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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 %
TH
401
TCTC Holdings
Texas
$30.7M -$201K -2,330 -0.7%
MIH
402
Madison Investment Holdings
Wisconsin
$30.7M -$17.3K -200 -0.1%
JCM
403
Janney Capital Management
Pennsylvania
$30.7M -$733K -8,497 -2%
HCMT
404
Highland Capital Management (Tennessee)
Tennessee
$30.4M -$172K -1,998 -0.6%
BAM
405
Berkshire Asset Management
Pennsylvania
$30.1M +$230K +2,666 +0.8%
NAM
406
North American Management
Massachusetts
$30.1M -$3.86M -44,724 -11%
GC
407
GMT Capital
Georgia
$30M -$5.06M -58,590 -14%
PR
408
Payden & Rygel
California
$29.9M -$2.42M -28,000 -7%
MAA
409
Matrix Asset Advisors
New York
$29.8M -$2.1M -24,353 -7%
M2MC
410
Matthew 25 Management Corp
Pennsylvania
$29.8M
SAM
411
Shell Asset Management
Netherlands
$29.6M -$5.53M -64,038 -16%
SPC
412
Stewart & Patten Company
California
$29.5M -$908K -10,518 -3%
WAM
413
World Asset Management
Michigan
$29.5M -$2.78M -32,221 -9%
ANI
414
American National Insurance
Texas
$29.4M
ELC
415
Edgar Lomax Company
Virginia
$29.4M -$2.66M -30,799 -8%
WG
416
Winton Group
United Kingdom
$29.2M -$15M -173,626 -34%
ONB
417
Old National Bancorp
Indiana
$29.2M +$7.15M +82,816 +32%
SVC
418
Strycker View Capital
New York
$29.1M +$29.1M +337,528 New
AssetMark Inc
419
AssetMark Inc
California
$29.1M +$771K +8,939 +3%
BF
420
BOK Financial
Oklahoma
$28.7M +$1.24M +14,324 +5%
NIM
421
Nexus Investment Management
Ontario, Canada
$28.6M +$841K +9,750 +3%
LTFS
422
Ladenburg Thalmann Financial Services
Florida
$28.5M +$5.41M +64,076 +23%
EB
423
Eastern Bank
Massachusetts
$28.5M -$962K -11,148 -3%
FNBOO
424
First National Bank of Omaha
Nebraska
$28.3M +$690K +7,995 +3%
DFO
425
Duquesne Family Office
New York
$28.3M +$28.3M +327,500 New