JPM icon

JPMorgan Chase

2,084 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2016 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 663 increasing their positions, 975 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,084
Holders Change
+166
Holders Change %
+8.65%
% of All Funds
52.18%
Holding in Top 10
617
Holding in Top 10 Change
+236
Holding in Top 10 Change %
+61.94%
% of All Funds
15.45%
New
263
Increased
663
Reduced
975
Closed
62
Calls
$4.8B
Puts
$5.15B
Net Calls
-$342M
Net Calls Change
-$788M
Name Holding Trade Value Shares
Change
Shares
Change %
Fiera Capital (Canada)
351
Fiera Capital (Canada)
Quebec, Canada
$40.2M +$7.66M +88,723 +24%
MMH
352
Menora Mivtachim Holdings
Israel
$39.7M -$64.4M -745,830 -62%
DIA
353
Dana Investment Advisors
Wisconsin
$39.5M -$4.06M -47,073 -9%
PGFC
354
Peapack-Gladstone Financial Corp
New Jersey
$39.4M +$53.7K +622 +0.1%
ISL
355
Ingalls & Snyder LLC
New York
$38.8M +$298K +3,458 +0.8%
DADC
356
D.A. Davidson & Co
Montana
$38.6M +$1.84M +21,288 +5%
NG
357
NatWest Group
United Kingdom
$38.6M +$12.1M +140,549 +46%
WJA
358
Williams Jones & Associates
New York
$38.3M +$8.35M +96,754 +28%
AIA
359
Affinity Investment Advisors
California
$38.2M -$7.05M -81,696 -16%
FWCM
360
Ferguson Wellman Capital Management
Oregon
$37.8M +$2.22M +25,707 +6%
PCM
361
Polaris Capital Management
Massachusetts
$37.6M +$7.65M +88,700 +26%
BCM
362
Bluefin Capital Management
New York
$37.4M +$36.5M +591,335 +4,010%
SCA
363
STALEY CAPITAL ADVISERS
Pennsylvania
$37.1M +$8.63K +100 +0%
DK
364
Darrell & King
Virginia
$37.1M -$2.14M -24,813 -5%
FFIC
365
First Fiduciary Investment Counsel
Ohio
$35.9M -$53.7K -622 -0.1%
SCM
366
Sterling Capital Management
North Carolina
$35.8M +$8.03K +93 +0%
RCM
367
RNC Capital Management
California
$35.8M +$1.64M +19,027 +5%
NMIMC
368
Northwestern Mutual Investment Management Company
Wisconsin
$35.5M +$4.62M +53,546 +15%
FP
369
Foundry Partners
Minnesota
$35.3M -$5.23M -60,625 -13%
VDI
370
Vaughan David Investments
Illinois
$35.2M -$867K -10,050 -2%
Parallax Volatility Advisers
371
Parallax Volatility Advisers
California
$35M +$21.9M +253,279 +166%
Cohen & Steers
372
Cohen & Steers
New York
$34.7M +$897K +10,397 +3%
PP
373
Palladium Partners
Virginia
$34.7M -$705K -8,165 -2%
First Trust Advisors
374
First Trust Advisors
Illinois
$34.6M -$139K -1,614 -0.4%
RCM
375
Redwood Capital Management
New York
$34.5M