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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 %
BIP
426
Brandes Investment Partners
California
$28.3M +$545K +6,312 +2%
GT
427
Glenview Trust
Kentucky
$27.9M +$27.9M +323,448 New
WSFS
428
Wilmington Savings Fund Society
Delaware
$27.9M -$885K -10,258 -3%
RG
429
Rathbones Group
United Kingdom
$27.8M -$2.16M -25,079 -7%
CAM
430
Capstone Asset Management
Texas
$27.6M -$9.78M -113,326 -26%
DJSG
431
D.J. St. Germain
Massachusetts
$27.4M -$706K -8,185 -3%
GC
432
Guardian Capital
Ontario, Canada
$27.3M +$9.21M +106,709 +51%
AC
433
Allstate Corporation
Illinois
$27.3M +$16.6M +191,899 +155%
DCM
434
Donaldson Capital Management
Indiana
$26.9M +$2.02M +23,407 +8%
MNA
435
Manning & Napier Advisors
New York
$26.8M -$521K -6,043 -2%
JAFL
436
Jay A. Fishman Ltd
Michigan
$26.8M -$627K -7,262 -2%
BTS
437
BB&T Securities
Virginia
$26.7M +$3.23M +42,563 +14%
D.E. Shaw & Co
438
D.E. Shaw & Co
New York
$26.4M -$5.57M -64,496 -17%
HIMC
439
Heritage Investors Management Corp
Maryland
$26.2M -$1.2M -13,930 -4%
DIA
440
Davidson Investment Advisors
Montana
$26M +$904K +10,481 +4%
FT
441
Fiduciary Trust
Massachusetts
$26M -$67K -777 -0.3%
FMW
442
Farr Miller & Washington
District of Columbia
$25.9M -$697K -8,073 -3%
BCM
443
Barometer Capital Management
Ontario, Canada
$25.9M -$5.72M -66,300 -18%
SFM
444
Systematic Financial Management
New Jersey
$25.8M -$25.3M -293,142 -49%
Voloridge Investment Management
445
Voloridge Investment Management
Florida
$25.7M -$16.1M -186,958 -39%
ZIC
446
ZWJ Investment Counsel
Georgia
$25.7M -$571K -6,618 -2%
SIM
447
Sentry Investment Management
Wisconsin
$25.5M -$20.4K -236 -0.1%
IEFM
448
IQ EQ Fund Management
Ireland
$25.3M -$2.2M -22,205 -8%
SF
449
Synovus Financial
Georgia
$25.2M -$453K -5,252 -2%
OAM
450
Origin Asset Management
United Kingdom
$25.1M +$7.15M +82,900 +40%