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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 %
HCM
2126
Horrell Capital Management
Arkansas
$151K
MSFP
2127
Mark Sheptoff Financial Planning
Connecticut
$140K -$92 -1 -0.1%
CCM
2128
Cutler Capital Management
Massachusetts
$137K +$137K +1,500 New
CT
2129
Clearstead Trust
Maine
$136K +$136K +1,485 New
AIS
2130
Accurate Investment Solutions
Pennsylvania
$128K -$119K -1,304 -48%
PCFFS
2131
Pacific Center for Financial Services
California
$128K
PCC
2132
Park Circle Company
Maryland
$119K
LA
2133
Legacy Advisors
Pennsylvania
$106K
SCA
2134
Stuart Chaussee & Associates
California
$102K
NCM
2135
New Capital Management
Texas
$93K
AA
2136
AlphaMark Advisors
Kentucky
$91K -$6.87K -75 -7%
AIM
2137
Acrospire Investment Management
Illinois
$91K +$45.5K +500 +100%
SAM
2138
Solaris Asset Management
New York
$85K +$12.2K +133 +17%
TCM
2139
TD Capital Management
Tennessee
$84K +$455 +5 +0.5%
BC
2140
Blackhill Capital
New Jersey
$82K -$9.11K -100 -10%
TWMP
2141
Taylor Wealth Management Partners
Massachusetts
$82K
TJHA
2142
Thomas J. Herzfeld Advisors
Florida
$75K -$44.5K -486 -37%
HFM
2143
Harvest Fund Management
China
$74K +$21.2K +233 +40%
CFA
2144
Camarda Financial Advisors
Florida
$73K -$24.8K -270 -25%
LYV
2145
Live Your Vision
Pennsylvania
$70K +$9.44K +102 +16%
NIA
2146
Northstar Investment Advisors
Colorado
$68K -$1.51K -211 -2%
PO
2147
Private Ocean
California
$68K
BCFS
2148
Butensky & Cohen Financial Security
Florida
$64K
ST
2149
Sageworth Trust
Pennsylvania
$62K +$62K +673 New
DPA
2150
Delphi Private Advisors
California
$60K