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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 %
TYCC
651
Texas Yale Capital Corp
Florida
$12.1M -$116K -1,344 -1%
AHC
652
Adell Harriman & Carpenter
Texas
$12M +$213K +2,469 +2%
SSB
653
Sandy Spring Bank
Maryland
$11.9M -$6.67K -77 -0.1%
WAM
654
Wilsey Asset Management
California
$11.9M -$168K -1,953 -1%
WB
655
Webster Bank
Connecticut
$11.9M -$730K -8,458 -6%
RW
656
Rand Wealth
Maryland
$11.9M -$57.6K -668 -0.5%
EWM
657
Endurance Wealth Management
Rhode Island
$11.9M -$275K -3,185 -2%
RC
658
RBO & Co
California
$11.8M
CCFCSB
659
Cape Cod Five Cents Savings Bank
Massachusetts
$11.7M -$71.8K -832 -0.6%
NSEDCP
660
NJ State Employees Deferred Compensation Plan
New Jersey
$11.6M
VIA
661
Virtus Investment Advisers
Connecticut
$11.6M +$9.05M +104,866 +352%
RBA
662
Richard Bernstein Advisors
New York
$11.6M
KIA
663
KCM Investment Advisors
California
$11.5M +$102K +1,187 +0.9%
RAM
664
Riggs Asset Management
Pennsylvania
$11.4M -$946K -10,965 -8%
CRCM
665
Crystal Rock Capital Management
Illinois
$11.4M
ACH
666
ArrowMark Colorado Holdings
Colorado
$11.4M +$155K +1,797 +1%
FMBTD
667
First Midwest Bank Trust Division
Illinois
$11.3M -$191K -2,217 -2%
LG
668
LaFleur & Godfrey
Michigan
$11.2M -$1.07M -12,400 -9%
SSWM
669
Smith Salley Wealth Management
North Carolina
$11.2M +$377K +4,369 +3%
B
670
Bailard
California
$11M +$74.6K +864 +0.7%
BIA
671
Biondo Investment Advisors
Pennsylvania
$11M -$309K -3,580 -3%
FAAS
672
First Allied Advisory Services
California
$11M -$317K -3,670 -3%
Thrivent Financial for Lutherans
673
Thrivent Financial for Lutherans
Minnesota
$10.9M -$61.1M -707,783 -85%
BBA
674
BLB&B Advisors
Pennsylvania
$10.8M -$50.7K -588 -0.5%
LIA
675
LS Investment Advisors
Michigan
$10.8M +$322K +3,735 +3%