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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 %
EWA
576
EP Wealth Advisors
California
$15M -$411K -5,332 -3%
HCM
577
Hilton Capital Management
New York
$15M +$15M +173,610 New
EGA
578
Eagle Global Advisors
Texas
$14.8M +$106K +1,228 +0.7%
TCM
579
Tufton Capital Management
Maryland
$14.7M -$595K -6,897 -4%
NEI
580
Northwest & Ethical Investments
Ontario, Canada
$14.6M +$6.51M +75,415 +81%
GMI
581
Greystone Managed Investments
Saskatchewan, Canada
$14.6M -$1.25M -14,521 -8%
VC
582
Vestor Capital
Illinois
$14.5M -$103K -1,193 -0.7%
BCM
583
BTR Capital Management
California
$14.4M
AG
584
Advisor Group
Arizona
$14.4M -$2.17M -25,116 -13%
BT
585
Beacon Trust
New Jersey
$14.4M +$325K +3,767 +2%
AP
586
Appleton Partners
Massachusetts
$14.4M -$796K -9,222 -5%
Cambridge Investment Research Advisors
587
Cambridge Investment Research Advisors
Iowa
$14.4M +$1.48M +17,113 +11%
IA
588
IFP Advisors
Florida
$14.2M +$3.01M +34,906 +27%
DBT
589
Dubuque Bank & Trust
Iowa
$14.2M -$31.1K -360 -0.2%
NCM
590
Noesis Capital Mangement
Florida
$14.1M -$249K -2,888 -2%
SI
591
Stephens Inc
Arkansas
$14.1M -$38.7K -448 -0.3%
GLA
592
Great Lakes Advisors
Illinois
$14.1M -$937K -10,864 -6%
IC
593
InterOcean Capital
Illinois
$14M +$52K +603 +0.4%
NLI
594
Nippon Life Insurance
Japan
$14M +$1.92M +22,213 +16%
First Manhattan
595
First Manhattan
New York
$14M -$1.52M -17,642 -10%
MI
596
Markston International
New York
$13.9M -$927K -10,744 -6%
V
597
Veritable
Delaware
$13.8M +$431K +4,996 +3%
QOP
598
Quinn Opportunity Partners
Virginia
$13.8M +$216K +2,500 +2%
ARTA
599
A.R.T. Advisors
New York
$13.8M +$11.9M +138,200 +640%
LM
600
Lincluden Management
Ontario, Canada
$13.8M +$2.17M +25,134 +19%