JPM icon

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 %
NPC
1201
National Planning Corporation
California
$2.76M +$45.8K +541 +2%
AC
1202
Addison Capital
Pennsylvania
$2.75M -$8.46K -98 -0.3%
LBC
1203
Lawrence B. Cohen
$2.74M +$276K +3,195 +11%
TIA
1204
Tiemann Investment Advisors
California
$2.74M -$336K -3,890 -11%
NPT
1205
Nixon Peabody Trust
Massachusetts
$2.73M +$13.8K +160 +0.5%
KJHP
1206
K.J. Harrison & Partners
Ontario, Canada
$2.72M -$3.41M -39,470 -56%
CWM
1207
Concentric Wealth Management
California
$2.72M +$2.72M +31,465 New
HCA
1208
Harbour Capital Advisors
Virginia
$2.7M -$31.2K -362 -1%
ST
1209
Somerset Trust
Pennsylvania
$2.69M -$152K -1,757 -5%
NJBEST
1210
New Jersey Better Educational Savings Trust
New Jersey
$2.68M -$604K -7,000 -18%
FA
1211
FCG Advisors
New Jersey
$2.67M -$197K -2,288 -7%
CL
1212
CPWM LLC
Washington
$2.66M -$1.97M -22,828 -43%
WOC
1213
West Oak Capital
California
$2.66M -$128K -1,484 -5%
WPA
1214
Winning Points Advisors
Florida
$2.64M +$2.64M +30,643 New
WAS
1215
Winch Advisory Services
Wisconsin
$2.63M -$119K -1,380 -4%
First Eagle Investment Management
1216
First Eagle Investment Management
New York
$2.62M
HIH
1217
HRS Investment Holdings
New York
$2.59M -$432K -5,000 -14%
AH
1218
Allen Holding
New York
$2.59M
AFM
1219
Anson Funds Management
Texas
$2.59M
MHS
1220
M Holdings Securities
Oregon
$2.59M -$12.9K -150 -0.5%
CK
1221
Cohen Klingenstein
New York
$2.56M +$1.67M +19,300 +186%
FFA
1222
Fragasso Financial Advisors
Pennsylvania
$2.55M -$483K -5,598 -16%
MPIA
1223
Mountain Pacific Investment Advisers
Idaho
$2.55M
ARMT
1224
Amica Retiree Medical Trust
Rhode Island
$2.52M
NFG
1225
Next Financial Group
Texas
$2.51M -$36.2K -419 -1%