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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 %
PTC
801
Private Trust Company
Ohio
$7.67M -$524K -6,068 -6%
CM
802
Castleark Management
Illinois
$7.63M +$3.58M +41,500 +88%
MCM
803
McKinley Capital Management
Alaska
$7.61M +$7.61M +88,179 New
SIP
804
Stoneridge Investment Partners
Pennsylvania
$7.54M +$202K +2,345 +3%
AF
805
Alerus Financial
North Dakota
$7.51M -$1.39M -16,092 -16%
IAM
806
Impax Asset Management
New Hampshire
$7.51M +$7.51M +87,018 New
AIM
807
Avity Investment Management
Connecticut
$7.5M -$88.7K -1,028 -1%
CFA
808
Carroll Financial Associates
North Carolina
$7.5M -$88.7K -1,028 -1%
FHA
809
First Horizon Advisors
Tennessee
$7.44M
W
810
Wealthfront
California
$7.44M +$933K +10,816 +14%
AP
811
AHL Partners
United Kingdom
$7.44M +$1.05M +12,204 +16%
CCM
812
Compton Capital Management
Rhode Island
$7.43M -$7.44M -86,176 -50%
FCA
813
Florence Capital Advisors
New York
$7.41M +$7.41M +85,853 New
RIM
814
Regent Investment Management
Kentucky
$7.36M -$127K -1,471 -2%
OSNBOA
815
Old Second National Bank of Aurora
Illinois
$7.36M -$80.9K -937 -1%
EAM
816
EULAV Asset Management
Florida
$7.34M +$604K +7,000 +9%
AF
817
Arrow Financial
New York
$7.33M -$103K -1,199 -1%
SCM
818
Suffolk Capital Management
New York
$7.33M
SAM
819
Security Asset Management
New York
$7.31M +$4.75K +55 +0.1%
BC
820
Bartlett & Co
Ohio
$7.3M -$266K -3,086 -4%
BIM
821
Bridges Investment Management
Nebraska
$7.25M -$20.5K -237 -0.3%
BCP
822
Blue Chip Partners
Michigan
$7.24M +$658K +7,624 +10%
FAM
823
Foresters Asset Management
Ontario, Canada
$7.22M -$907K -10,506 -11%
BAC
824
Boys Arnold & Co
North Carolina
$7.22M -$118K -1,362 -2%
GJL
825
Gendell Jeffrey L
$7.18M -$302K -3,500 -4%