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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 %
LCM
2101
Lucas Capital Management
New Jersey
$204K -$28.1K -307 -12%
BHTS
2102
Bar Harbor Trust Services
Maine
$204K +$204K +2,231 New
HH
2103
HWG Holdings
Texas
$203K -$757K -8,277 -79%
PLFAM
2104
Pineno Levin & Ford Asset Management
Virginia
$203K +$203K +2,226 New
AOWM
2105
Alpha Omega Wealth Management
Virginia
$202K
MPM
2106
Meritage Portfolio Management
Kansas
$202K +$202K +2,207 New
LIM
2107
Lathrop Investment Management
Arkansas
$201K +$201K +2,199 New
RPG
2108
Risk Paradigm Group
Texas
$198K +$132K +1,449 +201%
SC
2109
SRB Corp
Massachusetts
$195K +$14K +153 +8%
TDC
2110
Thompson Davis & Co
Virginia
$194K -$537K -5,878 -73%
RHJA
2111
Rice Hall James & Associates
California
$188K +$188K +2,058 New
AF
2112
Allworth Financial
California
$187K +$47K +515 +34%
TCCM
2113
Timber Creek Capital Management
Massachusetts
$184K
TCM
2114
Tanaka Capital Management
New York
$182K +$24.1K +264 +15%
TIM
2115
Tortoise Investment Management
New York
$179K +$66.8K +731 +60%
CAL
2116
Capital Advisors Ltd
Ohio
$177K +$61.3K +670 +53%
MWM
2117
MinichMacGregor Wealth Management
New York
$173K +$18.2K +200 +12%
SEIA
2118
Signature Estate & Investment Advisors
California
$169K -$72.8K -797 -30%
LWM
2119
Lenox Wealth Management
Ohio
$168K +$168K +1,833 New
ARMC
2120
American Research & Management Company
Massachusetts
$167K
MIC
2121
MU Investments Company
Japan
$165K -$54.7K -600 -25%
NIC
2122
Northwest Investment Counselors
Oregon
$165K +$165K +1,803 New
AIP
2123
Almanack Investment Partners
Pennsylvania
$164K -$185K -2,021 -53%
CLM
2124
ClearBridge LLC (Maryland)
Maryland
$161K +$3.93K +43 +3%
MUS
2125
Mitsubishi UFJ Securities
Japan
$154K -$11.9K -130 -7%