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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 %
LPIC
1101
LeJeune Puetz Investment Counsel
Michigan
$3.48M +$3.48M +40,277 New
WCM
1102
Washington Capital Management
Washington
$3.47M -$39.3K -455 -1%
CAL
1103
Capital Analysts LLC
Pennsylvania
$3.46M -$519K -6,012 -13%
MFS
1104
Monetta Financial Services
Illinois
$3.45M
JC
1105
JBF Capital
Colorado
$3.45M
HSA
1106
HBK Sorce Advisory
Pennsylvania
$3.44M -$340K -3,936 -9%
PAI
1107
Pittenger & Anderson Inc
Nebraska
$3.44M +$71.2K +825 +2%
SI
1108
SII Investments
Wisconsin
$3.44M +$243K +2,815 +8%
CPIM
1109
Columbia Partners Investment Management
Virginia
$3.43M -$776 -9 -0%
VWM
1110
Valley Wealth Managers
New Jersey
$3.42M -$66.7K -773 -2%
PPCM
1111
Pillar Pacific Capital Management
California
$3.41M +$4.32K +50 +0.1%
TWM
1112
Torch Wealth Management
Ohio
$3.4M -$233K -2,699 -6%
GA
1113
GFS Advisors
Texas
$3.4M -$418K -4,850 -11%
FMT
1114
First Mercantile Trust
Tennessee
$3.39M -$15.4K -179 -0.5%
RAM
1115
Roanoke Asset Management
New Jersey
$3.37M -$116K -1,350 -3%
WIC
1116
Woodmont Investment Counsel
Tennessee
$3.37M +$233K +2,700 +7%
3C
1117
361 Capital
Colorado
$3.36M +$3.36M +38,897 New
MBTD
1118
Mechanics Bank - Trust Department
California
$3.35M -$24.2K -280 -0.7%
ATC
1119
Argent Trust Co
Tennessee
$3.33M -$409K -4,738 -11%
PNAA
1120
Pictet North America Advisors
Switzerland
$3.32M +$884K +10,250 +36%
OIA
1121
Optimum Investment Advisors
Illinois
$3.32M -$59.5K -690 -2%
BKA
1122
Brick & Kyle Associates
Pennsylvania
$3.31M -$17.2K -199 -0.5%
TA
1123
Tiedemann Advisors
New York
$3.31M +$1.53M +17,729 +86%
CAM
1124
Columbia Asset Management
Michigan
$3.31M +$103K +1,193 +3%
ICOM
1125
Investment Counselors of Maryland
Maryland
$3.3M -$267K -3,095 -7%