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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 %
BOS
1301
Bank of Stockton
California
$2.02M +$83.2K +964 +4%
AGM
1302
Alpine Global Management
New York
$2.01M +$2.01M +23,319 New
JIC
1303
Joel Isaacson & Co
New York
$2.01M -$104K -1,203 -5%
Koshinski Asset Management
1304
Koshinski Asset Management
Illinois
$2.01M -$88K -1,020 -4%
BCM
1305
Birmingham Capital Management
Alabama
$2.01M -$76.8K -890 -4%
QI
1306
QV Investors
Alberta, Canada
$2.01M -$525K -6,090 -21%
MFBTD
1307
MB Financial Bank - Trust Department
Illinois
$2.01M +$334K +3,875 +20%
Cetera Investment Advisers
1308
Cetera Investment Advisers
Illinois
$2.01M +$232K +2,685 +13%
SCP
1309
Sandhill Capital Partners
New York
$2M +$77.2K +894 +4%
ATC
1310
Adirondack Trust Company
New York
$2M -$15.2K -176 -0.8%
DMK
1311
David M. Knott
$1.99M
GEA
1312
Glen Eagle Advisors
New Jersey
$1.99M +$1.99M +23,043 New
SSWM
1313
Sheets Smith Wealth Management
North Carolina
$1.98M +$4.32K +50 +0.2%
WPA
1314
West Paces Advisors
Georgia
$1.98M +$1.98M +22,931 New
PA
1315
Parallel Advisors
California
$1.98M +$1.98M +22,919 New
MHIM
1316
MacNealy Hoover Investment Management
Ohio
$1.98M -$165K -1,907 -8%
FBB
1317
Fulton Breakefield Broenniman
Maryland
$1.95M +$85.1K +986 +5%
CSM
1318
CAMG Solamere Management
North Carolina
$1.95M +$1.95M +22,569 New
BSW
1319
Buckingham Strategic Wealth
Missouri
$1.95M +$117K +1,353 +6%
SCI
1320
S&CO Inc
Massachusetts
$1.94M -$1.17M -13,600 -38%
RSS
1321
Rosenblum Silverman Sutton
California
$1.94M +$22.1K +256 +1%
FIM
1322
Freedom Investment Management
Connecticut
$1.92M +$342K +3,966 +22%
FCFC
1323
First Commonwealth Financial Corp
Pennsylvania
$1.92M -$10.3K -119 -0.5%
AIA
1324
Armor Investment Advisors
North Carolina
$1.91M +$1.91M +22,161 New
CHC
1325
City Holding Co
West Virginia
$1.91M -$35.6K -412 -2%