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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 %
UFF
701
USA Financial Formulas
Michigan
$10.2M +$10.2M +118,238 New
CA
702
Cornerstone Advisors
North Carolina
$10.2M +$10.2M +118,000 New
NRS
703
Neville Rodie & Shaw
New York
$10.1M -$15.1K -175 -0.1%
RCIM
704
Russell Clark Investment Management
United Kingdom
$10M +$10M +116,050 New
CIA
705
Choate Investment Advisors
Massachusetts
$10M -$93.7K -1,086 -0.9%
KRSITF
706
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$10M -$89.5K -1,037 -0.9%
ECM
707
Exchange Capital Management
Michigan
$10M +$27.2K +315 +0.3%
WF
708
WealthTrust Fairport
Ohio
$9.99M +$287K +3,331 +3%
RL
709
Ruffer LLP
United Kingdom
$9.98M -$519K -5,977 -5%
CI
710
Conning Inc
Connecticut
$9.97M -$790K -9,160 -7%
CHA
711
Cedar Hill Associates
Illinois
$9.95M -$9.49M -109,917 -49%
KCM
712
Kanawha Capital Management
Virginia
$9.94M -$322K -3,735 -3%
SC
713
Skylands Capital
Wisconsin
$9.93M -$285K -3,300 -3%
CCP
714
Corient Capital Partners
California
$9.91M +$612K +7,092 +7%
AC
715
Alexandria Capital
Virginia
$9.88M -$9.84M -114,014 -50%
AFG
716
Albion Financial Group
Utah
$9.86M +$292K +3,388 +3%
1SB
717
1ST Source Bank
Indiana
$9.82M -$5.09K -59 -0.1%
SCA
718
Stonebridge Capital Advisors
Minnesota
$9.76M -$208K -2,414 -2%
FTC
719
Farmers Trust Company
Ohio
$9.75M +$61.3K +710 +0.6%
CSC
720
Cove Street Capital
California
$9.71M -$845K -9,797 -8%
JAM
721
JCIC Asset Management
Ontario, Canada
$9.7M -$1.61M -18,700 -14%
CCM
722
Channing Capital Management
Illinois
$9.62M -$3.6M -41,680 -27%
FFBTD
723
First Financial Bank - Trust Division
Ohio
$9.61M -$376K -4,363 -4%
SGK
724
Steigerwald Gordon & Koch
Virginia
$9.59M +$319K +3,754 +3%
CF
725
CNA Financial
Illinois
$9.55M -$740K -8,575 -7%