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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 %
SFWA
1176
Summit Financial Wealth Advisors
Louisiana
$2.9M +$162K +1,873 +6%
CCM
1177
Coe Capital Management
Illinois
$2.88M
AWM
1178
Altavista Wealth Management
North Carolina
$2.88M -$29.3K -340 -1%
WC
1179
Whitney & Co
New York
$2.88M +$53.5K +620 +2%
AC
1180
Abbrea Capital
California
$2.87M +$2.87M +33,230 New
RCAG
1181
Rehmann Capital Advisory Group
Michigan
$2.86M -$312K -3,621 -10%
CIG
1182
Consolidated Investment Group
Colorado
$2.85M
IC
1183
Investment Counsel
Michigan
$2.84M -$8.63K -100 -0.3%
GD
1184
Grandfield & Dodd
New York
$2.84M -$49.2K -570 -2%
HIM
1185
Hutchens Investment Management
New Hampshire
$2.82M -$580K -6,718 -17%
LCC
1186
Lincoln Capital Corp
Rhode Island
$2.81M +$2.81M +32,638 New
TCM
1187
Texan Capital Management
Texas
$2.81M -$117K -1,358 -4%
PG
1188
Patten Group
Tennessee
$2.8M -$87.9K -1,011 -3%
ST
1189
Smithfield Trust
Pennsylvania
$2.8M +$423K +4,904 +18%
HW
1190
Hedeker Wealth
Illinois
$2.79M +$2.61M +30,198 +1,388%
SM
1191
Salzhauer Michael
$2.79M
IWA
1192
IBEX Wealth Advisors
New Jersey
$2.78M +$2.78M +33,244 New
RG
1193
Renaissance Group
Kentucky
$2.77M -$200K -2,320 -7%
CAM
1194
Chesapeake Asset Management
New York
$2.77M
CS
1195
Credential Securities
$2.77M +$75.1K +870 +3%
SCM
1196
SOL Capital Management
Maryland
$2.77M -$85.6K -992 -3%
BCM
1197
Beck Capital Management
Texas
$2.77M +$2.77M +32,060 New
DWM
1198
Dorchester Wealth Management
Quebec, Canada
$2.76M -$159K -1,840 -5%
GXMC
1199
Global X Management Company
New York
$2.76M -$431 -5 -0%
OC
1200
Oarsman Capital
Wisconsin
$2.76M -$956K -11,077 -26%