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 %
AR
1051
Advisory Research
Illinois
$3.88M -$654K -7,576 -14%
CII
1052
Capital International Inc
California
$3.87M +$1.67M +19,360 +76%
CBU
1053
CIBC Bank USA
Illinois
$3.85M -$1.99M -23,021 -34%
RMSCM
1054
R.M. Sincerbeaux Capital Management
New York
$3.83M
ACP
1055
Aviance Capital Partners
Florida
$3.82M -$252K -2,917 -6%
HCA
1056
Horan Capital Advisors
Ohio
$3.82M +$12.5K +145 +0.3%
PPSG
1057
Princeton Portfolio Strategies Group
New Jersey
$3.81M +$4.31K +50 +0.1%
FMWA
1058
Forvis Mazars Wealth Advisors
Missouri
$3.81M +$60.1K +696 +2%
WIS
1059
Wright Investors Service
Connecticut
$3.8M +$1.48M +17,187 +64%
CCP
1060
Cardan Capital Partners
Colorado
$3.8M -$35.1K -407 -0.9%
BWAM
1061
Boyd Watterson Asset Management
Ohio
$3.79M -$123K -1,424 -3%
CA
1062
CapWealth Advisors
Tennessee
$3.77M -$12.8K -148 -0.3%
BBHC
1063
Brown Brothers Harriman & Co
New York
$3.77M -$57.3K -664 -1%
WPIC
1064
White Pine Investment Company
Michigan
$3.77M -$24.2K -280 -0.6%
GWM
1065
Graybill Wealth Management
Illinois
$3.77M +$63K +730 +2%
ACM
1066
Alpha Capital Management
Texas
$3.75M -$2.01M -23,321 -35%
AMM
1067
American Money Management
California
$3.75M -$693K -8,032 -16%
RVM
1068
Robinson Value Management
Texas
$3.74M +$3.74M +43,390 New
AWP
1069
Ascent Wealth Partners
New York
$3.74M -$51.1K -592 -1%
CCG
1070
Cypress Capital Group
Florida
$3.74M +$1.23M +14,290 +49%
IA
1071
Icon Advisers
Colorado
$3.74M -$3.19M -37,000 -46%
SGA
1072
Strategic Global Advisors
California
$3.74M +$1.09M +12,676 +41%
ANRIA
1073
American National Registered Investment Advisor
Texas
$3.73M
PWS
1074
Peloton Wealth Strategists
Indiana
$3.72M +$17.3K +200 +0.5%
HA
1075
Halsey Associates
Connecticut
$3.72M -$43.6K -505 -1%