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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 %
LMIM
951
Lockheed Martin Investment Management
Maryland
$5.01M
Wealth Enhancement Advisory Services
952
Wealth Enhancement Advisory Services
Minnesota
$5M +$1.51M +17,459 +43%
UFG
953
United Fire Group
Iowa
$4.98M
AWCI
954
Alpine Woods Capital Investors
New York
$4.98M -$768K -8,900 -13%
CCMINC
955
Cardinal Capital Management Inc (North Carolina)
North Carolina
$4.98M -$28.1K -326 -0.6%
BG
956
Bollard Group
Massachusetts
$4.97M +$61.6K +714 +1%
LNC
957
Lincoln National Corp
Pennsylvania
$4.97M +$120K +1,393 +2%
HBT
958
Hills Bank & Trust
Iowa
$4.94M -$75.5K -875 -2%
WPP
959
Whalerock Point Partners
Rhode Island
$4.94M -$112K -1,300 -2%
PAM
960
Peak Asset Management
Colorado
$4.94M -$297K -3,440 -6%
CI
961
Capital International
California
$4.93M -$164K -1,900 -3%
KWMG
962
King Wealth Management Group
Florida
$4.93M +$3.08M +35,744 +167%
PIM
963
Penobscot Investment Management
Massachusetts
$4.92M -$53.7K -622 -1%
GCA
964
Greenwood Capital Associates
South Carolina
$4.91M -$154K -1,786 -3%
ICOA
965
Investment Centers of America
North Dakota
$4.9M +$916K +10,583 +23%
ECM
966
Elgethun Capital Management
South Dakota
$4.89M +$4.89M +56,842 New
LNWWM
967
Laird Norton Wetherby Wealth Management
California
$4.87M +$99.2K +1,150 +2%
BPM
968
Bowling Portfolio Management
Ohio
$4.86M -$600K -6,957 -11%
MAM
969
Martingale Asset Management
Massachusetts
$4.86M -$936K -10,840 -16%
AIC
970
Argus Investors Counsel
New York
$4.85M -$235K -2,725 -5%
BIC
971
Bridges Investment Counsel
Nebraska
$4.85M -$108K -1,249 -2%
SFA
972
Sequoia Financial Advisors
Ohio
$4.82M +$199K +2,311 +4%
YIA
973
YHB Investment Advisors
Connecticut
$4.8M +$753K +8,724 +19%
PCA
974
PL Capital Advisors
Florida
$4.79M
HFM
975
Hartford Financial Management
Connecticut
$4.78M -$121K -1,400 -2%