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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 %
BOC
901
Barbara Oil Co
Illinois
$5.78M
OMCS
902
Old Mutual Customised Solutions
South Africa
$5.76M +$2.45M +28,400 +74%
AP
903
Advisor Partners
California
$5.74M +$604K +6,998 +12%
SNT
904
Security National Trust
West Virginia
$5.72M -$5.09M -59,024 -47%
AA
905
Apriem Advisors
California
$5.7M -$177K -2,046 -3%
PVH
906
Psagot Value Holdings
Israel
$5.69M -$654K -7,578 -10%
ECM
907
ETrade Capital Management
Virginia
$5.69M +$728K +8,436 +15%
WIM
908
Wittenberg Investment Management
Massachusetts
$5.67M +$5.67M +65,755 New
MC
909
MRJ Capital
New York
$5.67M
WCM
910
Windward Capital Management
California
$5.66M +$5.66M +65,616 New
WTB
911
Washington Trust Bank
Washington
$5.64M -$240K -2,783 -4%
III
912
Independent Investors Inc
New York
$5.64M
PL
913
Parkwood LLC
Ohio
$5.63M -$487K -5,649 -8%
LW
914
Linscomb Wealth
Texas
$5.62M +$56.9K +660 +1%
BO
915
BRR OpCo
Ohio
$5.6M -$1.62M -18,793 -22%
SIA
916
SeaBridge Investment Advisors
New Jersey
$5.54M +$63.4K +735 +1%
MC
917
Moors & Cabot
Massachusetts
$5.51M -$695K -8,055 -11%
SCA
918
Stieven Capital Advisors
Missouri
$5.47M -$8.63K -100 -0.2%
LWCFA
919
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.44M
SAM
920
Selway Asset Management
$5.44M -$233K -2,700 -4%
FDCC
921
Foster Dykema Cabot & Co
Massachusetts
$5.42M -$544K -6,305 -9%
DP
922
Dearborn Partners
Illinois
$5.4M
HW
923
Hancock Whitney
Mississippi
$5.39M -$113K -1,313 -2%
IFAM
924
Institutional & Family Asset Management
Colorado
$5.38M -$115K -1,327 -2%
BAAM
925
Baker Avenue Asset Management
California
$5.37M -$1.28M -14,821 -19%