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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 %
CSIC
476
Clifford Swan Investment Counsel
California
$22.5M -$432K -5,007 -2%
FBA
477
Front Barnett Associates
Illinois
$22.4M -$703K -8,142 -3%
KRS
478
Kentucky Retirement Systems
Kentucky
$22.4M -$1.42M -16,403 -6%
SAM
479
Silvercrest Asset Management
New York
$22.4M -$445K -5,160 -2%
LMGAM
480
Liberty Mutual Group Asset Management
Massachusetts
$22.4M +$956K +11,084 +4%
NP
481
NS Partners
United Kingdom
$22.2M -$734K -8,507 -3%
TEC
482
Tiger Eye Capital
Tennessee
$22M +$22M +255,156 New
SBCM
483
Schwerin Boyle Capital Management
Massachusetts
$22M -$138K -1,600 -0.6%
HIIFS
484
Harel Insurance Investments & Financial Services
Israel
$21.9M -$103K -1,534 -0.5%
Truist Financial
485
Truist Financial
North Carolina
$21.8M -$482K -5,580 -2%
Connor, Clark & Lunn Investment Management (CC&L)
486
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$21.7M -$136K -1,573 -0.6%
CONA
487
Capital One National Association
New York
$21.7M +$5.36M +62,090 +33%
DAM
488
Davis Asset Management
California
$21.6M
KWILP
489
Kiwi Wealth Investments Limited Partnership
New Zealand
$21.4M +$12.3M +143,110 +136%
WI
490
Wafra Inc
New York
$21.4M -$7.75M -89,825 -27%
CFM
491
Coronation Fund Managers
South Africa
$21.4M +$3.72M +43,128 +21%
CG
492
Colony Group
Massachusetts
$21.3M +$691K +8,004 +3%
CFB
493
Cullen/Frost Bankers
Texas
$21.2M -$130K -1,509 -0.6%
ABTD
494
Arvest Bank Trust Division
Oklahoma
$21.1M -$468K -5,425 -2%
RIL
495
Rothschild Investment LLC
Illinois
$20.9M -$1.63M -18,904 -7%
ADEF
496
Adams Diversified Equity Fund
Maryland
$20.8M -$11.8M -136,900 -36%
DGHMC
497
Dalton, Greiner, Hartman, Maher & Co
New York
$20.8M -$631K -7,317 -3%
AB
498
Amalgamated Bank
New York
$20.7M +$5.94M +68,885 +40%
Daiwa Securities Group
499
Daiwa Securities Group
Japan
$20.5M +$3.89M +45,057 +23%
Millennium Management
500
Millennium Management
New York
$20.4M +$4.96M +57,513 +32%