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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 %
MPWT
626
MassMutual Private Wealth & Trust
Connecticut
$12.8M +$12.8M +148,869 New
HCMNY
627
Howard Capital Management (New York)
New York
$12.8M -$77.3K -896 -0.6%
CC
628
Carlson Capital
Texas
$12.7M +$12.7M +147,168 New
GW
629
GW & Wade
Massachusetts
$12.7M +$1.08M +12,478 +9%
PFC
630
Phocas Financial Corp
California
$12.7M -$625K -7,245 -5%
SIC
631
Salem Investment Counselors
North Carolina
$12.7M +$12.7M +146,776 New
SC
632
SouthState Corp
Florida
$12.6M +$255K +2,956 +2%
MSR
633
Main Street Research
Connecticut
$12.6M +$40.4K +468 +0.3%
CCT
634
Chemung Canal Trust
New York
$12.6M -$303K -3,509 -2%
CIP
635
Convergence Investment Partners
Florida
$12.5M -$315K -3,653 -2%
MYAM
636
Meiji Yasuda Asset Management
Japan
$12.4M +$563K +6,527 +5%
FNT
637
First National Trust
Pennsylvania
$12.3M +$59K +684 +0.5%
TAM
638
Tyers Asset Management
Texas
$12.3M +$12.3M +142,780 New
SWP
639
Stratos Wealth Partners
Ohio
$12.3M +$1.04M +12,097 +9%
HFS
640
Haverford Financial Services
Pennsylvania
$12.3M -$47.6K -552 -0.4%
TU
641
TDAM USA
Ontario, Canada
$12.3M -$2.48M -28,747 -17%
FNBT
642
FineMark National Bank & Trust
Florida
$12.2M -$1.51M -17,542 -11%
AAF
643
Andra AP-fonden
Sweden
$12.2M -$2.88M -33,400 -19%
BCM
644
Brookmont Capital Management
Texas
$12.2M -$1.53M -17,758 -11%
SDJVC
645
St. Denis J. Villere & Co
Louisiana
$12.2M +$51.8K +600 +0.4%
CA
646
Callahan Advisors
Texas
$12.2M +$271K +3,140 +2%
SAM
647
Strategy Asset Managers
California
$12.2M -$1.27M -14,774 -9%
SLI
648
Sumitomo Life Insurance
Japan
$12.1M +$804K +9,318 +7%
NB
649
Norinchukin Bank
Japan
$12.1M +$2.2M +25,483 +22%
SCM
650
Shelton Capital Management
Colorado
$12.1M -$4.58M -53,077 -27%