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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 %
ERIM
751
Eagle Ridge Investment Management
Connecticut
$8.76M -$23K -266 -0.3%
FMII
752
Farmers & Merchants Investments Inc
Nebraska
$8.67M +$55.7K +646 +0.6%
CNBT
753
Canandaigua National Bank & Trust
New York
$8.64M +$172K +1,990 +2%
GIM
754
Grassi Investment Management
California
$8.63M +$30.4K +352 +0.4%
TAM
755
Telemark Asset Management
Massachusetts
$8.63M +$8.63M +100,000 New
AA
756
Ancora Advisors
Ohio
$8.6M +$1.66M +19,206 +24%
DG
757
Davidson & Garrard
Virginia
$8.55M -$262K -3,031 -3%
RWA
758
Ropes Wealth Advisors
Massachusetts
$8.54M +$141K +1,637 +2%
CRC
759
Curi RMB Capital
Illinois
$8.53M +$4.73M +54,831 +125%
HRC
760
Hoertkorn Richard Charles
$8.52M -$51.8K -600 -0.6%
MYLI
761
Meiji Yasuda Life Insurance
Japan
$8.5M +$319K +3,700 +4%
EWM
762
Edge Wealth Management
New York
$8.46M -$170K -1,988 -2%
PI
763
Pettee Investors
Connecticut
$8.46M -$64.7K -750 -0.8%
OMC
764
Overbrook Management Corp
New York
$8.43M
CTA
765
Chesley Taft & Associates
Illinois
$8.42M +$308K +3,574 +4%
NPF
766
Norris Perne & French
Michigan
$8.41M -$8.72K -101 -0.1%
AT
767
Arden Trust
Delaware
$8.4M +$119K +1,379 +1%
MA
768
Montag & Associates
Georgia
$8.34M +$11.2K +130 +0.1%
BCM
769
BTC Capital Management
Iowa
$8.33M -$146K -1,690 -2%
PFP
770
Pinnacle Financial Partners
Tennessee
$8.33M +$500K +5,793 +6%
BHIA
771
Birch Hill Investment Advisors
Massachusetts
$8.33M +$124K +1,435 +2%
BCMO
772
Buckingham Capital Management (Ohio)
Ohio
$8.31M +$96.4K +1,117 +1%
VV
773
Verity & Verity
South Carolina
$8.3M -$68.8K -797 -0.8%
TMAM
774
Tokio Marine Asset Management
Japan
$8.27M +$241K +2,792 +3%
VF
775
Virtu Financial
New York
$8.25M +$8.25M +95,625 New