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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 %
BSA
451
Braun Stacey Associates
New York
$25M -$1.74M -20,120 -6%
KB
452
Kimelman & Baird
New York
$25M -$6.04K -70 -0%
MC
453
Martin Currie
United Kingdom
$25M -$1.43M -16,600 -5%
MLL
454
Moody Lynn & Lieberson
Massachusetts
$24.8M +$8.16M +94,560 +49%
BS
455
Banco Santander
Spain
$24.7M +$24.7M +306,760 New
GKIM
456
GW&K Investment Management
Massachusetts
$24.6M -$2.25M -26,122 -8%
MPI
457
Mairs & Power Inc
Minnesota
$24.4M -$104K -1,204 -0.4%
FCI
458
Financial Counselors Inc
Kansas
$24.4M +$24.4M +283,017 New
RJT
459
Raymond James Trust
Florida
$24.2M +$1.41M +16,340 +6%
RCM
460
Rockshelter Capital Management
Pennsylvania
$24.2M -$2.93M -33,933 -11%
AAM
461
Advisors Asset Management
Colorado
$24.1M +$2.78M +32,186 +13%
AMI
462
Amica Mutual Insurance
Rhode Island
$24.1M
EARNEST Partners
463
EARNEST Partners
Georgia
$24.1M -$5.96M -69,042 -20%
CPSAC
464
Chas P. Smith & Associates (CPS)
Florida
$23.9M -$20.7M -240,228 -46%
NLGIA
465
Nippon Life Global Investors Americas
New York
$23.8M +$1.03M +11,980 +5%
RMA
466
Roffman Miller Associates
Pennsylvania
$23.7M -$29.2K -338 -0.1%
BFM
467
Boston Financial Management
Massachusetts
$23.6M +$77.3K +896 +0.3%
FTIOP
468
Fiduciary Trust International of Pennsylvania
Pennsylvania
$23.5M +$1.94M +22,466 +9%
CA
469
Commerzbank Aktiengesellschaft
Germany
$23.2M -$32M -370,281 -58%
TCM
470
Twin Capital Management
Pennsylvania
$23.2M -$246K -2,850 -1%
NSIM
471
North Star Investment Management
Illinois
$22.9M +$40.6K +470 +0.2%
CFG
472
Citizens Financial Group
Rhode Island
$22.8M +$3.55M +41,185 +18%
CNAM
473
Campbell Newman Asset Management
Wisconsin
$22.8M -$2.52M -29,165 -10%
MCTIC
474
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$22.7M +$266K +3,083 +1%
TAF
475
Tredje AP-fonden
Sweden
$22.7M -$1.11M -12,812 -5%