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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 %
PAM
676
Premier Asset Management
Illinois
$10.8M -$509K -5,900 -4%
MAM
677
Meeder Asset Management
Ohio
$10.8M +$5.25M +60,806 +95%
1IA
678
1834 Investment Advisors
Wisconsin
$10.7M +$183K +2,125 +2%
TIM
679
Thompson Investment Management
Wisconsin
$10.7M -$1.59M -18,402 -13%
DMIC
680
Dixon Mitchell Investment Counsel
British Columbia, Canada
$10.7M -$1.75M -20,229 -14%
GCA
681
Guardian Capital Advisors
Ontario, Canada
$10.7M -$37.9K -440 -0.4%
FA
682
FDx Advisors
Illinois
$10.6M +$2.27M +26,289 +27%
BSPF
683
British Steel Pension Fund
United Kingdom
$10.6M
M
684
MOTCO
Texas
$10.6M -$245K -2,837 -2%
NIPH
685
NN Investment Partners Holdings
Netherlands
$10.6M -$25.4M -294,677 -71%
MFS
686
MSI Financial Services
Massachusetts
$10.6M +$951K +11,021 +10%
CIC
687
Carnegie Investment Counsel
Ohio
$10.6M +$131K +1,516 +1%
CWM
688
Cabot Wealth Management
Massachusetts
$10.6M -$375K -4,343 -3%
CANC
689
Culbertson A N & Co
Virginia
$10.5M -$31.4K -364 -0.3%
CCP
690
Clough Capital Partners
Massachusetts
$10.5M -$12.6M -145,520 -54%
PP
691
Patten & Patten
Tennessee
$10.5M -$93.4K -1,083 -0.9%
BA
692
Bridgewater Associates
Connecticut
$10.5M +$10.5M +121,400 New
DA
693
Denali Advisors
California
$10.4M -$8.92M -103,400 -46%
LA
694
Leonetti & Associates
Illinois
$10.4M +$10.4M +120,600 New
CW
695
Cobiz Wealth
Colorado
$10.4M -$188K -2,176 -2%
RCP
696
Rothschild Capital Partners
New York
$10.4M -$414K -4,800 -4%
TCOV
697
Trust Company of Vermont
Vermont
$10.4M -$113K -1,314 -1%
WAM
698
Winslow Asset Management
Ohio
$10.3M -$4.57K -53 -0%
DSI
699
Daiwa SB Investments
Japan
$10.3M -$48.3K -560 -0.5%
AC
700
AFAM Capital
Texas
$10.2M -$680K -7,877 -6%