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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 %
VCM
2276
Vivaldi Capital Management
Illinois
$252K +$21.7K +197 +9%
SIG
2277
Sky Investment Group
Connecticut
$250K
FGP
2278
Foyston, Gordon, & Payne
Ontario, Canada
$249K
SBWIC
2279
Schaper Benz & Wise Investment Counsel
Wisconsin
$248K +$248K +2,258 New
FTI
2280
Fiduciary Trust International
Massachusetts
$245K -$21K -191 -8%
PLFAM
2281
Pineno Levin & Ford Asset Management
Virginia
$245K
BFIC
2282
Bedell Frazier Investment Counselling
California
$245K +$26.9K +245 +12%
PCM
2283
Princeton Capital Management
New Jersey
$244K +$24K +218 +11%
HS
2284
HighVista Strategies
Massachusetts
$242K -$44K -400 -15%
VCP
2285
Vista Capital Partners
Oregon
$242K +$5.49K +50 +2%
LCM
2286
Lucas Capital Management
New Jersey
$242K +$17K +154 +8%
HS
2287
Huntington Steele
Pennsylvania
$241K
ACM
2288
Alta Capital Management
Utah
$240K -$39.8K -363 -14%
CF
2289
Corrigan Financial
Rhode Island
$239K +$29.1K +265 +14%
PFO
2290
Pathstone Family Office
New Jersey
$238K +$77.5K +705 +48%
RFO
2291
RiverGlades Family Offices
Florida
$237K +$237K +2,155 New
SAA
2292
Southeast Asset Advisors
Georgia
$235K
SVCP
2293
Silicon Valley Capital Partners
California
$231K +$231K +2,101 New
MAA
2294
Mraz Amerine & Associates
California
$230K
LGWM
2295
Litman Gregory Wealth Management
California
$228K +$129K +1,170 +130%
CHA
2296
Cooper/Haims Advisors
New York
$227K -$7.25K -66 -3%
RHJA
2297
Rice Hall James & Associates
California
$226K
SNBOSCI
2298
Security National Bank of Sioux City Iowa
Iowa
$226K
WA
2299
Winfield Associates
Ohio
$225K -$68.6K -625 -23%
KIM
2300
Karpus Investment Management
New York
$225K