JPM icon

JPMorgan Chase

2,431 hedge funds and large institutions have $256B invested in JPMorgan Chase in 2018 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 1,051 increasing their positions, 1,013 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,431
Holders Change
-10
Holders Change %
-0.41%
% of All Funds
55.73%
Holding in Top 10
623
Holding in Top 10 Change
-71
Holding in Top 10 Change %
-10.23%
% of All Funds
14.28%
New
90
Increased
1,051
Reduced
1,013
Closed
77
Calls
$2.17B
Puts
$3.43B
Net Calls
-$1.26B
Net Calls Change
-$1.15B
Name Holding Trade Value Shares
Change
Shares
Change %
SSA
2251
South Street Advisors
New York
$256K
VCM
2252
Vivaldi Capital Management
Illinois
$256K +$18K +173 +8%
CCM
2253
Carlson Capital Management
Minnesota
$255K -$9.28K -89 -4%
MWM
2254
Mascoma Wealth Management
New Hampshire
$254K +$11.2K +108 +5%
CFSG
2255
Community Financial Services Group
Vermont
$252K +$252K +2,418 New
WCM
2256
Wallace Capital Management
Texas
$251K
VCP
2257
Vista Capital Partners
Oregon
$251K +$21.5K +206 +9%
DA
2258
Denali Advisors
California
$250K -$708K -6,800 -74%
IP
2259
Isthmus Partners
Wisconsin
$250K
FMP
2260
Financial Management Professionals
Texas
$249K
DIP
2261
DT Investment Partners
Pennsylvania
$248K -$219K -2,104 -47%
BRF
2262
B. Riley Financial
California
$247K -$19.1K -180 -7%
VAM
2263
Visionary Asset Management
Texas
$247K -$7.91K -76 -3%
TIP
2264
Torray Investment Partners
Maryland
$247K -$833 -8 -0.3%
NA
2265
Navellier & Associates
Nevada
$244K -$6.26K -60 -3%
PAM
2266
PVG Asset Management
Colorado
$244K
I
2267
INVST
Indiana
$243K -$6.35K -61 -3%
SRCM
2268
Swift Run Capital Management
Virginia
$241K
PAG
2269
Pinnacle Advisory Group
Maryland
$240K -$96.4K -926 -29%
WA
2270
Winfield Associates
Ohio
$238K +$24K +230 +11%
JC
2271
Jacobs & Co
California
$237K -$23.4K -225 -9%
SAM
2272
Summit Asset Management
Tennessee
$237K -$2.5K -24 -1%
SIG
2273
Sky Investment Group
Connecticut
$237K
FGP
2274
Foyston, Gordon, & Payne
Ontario, Canada
$236K
SBWIC
2275
Schaper Benz & Wise Investment Counsel
Wisconsin
$235K