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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 %
CC
1151
Courier Capital
New York
$3.08M -$233K -2,698 -7%
ES
1152
Equitec Specialists
Illinois
$3.07M +$3.06M +35,460 +35,460%
NIMI
1153
Natixis Investment Managers International
France
$3.07M +$1.81M +20,979 +144%
IAA
1154
Independent Advisor Alliance
North Carolina
$3.07M +$3.07M +36,744 New
GWM
1155
Geneos Wealth Management
Colorado
$3.06M -$37.4K -433 -1%
BW
1156
Bison Wealth
Georgia
$3.03M -$33.8K -392 -1%
SFFS
1157
Stonehage Fleming Financial Services
Jersey
$3.03M -$847K -9,812 -22%
WIM
1158
Waverton Investment Management
United Kingdom
$3.02M +$2.09M +24,243 +224%
UR
1159
USCA RIA
Texas
$3M -$2.54M -29,393 -46%
RCM
1160
Riverhead Capital Management
Delaware
$3M -$1.92M -22,190 -39%
PA
1161
Perennial Advisors
New York
$3M +$3M +34,720 New
MIS
1162
Morningstar Investment Services
Illinois
$2.99M +$2.08M +24,127 +230%
TAM
1163
Tiverton Asset Management
Delaware
$2.98M +$2.98M +34,581 New
AI
1164
Atria Investments
North Carolina
$2.98M +$264K +3,063 +10%
LJAC
1165
L.J. Altfest & Co
New York
$2.96M -$122K -1,415 -4%
IAMOG
1166
Investors Asset Management of Georgia
Georgia
$2.96M +$21.6K +250 +0.7%
HIC
1167
Harvey Investment Company
Kentucky
$2.96M
DBIA
1168
Dumont & Blake Investment Advisors
New Jersey
$2.95M -$18.1K -210 -0.6%
WS
1169
Wedbush Securities
California
$2.95M -$571K -6,614 -16%
SFSIG
1170
San Francisco Sentry Investment Group
California
$2.94M +$130K +1,502 +5%
TWA
1171
TCI Wealth Advisors
Arizona
$2.93M +$54.4K +631 +2%
CIM
1172
CIM Investment Management
Pennsylvania
$2.92M +$35.6K +412 +1%
FWM
1173
Frontier Wealth Management
Missouri
$2.92M -$77.7K -900 -3%
ZCA
1174
Zeke Capital Advisors
Pennsylvania
$2.92M +$2.1M +24,387 +259%
CWM
1175
Circle Wealth Management
New Jersey
$2.91M +$2.91M +33,711 New