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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 %
CWM
726
Calamos Wealth Management
Illinois
$9.54M -$60.9K -706 -0.6%
SWM
727
SVA Wealth Management
Wisconsin
$9.52M -$264K -3,056 -3%
QF
728
QVT Financial
New York
$9.49M -$1.29K -15 -0%
MCM
729
Murphy Capital Management
New Jersey
$9.41M +$683K +7,914 +8%
CC
730
ClearArc Capital
Ohio
$9.37M +$377K +4,365 +4%
VW
731
Vantage Wealth
California
$9.35M -$2.19M -25,384 -19%
PP
732
Paloma Partners
Connecticut
$9.29M -$2.92M -33,791 -24%
AHC
733
Anderson Hoagland & Co
Missouri
$9.28M -$281K -3,256 -3%
BOTW
734
Bank of the West
California
$9.22M -$485K -5,623 -5%
OCM
735
Oakwood Capital Management
California
$9.17M -$346K -4,011 -4%
FAB
736
First American Bank
Illinois
$9.08M +$1.59M +18,465 +21%
TC
737
Trust Company
Kansas
$9M -$491K -5,691 -5%
PC
738
PointState Capital
New York
$8.98M +$8.98M +104,100 New
BCMNY
739
Buckingham Capital Management (New York)
New York
$8.98M -$1.69M -19,620 -16%
GHCM
740
Glen Harbor Capital Management
California
$8.96M +$8.96M +103,840 New
FWIA
741
Fort Washington Investment Advisors
Ohio
$8.94M -$13.8M -159,912 -61%
Simplex Trading
742
Simplex Trading
Illinois
$8.92M +$8.92M +103,409 New
WA
743
Wasatch Advisors
Utah
$8.92M -$1.37M -15,859 -13%
TSW
744
Thompson Siegel & Walmsley
Virginia
$8.88M -$3.88K -45 -0%
NIM
745
Northeast Investment Management
Massachusetts
$8.86M +$6.03M +69,840 +213%
IFB
746
iAB Financial Bank
Indiana
$8.86M -$285K -3,301 -3%
AT
747
Argent Trust
Texas
$8.8M -$36.7K -425 -0.4%
BA
748
Bristol Advisors
Pennsylvania
$8.79M +$8.79M +101,900 New
DY
749
Dowling & Yahnke
California
$8.79M -$142K -1,650 -2%
CAM
750
Congress Asset Management
Massachusetts
$8.78M +$3.65M +42,320 +71%