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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 %
PMG
1076
ProVise Management Group
Florida
$3.71M +$3.02K +35 +0.1%
IMOV
1077
Investment Management of Virginia
Virginia
$3.7M -$214K -2,485 -5%
RWA
1078
River Wealth Advisors
Pennsylvania
$3.7M +$59.5K +690 +2%
ITIM
1079
Indiana Trust & Investment Management
Indiana
$3.69M -$41.4K -480 -1%
NIS
1080
National Investment Services
Wisconsin
$3.69M -$45.3K -525 -1%
KIG
1081
Kessler Investment Group
Indiana
$3.68M +$152K +1,760 +4%
BSWMG
1082
Barrington Strategic Wealth Management Group
Illinois
$3.68M +$432K +5,010 +13%
MCM
1083
McMillion Capital Management
North Carolina
$3.67M -$19.7K -228 -0.5%
HAM
1084
Highstreet Asset Management
Ontario, Canada
$3.63M -$1.97M -22,844 -35%
MNBTD
1085
Moody National Bank Trust Division
Texas
$3.62M
AB
1086
AT Bancorp
Iowa
$3.62M -$183K -2,117 -5%
AUB
1087
Atlantic Union Bankshares
Virginia
$3.62M -$38.6K -447 -1%
MC
1088
Martin & Co
Tennessee
$3.61M -$81.1K -940 -2%
BCM
1089
Blume Capital Management
California
$3.61M -$81.8K -948 -2%
1GA
1090
1st Global Advisors
Texas
$3.59M +$173K +2,006 +5%
FO
1091
FT Options
Illinois
$3.58M +$3.58M +41,500 New
PCA
1092
Private Capital Advisors
Connecticut
$3.58M -$4.31K -50 -0.1%
PCP
1093
Proficio Capital Partners
Massachusetts
$3.58M +$3.46M +40,057 +2,813%
DSC
1094
Duncker Streett & Co
Missouri
$3.57M +$73.8K +855 +2%
NEPWA
1095
New England Private Wealth Advisors
Massachusetts
$3.57M +$28.9K +335 +0.8%
GKFF
1096
George Kaiser Family Foundation
Oklahoma
$3.54M
RC
1097
RBF Capital
California
$3.54M
QCI
1098
Quaker Capital Investments
Pennsylvania
$3.53M
CCM
1099
Coldstream Capital Management
Washington
$3.51M +$293K +3,398 +9%
SCM
1100
Stonebridge Capital Management
California
$3.5M -$1.01M -11,735 -22%