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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 %
LFAS
926
Level Four Advisory Services
Texas
$5.35M +$5.35M +62,010 New
JAM
927
Jolley Asset Management
North Carolina
$5.28M -$138K -1,594 -3%
TCOT
928
Trust Company of Toledo
Ohio
$5.26M +$191K +2,215 +4%
BHB
929
Bank Hapoalim BM
Israel
$5.26M -$593K -6,875 -10%
MC
930
Middleton & Co
Massachusetts
$5.25M +$1.91M +22,150 +57%
DCM
931
Delta Capital Management
New Jersey
$5.24M -$60.4K -700 -1%
CWM
932
Catamount Wealth Management
Connecticut
$5.23M -$166K -1,926 -3%
KLWA
933
Kelly Lawrence W & Associates
California
$5.23M +$4.31M +50,000 +474%
Jacobs Levy Equity Management
934
Jacobs Levy Equity Management
New Jersey
$5.21M +$3.83M +44,420 +279%
RIA
935
RPG Investment Advisory
California
$5.19M -$128K -1,488 -2%
CFC
936
Cincinnati Financial Corp
Ohio
$5.18M
BC
937
Brinker Capital
Pennsylvania
$5.18M +$5.18M +60,000 New
CT
938
Cambridge Trust
Massachusetts
$5.12M +$309K +3,579 +6%
BPC
939
Banque Pictet & Cie
Switzerland
$5.11M +$884K +10,250 +21%
CBN
940
Cadence Bank NA
Texas
$5.1M -$1.21M -14,075 -19%
FANJ
941
Financial Architects (New Jersey)
New Jersey
$5.1M -$249K -2,882 -5%
LIM
942
Leavell Investment Management
Alabama
$5.09M +$403K +4,673 +9%
SC
943
Schulhoff & Co
Ohio
$5.06M -$62.7K -727 -1%
RAM
944
Redmond Asset Management
Virginia
$5.05M -$122K -1,409 -2%
BFIM
945
Beese Fulmer Investment Management
Ohio
$5.05M +$125K +1,453 +3%
CA
946
Clearstead Advisors
Ohio
$5.04M +$5.04M +58,423 New
SSI
947
Scott & Selber Inc
Texas
$5.04M +$1.83M +21,189 +57%
CB
948
Community Bank
New York
$5.04M -$199K -2,309 -4%
CFA
949
Capstone Financial Advisors
Illinois
$5.03M +$2.93K +34 +0.1%
KCMRT
950
Kemper Corp Master Retirement Trust
Illinois
$5.01M