JPM icon

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 %
IWM
1026
Integrated Wealth Management
California
$4.01M -$1.04K -12 -0%
DWT
1027
Dorsey & Whitney Trust
South Dakota
$4.01M +$3.8K +44 +0.1%
SFP
1028
Shepherd Financial Partners
Massachusetts
$4.01M +$4.01M +45,981 New
ECM
1029
EagleClaw Capital Management
Massachusetts
$4M -$4.32K -50 -0.1%
II
1030
IFM Investors
Australia
$4M +$4M +46,341 New
VST
1031
Van Strum & Towne
California
$3.98M -$14.8K -172 -0.4%
ACM
1032
Argyle Capital Management
Pennsylvania
$3.97M -$77.7K -900 -2%
AIS
1033
AlphaOne Investment Services
Pennsylvania
$3.97M +$3.97M +46,000 New
GIM
1034
Goelzer Investment Management
Indiana
$3.96M -$301K -3,491 -7%
BIM
1035
Beach Investment Management
Pennsylvania
$3.96M +$2.29M +26,590 +137%
RCM
1036
Radnor Capital Management
Pennsylvania
$3.95M +$3.95M +45,740 New
CA
1037
Cetera Advisors
Colorado
$3.94M +$24.7K +286 +0.6%
APP
1038
Avantax Planning Partners
Iowa
$3.94M +$3.94M +45,637 New
LWM
1039
Lyell Wealth Management
California
$3.93M +$3.93M +45,531 New
EM
1040
Excalibur Management
Massachusetts
$3.93M -$157K -1,815 -4%
PFM
1041
Premier Fund Managers
United Kingdom
$3.93M +$3.31M +38,500 +532%
SAM
1042
Sawgrass Asset Management
Florida
$3.93M -$28K -325 -0.7%
PIM
1043
Perkins Investment Management
Illinois
$3.92M +$397K +4,606 +11%
BCA
1044
Bray Capital Advisors
Florida
$3.91M -$174K -2,014 -4%
CSA
1045
Cottage Street Advisors
Massachusetts
$3.9M +$93.6K +1,085 +2%
CT
1046
Chicago Trust
Illinois
$3.88M -$637K -7,384 -14%
HWA
1047
HCR Wealth Advisors
California
$3.88M +$3.88M +44,948 New
SPC
1048
Sigma Planning Corp
Michigan
$3.88M +$364K +4,221 +10%
WAM
1049
Wealthspire Advisors (Maryland)
Maryland
$3.88M -$432K -5,003 -10%
DPIM
1050
Duff & Phelps Investment Management
Illinois
$3.88M -$142K -1,640 -4%