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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 %
UBWV
1326
United Bank (West Virginia)
West Virginia
$1.91M -$2.11M -24,488 -53%
SC
1327
Savant Capital
Illinois
$1.89M -$53K -614 -3%
NDSI
1328
Newman Dignan & Sheerar Inc
Rhode Island
$1.89M -$49.7K -576 -3%
SCM
1329
Salem Capital Management
Massachusetts
$1.89M +$317K +3,675 +20%
WEC
1330
Winslow Evans & Crocker
Massachusetts
$1.89M -$113K -1,308 -6%
HFBOT
1331
Home Federal Bank of Tennessee
Tennessee
$1.89M -$12.9K -150 -0.7%
STB
1332
S&T Bank
Pennsylvania
$1.89M +$12.1K +140 +0.6%
IIC
1333
Integrated Investment Consultants
Michigan
$1.88M
OCG
1334
Opus Capital Group
Ohio
$1.87M -$50.6K -587 -3%
SI
1335
Sprott Inc
Ontario, Canada
$1.86M +$663K +7,688 +55%
AAM
1336
Aureus Asset Management
Massachusetts
$1.86M -$163K -1,890 -8%
IDBONY
1337
Israel Discount Bank of New York
New York
$1.86M +$1.86M +21,525 New
SIG
1338
Schaller Investment Group
North Carolina
$1.86M
KM
1339
Kalos Management
Georgia
$1.86M +$28K +324 +2%
ACI
1340
Alpha Cubed Investments
California
$1.86M +$517K +5,992 +39%
SSP
1341
Sapphire Star Partners
Washington
$1.85M -$172K -1,916 -9%
TM
1342
Thrax Management
New York
$1.84M +$1.84M +21,356 New
BMC
1343
Benin Management Corp
Connecticut
$1.84M -$5.09K -59 -0.3%
TCM
1344
Telos Capital Management
California
$1.84M -$40.2K -466 -2%
CPIG
1345
Chicago Partners Investment Group
Illinois
$1.84M +$171K +1,982 +10%
PAS
1346
Partnervest Advisory Services
California
$1.83M -$21.9K -254 -1%
CG
1347
Caprock Group
Idaho
$1.82M -$793K -9,192 -30%
BIM
1348
Baldwin Investment Management
Pennsylvania
$1.82M -$38.8K -450 -2%
RA
1349
Rational Advisors
New York
$1.82M -$1.08M -12,529 -37%
AWMG
1350
Alliance Wealth Management Group
New Jersey
$1.82M -$173K -2,000 -9%