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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 %
ABC
376
Associated Banc-Corp
Wisconsin
$34.5M -$1.88M -21,790 -5%
FAM
377
Fred Alger Management
New York
$34.4M +$25.3M +292,848 +277%
CTI
378
Community Trust & Investment
Kentucky
$34M -$4.29M -49,758 -11%
SMDAM
379
Sumitomo Mitsui DS Asset Management
Japan
$34M -$1.51M -17,504 -4%
WPC
380
Waters Parkerson & Co
Louisiana
$34M -$199K -2,302 -0.6%
OC
381
Oppenheimer & Co
New York
$33.4M -$1.39M -16,141 -4%
OA
382
Oak Associates
Ohio
$33.4M -$10M -116,223 -23%
Creative Planning
383
Creative Planning
Kansas
$33.3M +$1.09M +12,637 +3%
NMERB
384
New Mexico Educational Retirement Board
New Mexico
$33.3M +$1.39M +16,100 +4%
GAM
385
GVO Asset Management
Switzerland
$33.2M -$6.17M -71,508 -16%
BVDMP
386
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$32.9M
CCMG
387
Clark Capital Management Group
Pennsylvania
$32.5M +$8.08M +93,620 +33%
BAM
388
Barrett Asset Management
New York
$32.2M +$959K +11,119 +3%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$32.2M +$17.5M +202,307 +118%
Mirae Asset Global Investments
390
Mirae Asset Global Investments
South Korea
$32.2M +$6.36M +73,653 +25%
MHC
391
Meyer Handelman Company
New York
$32.1M -$51.8K -600 -0.2%
WB
392
WesBanco Bank
West Virginia
$32M -$323K -3,738 -1%
ECM
393
Estabrook Capital Management
New York
$32M -$4.55M -52,763 -12%
PFM
394
Parsec Financial Management
North Carolina
$31.5M -$294K -3,408 -0.9%
WCM
395
Wedge Capital Management
North Carolina
$31.5M -$2.35M -27,246 -7%
CS
396
Cannell & Spears
New York
$31.2M -$2.42M -28,071 -7%
Marshall Wace
397
Marshall Wace
United Kingdom
$31.2M +$31.2M +362,040 New
IRF
398
IBM Retirement Fund
New York
$31.1M -$96.5K -1,064 -0.3%
SAM
399
Securian Asset Management
Minnesota
$30.8M +$186K +2,154 +0.6%
OCM
400
Osterweis Capital Management
California
$30.7M -$6.78M -78,632 -18%