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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 %
MIM
1226
Midwest Investment Management
Ohio
$2.51M -$62.1K -720 -2%
BA
1227
Bristlecone Advisors
Washington
$2.51M +$1.69M +19,587 +207%
LCM
1228
Leisure Capital Management
California
$2.5M -$34.9K -405 -1%
FBT
1229
First Bankers Trust
Kentucky
$2.49M -$10.2K -118 -0.4%
GAM
1230
Gotham Asset Management
New York
$2.49M +$1.1M +12,701 +79%
NB
1231
Nicolet Bankshares
Wisconsin
$2.49M -$310K -3,595 -11%
DVM
1232
Dreman Value Management
Florida
$2.47M -$776K -8,997 -24%
HPCM
1233
High Pointe Capital Management
Illinois
$2.47M -$33.7K -390 -1%
FMTCOCP
1234
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.46M +$2.46M +28,468 New
FCH
1235
Freestone Capital Holdings
Washington
$2.45M -$24.7K -286 -1%
RC
1236
RegentAtlantic Capital
New Jersey
$2.45M -$33.2K -385 -1%
CWM
1237
Concert Wealth Management
California
$2.44M -$4.59M -53,184 -65%
LBG
1238
Lloyds Banking Group
United Kingdom
$2.44M
BA
1239
Birinyi Associates
Connecticut
$2.43M -$34.5K -400 -1%
PWW
1240
Pettyjohn Wood & White
Virginia
$2.43M -$5.61K -65 -0.2%
DIA
1241
Dean Investment Associates
Ohio
$2.41M +$15.7K +182 +0.7%
VFA
1242
Voya Financial Advisors
Connecticut
$2.41M -$21K -244 -0.9%
WSC
1243
Wellington Shields & Co
New York
$2.4M +$4.83K +56 +0.2%
EHWM
1244
Eads & Heald Wealth Management
Georgia
$2.39M -$185K -2,139 -7%
MCM
1245
Monarch Capital Management
Indiana
$2.39M -$21.6K -250 -0.9%
IIM
1246
Ipswich Investment Management
Massachusetts
$2.39M +$54.4K +631 +2%
OA
1247
Outfitter Advisors
Virginia
$2.37M
CBTWT
1248
Community Bank & Trust (Waco, Texas)
Texas
$2.36M +$8.63K +100 +0.4%
BAM
1249
Burgundy Asset Management
Ontario, Canada
$2.36M
MCM
1250
Maryland Capital Management
Maryland
$2.36M +$25.6K +297 +1%