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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 %
UF
976
Univest Financial
Pennsylvania
$4.77M -$473K -5,487 -9%
WSCM
977
Wellington Shields Capital Management
New York
$4.75M -$103K -1,198 -2%
SBL
978
Sargent Bickham Lagudis
Colorado
$4.71M +$4.63M +53,654 +5,702%
BC
979
Burney Company
Virginia
$4.71M -$905K -10,483 -16%
AIA
980
AGF Investments America
Ontario, Canada
$4.68M +$58.2K +674 +1%
Jane Street
981
Jane Street
New York
$4.68M -$239K -2,772 -5%
CIS
982
Capital International Sarl
California
$4.68M -$60.4K -700 -1%
PTB
983
Pioneer Trust Bank
Oregon
$4.66M -$72.9K -845 -2%
LA
984
LVW Advisors
New York
$4.64M -$67.4K -781 -1%
MC
985
Mathes Company
New York
$4.58M -$162K -1,875 -3%
AIP
986
ARS Investment Partners
New York
$4.58M +$4.58M +53,049 New
BCCM
987
Bridge Creek Capital Management
Massachusetts
$4.57M -$278K -3,225 -6%
TF
988
Tompkins Financial
New York
$4.54M -$27.5K -319 -0.6%
CHAM
989
Clear Harbor Asset Management
Connecticut
$4.51M -$514K -5,951 -10%
COI
990
Connable Office Inc
Michigan
$4.51M -$802K -9,289 -15%
MWM
991
Meridian Wealth Management
Kentucky
$4.5M +$4.5M +52,154 New
SBIA
992
Sheaff Brock Investment Advisors
Indiana
$4.49M -$69.2K -802 -2%
AW
993
ACG Wealth
Georgia
$4.49M +$1.31M +15,129 +41%
WC
994
Woodstock Corp
Massachusetts
$4.46M +$286K +3,312 +7%
BAS
995
Brown Advisory Securities
Maryland
$4.46M +$460K +5,325 +12%
RC
996
Roundview Capital
New Jersey
$4.42M
BAM
997
Boyar Asset Management
New York
$4.41M -$1.87M -21,717 -30%
MWAC
998
Mariner Wealth Advisors (Cincinnati)
Ohio
$4.41M +$590K +6,843 +15%
NMIFOAC
999
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.41M
CCMIC
1000
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$4.4M +$2.76M +31,940 +168%