JPM icon

JPMorgan Chase

2,420 hedge funds and large institutions have $274B invested in JPMorgan Chase in 2017 Q4 according to their latest regulatory filings, with 308 funds opening new positions, 863 increasing their positions, 1,009 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,420
Holders Change
+223
Holders Change %
+10.15%
% of All Funds
54.96%
Holding in Top 10
658
Holding in Top 10 Change
+85
Holding in Top 10 Change %
+14.83%
% of All Funds
14.94%
New
308
Increased
863
Reduced
1,009
Closed
63
Calls
$3.31B
Puts
$5.1B
Net Calls
-$1.79B
Net Calls Change
-$520M
Name Holding Trade Value Shares
Change
Shares
Change %
FGC
2351
Financial Gravity Companies
Texas
$104K +$104K +897 New
GCM
2352
Grisanti Capital Management
New York
$101K
PCM
2353
Price Capital Management
Louisiana
$96K +$96K +900 New
PO
2354
Private Ocean
California
$93K +$13.9K +130 +18%
Kovitz Investment Group Partners
2355
Kovitz Investment Group Partners
Illinois
$90.8K -$6.15K -57,464 -6%
CA
2356
Centerpoint Advisors
Massachusetts
$88K +$88K +823 New
LYV
2357
Live Your Vision
Pennsylvania
$85K
MCM
2358
Mainstay Capital Management
Michigan
$78K +$78K +727 New
RFM
2359
Royal Fund Management
Florida
$77K +$9.93K +93 +15%
PS
2360
Portfolio Strategies
New York
$77K +$77K +721 New
CFA
2361
Camarda Financial Advisors
Florida
$76K -$478K -685 -86%
CP
2362
Corbenic Partners
Pennsylvania
$74K -$4.04K -38 -5%
TWMP
2363
Taylor Wealth Management Partners
Massachusetts
$71K -$25.8K -240 -27%
DPA
2364
Delphi Private Advisors
California
$71K
SWMG
2365
Signature Wealth Management Group
Georgia
$70K +$70K +658 New
HS
2366
Horan Securities
United States
$67K +$113 +1 +0.2%
DOA
2367
D'Orazio & Associates
Virginia
$62K +$10.6K +99 +21%
BCI
2368
Brinker Capital Investments
Pennsylvania
$61K -$15.2K -143 -20%
HL
2369
Harding Loevner
New Jersey
$61K
SA
2370
SRH Advisors
Kansas
$60K
HMS
2371
Hanseatic Management Services
New Mexico
$60K +$5.71K +53 +11%
BC
2372
Blackhill Capital
New Jersey
$59K -$21.5K -200 -27%
AI
2373
ArchPoint Investors
Florida
$59K
APSP
2374
Asset Planning Services (Pennsylvania)
Pennsylvania
$56K -$23.1K -217 -29%
OAJ
2375
Ogorek Anthony Joseph
New York
$56K