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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 %
NAM
1351
NTV Asset Management
West Virginia
$1.8M +$173K +2,004 +11%
CWM
1352
Confluence Wealth Management
Oregon
$1.8M -$39.9K -463 -2%
LFA
1353
Landmark Financial Advisors
Kentucky
$1.79M -$86.2K -999 -5%
NCM
1354
Novare Capital Management
North Carolina
$1.79M +$149K +1,722 +9%
HI
1355
Hudock Inc
Pennsylvania
$1.79M -$91.9K -1,065 -5%
SFG
1356
SevenBridge Financial Group
Pennsylvania
$1.78M
HDIM
1357
Hanson & Doremus Investment Management
Vermont
$1.77M -$91.7K -1,063 -5%
EFSCE
1358
Enterprise Financial Services Corp (EFSC)
Missouri
$1.77M +$3.37K +39 +0.2%
RBC
1359
Ronald Blue & Co
Georgia
$1.77M +$711K +8,237 +67%
AAM
1360
Augustine Asset Management
Florida
$1.77M +$1.25M +14,512 +244%
AWM
1361
Avior Wealth Management
Nebraska
$1.76M -$8.52K -101 -0.5%
ANB
1362
Amarillo National Bank
Texas
$1.76M
HWA
1363
Heritage Way Advisors
Illinois
$1.75M +$1.75M +20,225 New
HCM
1364
Hollencrest Capital Management
California
$1.74M -$6.3K -73 -0.4%
NA
1365
NewEdge Advisors
Louisiana
$1.74M +$1.06M +12,152 +156%
KCM
1366
Kornitzer Capital Management
Kansas
$1.74M +$90.6K +1,050 +6%
FFC
1367
First Financial Corp
Indiana
$1.74M -$272K -3,155 -14%
DR
1368
Davis Rea
Ontario, Canada
$1.74M +$396K +4,585 +30%
GJCM
1369
Grand Jean Capital Management
California
$1.73M +$1.4M +16,200 +415%
NBC
1370
Neuberger Berman Canada
Ontario, Canada
$1.73M -$395K -4,584 -19%
NME
1371
Notis-McConarty Edward
$1.73M
JPC
1372
Jackson Park Capital
Utah
$1.73M -$1.12M -13,000 -39%
6CM
1373
683 Capital Management
New York
$1.73M
MC
1374
Menta Capital
California
$1.73M +$1.73M +20,000 New
GC
1375
Gruss & Co
Florida
$1.73M +$1.73M +20,000 New