
RWG
2110
Regal Wealth Group
California
$41K +$89 +1 +0.2%
NC
2111
NewSquare Capital
Pennsylvania
$39K
HCC
2112
Hirtle Callaghan & Co
Pennsylvania
$36K
CFN
2113
Cordasco Financial Network
Florida
$34K +$5.04K +58 +17%
IUHSA
2114
Itau Unibanco Holding S.A.
Brazil
$34K +$34K +390 New
NYLT
2115
New York Life Trust
New York
$33K -$413K -4,643 -93%
PSC
2116
Prentiss Smith & Co
Vermont
$33K -$20.5K -236 -38%
AWMS
2117
Advocacy Wealth Management Services
Georgia
$33K
AFIA
2118
America First Investment Advisors
Nebraska
$31K +$31K +350 New
IF
2119
Ironwood Financial
Arizona
$30K
RBC
2120
Roble Belko & Company
Pennsylvania
$30K
WAM
2121
Watermark Asset Management
California
$30K +$30K +339 New
RFM
2122
Royal Fund Management
Florida
$27K +$8.6K +100 +47%
HMS
2123
Hanseatic Management Services
New Mexico
$26K
FMA
2124
FNY Managed Accounts
New York
$26K +$26K +300 New
HWP
2125
Hefty Wealth Partners
Indiana
$20K -$37.1K -425 -65%