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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 %
GP
1126
Girard Partners
Pennsylvania
$3.28M +$97.2K +1,127 +3%
BFO
1127
Boston Family Office
Massachusetts
$3.28M -$19K -220 -0.6%
MBA
1128
McQueen Ball & Associates
Pennsylvania
$3.28M -$24.3K -281 -0.7%
MPA
1129
Marvin & Palmer Associates
Delaware
$3.28M +$3.28M +37,960 New
LRPA
1130
L. Roy Papp & Associates
Arizona
$3.26M
HC
1131
Hendley & Co
Ohio
$3.26M -$3.02K -35 -0.1%
BFA
1132
Bragg Financial Advisors
North Carolina
$3.26M +$492K +5,706 +18%
UBG
1133
United Bank (Georgia)
Georgia
$3.25M +$3.25M +37,714 New
CCA
1134
Checchi Capital Advisers
California
$3.23M +$239K +2,770 +8%
IPC
1135
Independent Portfolio Consultants
Florida
$3.23M -$240K -2,783 -7%
TBNY
1136
Trustco Bank (New York)
New York
$3.21M -$12.9K -150 -0.4%
BSB
1137
Bangor Savings Bank
Maine
$3.19M +$49.9K +578 +2%
CDH
1138
Charles D. Hyman
$3.19M +$678K +7,855 +27%
SIMM
1139
Stillwater Investment Management (Minnesota)
Minnesota
$3.18M -$16.9K -196 -0.5%
WA
1140
WealthTrust Axiom
Pennsylvania
$3.17M +$49.6K +575 +2%
GIA
1141
Guyasuta Investment Advisors
Pennsylvania
$3.16M -$56.8K -658 -2%
TSWM
1142
Triangle Securities Wealth Management
North Carolina
$3.14M -$164K -1,904 -5%
HCM
1143
Hall Capital Management
Rhode Island
$3.13M +$3.13M +36,250 New
SWM
1144
Stockman Wealth Management
Montana
$3.12M -$42.5K -492 -1%
OCM
1145
One Capital Management
California
$3.11M -$91.3K -1,058 -3%
BGC
1146
Blue Granite Capital
South Carolina
$3.11M +$3.11M +36,040 New
SMFG
1147
Sumitomo Mitsui Financial Group
Japan
$3.1M +$3.1M +35,972 New
SCM
1148
Sterneck Capital Management
Missouri
$3.09M -$232K -2,687 -7%
CIC
1149
Cornercap Investment Counsel
Georgia
$3.09M +$3.09M +35,848 New
ECML
1150
Eagle Capital Management (Louisiana)
Louisiana
$3.09M -$10.5K -122 -0.3%