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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 %
CFA
2376
Camarda Financial Advisors
Florida
$78K +$66K +600 +550%
LWS
2377
Lucia Wealth Services
California
$78K +$78K +710 New
HMS
2378
Hanseatic Management Services
New Mexico
$74K +$13.1K +120 +22%
Nomura Holdings
2379
Nomura Holdings
Japan
$73.9K +$24.2K +221,185 +49%
DPA
2380
Delphi Private Advisors
California
$73K
CLM
2381
ClearBridge LLC (Maryland)
Maryland
$71K -$95.3K -862 -57%
CIM
2382
Contravisory Investment Management
Massachusetts
$71K +$21K +191 +42%
CI
2383
Cavalier Investments
Georgia
$71K +$71K +643 New
KC
2384
KHP Capital
Oklahoma
$71K +$71K +650 New
JT
2385
Jump Trading
Illinois
$69K -$1.18M -10,689 -94%
HS
2386
Horan Securities
United States
$66K +$111 +1 +0.2%
BA
2387
Ballew Advisors
Mississippi
$65K +$65K +594 New
OAJ
2388
Ogorek Anthony Joseph
New York
$62K +$4.66K +43 +8%
SA
2389
SRH Advisors
Kansas
$61K
AI
2390
ArchPoint Investors
Florida
$60K
APSP
2391
Asset Planning Services (Pennsylvania)
Pennsylvania
$58K +$329 +3 +0.6%
DOA
2392
D'Orazio & Associates
Virginia
$56K -$6.97K -64 -11%
BCP
2393
Blackhawk Capital Partners
Wisconsin
$55K -$2.75K -25 -5%
RWG
2394
Regal Wealth Group
California
$51K +$109 +1 +0.2%
SHJ
2395
Sharkey, Howes & Javer
Colorado
$50K
BWL
2396
Bogart Wealth LLC
Virginia
$50K
DSN
2397
D. Scott Neal
Kentucky
$50K +$13.6K +124 +37%
P8IP
2398
Pier 88 Investment Partners
California
$49K +$49K +450 New
AWM
2399
Avondale Wealth Management
Texas
$47K
MCM
2400
Mainstay Capital Management
Michigan
$46K -$32.3K -300 -41%