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JPMorgan Chase

2,441 hedge funds and large institutions have $277B invested in JPMorgan Chase in 2018 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 967 increasing their positions, 1,099 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,441
Holders Change
+21
Holders Change %
+0.87%
% of All Funds
56.02%
Holding in Top 10
694
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+5.47%
% of All Funds
15.93%
New
131
Increased
967
Reduced
1,099
Closed
81
Calls
$3.22B
Puts
$3.32B
Net Calls
-$107M
Net Calls Change
+$1.68B
Name Holding Trade Value Shares
Change
Shares
Change %
SBA
2126
Secrest Blakey & Associates
North Carolina
$409K +$25.4K +231 +7%
SS
2127
Simplicity Solutions
Minnesota
$407K -$307K -2,792 -43%
FG
2128
FSI Group
Ohio
$403K +$239K +2,180 +146%
WIM
2129
Westside Investment Management
California
$401K +$138K +1,275 +52%
CRIG
2130
Charter Research & Investment Group
Connecticut
$401K
HPWM
2131
Highland Private Wealth Management
Washington
$400K -$128K -1,160 -24%
KP
2132
Keel Point
Alabama
$400K +$6.81K +62 +2%
PAG
2133
Private Advisory Group
Washington
$400K +$18.1K +164 +5%
DA
2134
Doliver Advisors
Texas
$399K -$94.1K -855 -19%
HF
2135
HRT Financial
New York
$399K -$12.9K -118 -3%
SAM
2136
Seelaus Asset Management
New Jersey
$398K -$194K -1,767 -33%
GC
2137
Gratry & Company
Ohio
$397K -$102K -930 -20%
CIA
2138
Cascade Investment Advisors
Oregon
$390K +$89.7K +816 +30%
ICM
2139
IMS Capital Management
Oregon
$390K
SEIA
2140
Signature Estate & Investment Advisors
California
$390K +$90.8K +826 +30%
LCP
2141
Legacy Capital Partners
Wisconsin
$388K
SIAS
2142
Shine Investment Advisory Services
Colorado
$388K +$5.28K +48 +1%
BCM
2143
Baltimore Capital Management
Maryland
$386K -$38.5K -350 -9%
SAM
2144
Smithbridge Asset Management
Pennsylvania
$386K +$386K +3,508 New
ST
2145
Sentinel Trust
Texas
$385K -$1.12M -10,159 -74%
RWMH
2146
Riverpoint Wealth Management Holdings
Illinois
$384K +$21.9K +199 +6%
TCM
2147
Towercrest Capital Management
Pennsylvania
$379K
AF
2148
Allworth Financial
California
$379K +$55K +500 +17%
IHL
2149
Investment House LLC
California
$376K -$22K -200 -6%
WRM
2150
Weybosset Research & Management
Rhode Island
$376K -$19.3K -175 -5%