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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 %
CCM
876
CWH Capital Management
Washington
$6.14M -$22K -255 -0.4%
MCMT
877
Moon Capital Management (Tennessee)
Tennessee
$6.14M -$189K -2,186 -3%
BHWM
878
Bar Harbor Wealth Management
New Hampshire
$6.12M +$191K +2,213 +3%
ANTB
879
AMG National Trust Bank
Colorado
$6.1M +$256K +2,963 +4%
CIS
880
Connors Investor Services
Pennsylvania
$6.06M -$6.23M -72,240 -51%
LPT
881
Legacy Private Trust
Wisconsin
$6.04M +$4.05M +46,899 +203%
MRCM
882
M&R Capital Management
New Jersey
$6.03M +$199K +2,307 +3%
FLPIM
883
F.L. Putnam Investment Management
Massachusetts
$6.01M -$706K -8,180 -11%
PCA
884
Personal Capital Advisors
California
$6M +$788K +9,128 +15%
NFA
885
Nuveen Fund Advisors
Illinois
$5.99M -$625K -7,241 -9%
PGIM
886
Pacific Global Investment Management
California
$5.99M +$283K +3,284 +5%
SB
887
Simmons Bank
Arkansas
$5.97M -$15.8K -183 -0.3%
FA
888
Fagan Associates
New York
$5.96M -$59.5K -690 -1%
SHGA
889
Sand Hill Global Advisors
California
$5.96M +$51.5K +597 +0.9%
WBG
890
Wharton Business Group
Pennsylvania
$5.95M -$1.74M -20,112 -23%
WFMPM
891
Woodley Farra Manion Portfolio Management
Indiana
$5.94M +$4.81M +55,770 +429%
AL
892
Aspiriant LLC
California
$5.93M +$11.2K +130 +0.2%
ECM
893
Everence Capital Management
Indiana
$5.93M +$932K +10,797 +19%
FCT
894
Family Capital Trust
Massachusetts
$5.92M -$866K -10,041 -13%
TCM
895
Tradition Capital Management
New Jersey
$5.9M -$2.43M -28,212 -29%
ISB
896
Iowa State Bank
Iowa
$5.88M +$84K +974 +1%
JWBC
897
J.W. Burns & Co
New York
$5.87M +$76.2K +883 +1%
NCM
898
Nelson Capital Management
California
$5.84M -$174K -2,022 -3%
CIM
899
CenturyLink Investment Management
Colorado
$5.83M -$465K -5,393 -7%
FNFDCM
900
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.83M