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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 %
PFM
1276
PacWest Financial Management
Arizona
$2.18M +$2.18M +2,525 New
PHS
1277
Pekin Hardy Strauss
Illinois
$2.16M -$163K -1,890 -7%
WCA
1278
Westover Capital Advisors
Delaware
$2.16M -$79.1K -917 -4%
ACM
1279
Atika Capital Management
New York
$2.16M +$2.16M +25,000 New
CFG
1280
CKW Financial Group
Hawaii
$2.15M -$63.2K -732 -3%
ST
1281
Sentinel Trust
Texas
$2.13M -$3.9M -45,195 -65%
SICM
1282
Sustainable Insight Capital Management
New York
$2.13M +$2.13M +24,700 New
VCAM
1283
Van Cleef Asset Management
Ohio
$2.13M -$25.8K -299 -1%
PCA
1284
Peddock Capital Advisors
Massachusetts
$2.13M +$48.1K +557 +2%
PVWM
1285
Point View Wealth Management
New Jersey
$2.12M -$88.6K -1,027 -4%
SA
1286
Strategic Advisors
New York
$2.11M +$56.5K +655 +3%
NI
1287
Numeric Investors
Massachusetts
$2.11M +$336K +3,900 +19%
MWP
1288
MYCIO Wealth Partners
Pennsylvania
$2.1M +$441K +5,109 +27%
MWM
1289
Marietta Wealth Management
Georgia
$2.1M +$2.1M +24,320 New
LWM
1290
LBA Wealth Management
Florida
$2.1M +$31.8K +369 +2%
SCA
1291
Snowden Capital Advisors
New York
$2.08M -$104K -1,200 -5%
GT
1292
Greenleaf Trust
Michigan
$2.08M -$80.8K -936 -4%
WCM
1293
Wunderlich Capital Managemnt
Tennessee
$2.07M -$49.9K -578 -2%
CPA
1294
Court Place Advisors
Maryland
$2.06M -$29.7K -344 -1%
IP
1295
Intellectus Partners
California
$2.06M +$2.06M +23,854 New
HCM
1296
Howland Capital Management
Massachusetts
$2.05M +$776K +8,993 +61%
LAIC
1297
Lederer & Associates Investment Counsel
California
$2.05M +$2.05M +23,750 New
CPA
1298
Cowen Prime Advisors
New York
$2.05M -$129K -1,500 -6%
WSTAM
1299
Wilbanks Smith & Thomas Asset Management
Virginia
$2.05M +$293K +3,395 +17%
FIM
1300
Frontier Investment Management
Texas
$2.04M -$155K -1,815 -7%