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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 %
BWP
1251
Baldwin Wealth Partners
Massachusetts
$2.35M +$32K +371 +1%
CD
1252
Carl Domino
Florida
$2.35M -$116K -1,341 -5%
SIC
1253
Shoker Investment Counsel
Ohio
$2.35M -$12.5K -145 -0.5%
NPA
1254
Nichols & Pratt Advisers
Massachusetts
$2.34M
NSB
1255
Norway Savings Bank
Maine
$2.34M +$2.34M +27,103 New
AI
1256
Axiom Investors
Connecticut
$2.33M +$657K +7,610 +39%
QI
1257
Quotient Investors
New York
$2.32M
WIC
1258
Whitegate Investment Counselors
New Hampshire
$2.32M -$117K -1,350 -5%
NCM
1259
Neumann Capital Management
California
$2.31M -$112K -1,300 -5%
ADL
1260
Asset Dedication LLC
California
$2.31M +$160K +1,858 +7%
PI
1261
PHH Investments
Texas
$2.3M +$2.3M +26,510 New
MVA
1262
Mount Vernon Associates
Maryland
$2.3M +$25.9K +300 +1%
ZB
1263
Zions Bancorporation
Utah
$2.3M -$68.3K -792 -3%
MCP
1264
Mirador Capital Partners
California
$2.28M -$223K -2,580 -9%
DAC
1265
Dividend Assets Capital
South Carolina
$2.28M -$73.3K -850 -3%
SMM
1266
Stadion Money Management
Georgia
$2.25M -$337K -3,910 -13%
AMIM
1267
Aull & Monroe Investment Management
Alabama
$2.25M
EML
1268
Eos Management LP
New York
$2.24M -$7.43M -86,100 -77%
CIC
1269
Crawford Investment Counsel
Georgia
$2.24M -$27.2K -315 -1%
BI
1270
Boulegeris Investments
Georgia
$2.23M +$375K +4,340 +20%
HCM
1271
Hengehold Capital Management
Ohio
$2.23M -$18.5K -214 -0.8%
SCI
1272
Stableford Capital II
Arizona
$2.22M +$2.22M +25,766 New
CCA
1273
Catalyst Capital Advisors
New York
$2.22M -$1.13M -13,040 -34%
BCM
1274
Boltwood Capital Management
California
$2.22M +$59.3K +687 +3%
PWMAG
1275
Pinnacle Wealth Management Advisory Group
New Jersey
$2.19M +$42.3K +490 +2%