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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 %
DLCIG
851
D.L. Carlson Investment Group
New Hampshire
$6.61M +$28.2K +327 +0.4%
DLG
852
Daniel L. Goodwin
$6.61M
PAIM
853
Punch & Associates Investment Management
Minnesota
$6.59M -$868K -10,059 -12%
Pacer Advisors
854
Pacer Advisors
Pennsylvania
$6.56M -$226K -2,622 -3%
RIM
855
Rainier Investment Management
Washington
$6.54M +$6.54M +75,780 New
BWM
856
Braver Wealth Management
Massachusetts
$6.52M +$66.5K +771 +1%
EFS
857
Essex Financial Services
Connecticut
$6.52M +$605K +7,013 +10%
BCM
858
Bourgeon Capital Management
Connecticut
$6.51M -$1.36M -15,739 -17%
SGCA
859
Steel Grove Capital Advisors
Tennessee
$6.51M +$958K +11,100 +17%
LD
860
Lipe & Dalton
New York
$6.48M -$10.6K -123 -0.2%
MP
861
MSD Partners
New York
$6.47M -$15.1M -175,000 -70%
BTNA
862
Bremer Trust National Association
Minnesota
$6.46M -$701K -8,120 -10%
RJA
863
Robshaw & Julian Associates
New York
$6.41M -$73.4K -850 -1%
BCM
864
BlueCrest Capital Management
Jersey
$6.39M -$7.17M -83,075 -53%
SIC
865
Sigma Investment Counselors
Michigan
$6.35M -$21.7K -251 -0.3%
WKWM
866
Walter & Keenan Wealth Management
Indiana
$6.34M -$484K -5,610 -7%
CTA
867
Colonial Trust Advisors
South Carolina
$6.33M -$46.8K -542 -0.7%
AL
868
Agran Libbie
California
$6.3M +$76.9K +891 +1%
EIM
869
Essex Investment Management
Massachusetts
$6.29M +$3.46M +40,102 +122%
I
870
IberiaBank
Louisiana
$6.22M +$512K +5,930 +9%
GC
871
Grace Capital
Massachusetts
$6.22M +$5.7M +66,050 +1,101%
Carson Wealth (CWM LLC)
872
Carson Wealth (CWM LLC)
Nebraska
$6.18M +$800K +9,269 +15%
CIA
873
Capital Investment Advisors
Georgia
$6.17M +$70K +811 +1%
RI
874
Redwood Investments
Massachusetts
$6.17M +$6.17M +71,495 New
GCM
875
Garland Capital Management
Washington
$6.15M -$8.63K -100 -0.1%