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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 %
PIA
1376
Peachtree Investment Advisors
Georgia
$1.72M -$30.2K -350 -2%
SG
1377
Swarthmore Group
Pennsylvania
$1.71M -$1.77M -20,550 -51%
TCM
1378
Tributary Capital Management
Nebraska
$1.71M +$574K +6,650 +51%
NAMA
1379
Nikko Asset Management Americas
New York
$1.7M +$51.8K +600 +3%
DWM
1380
Destination Wealth Management
California
$1.7M +$162K +1,877 +11%
FUBT
1381
First United Bank & Trust
Maryland
$1.69M +$154K +1,786 +10%
FCAG
1382
First Capital Advisors Group
New Jersey
$1.69M +$1.69M +19,525 New
QCG
1383
Quadrant Capital Group
Ohio
$1.68M +$330K +3,851 +24%
WWM
1384
Willingdon Wealth Management
North Carolina
$1.68M -$33K -382 -2%
BFC
1385
Blue Fin Capital
Rhode Island
$1.68M +$247K +2,864 +17%
FCCM
1386
First City Capital Management
Georgia
$1.67M -$65.2K -755 -4%
EA
1387
Edge Advisors
Georgia
$1.67M +$1.67M +19,381 New
YWP
1388
YorkBridge Wealth Partners
New York
$1.67M +$1.67M +21,181 New
TNBTD
1389
Trustmark National Bank Trust Department
Mississippi
$1.66M +$15.9K +184 +1%
CCM
1390
Chilton Capital Management
Texas
$1.66M -$3.19K -37 -0.2%
MMPW
1391
Mitchell McLeod Pugh & Williams
Alabama
$1.66M +$91K +1,055 +6%
NSAM
1392
North Star Asset Management
Wisconsin
$1.65M -$6.47K -75 -0.4%
BCM
1393
Brown Capital Management
Maryland
$1.65M -$224K -2,592 -12%
FWCM
1394
First Western Capital Management
California
$1.64M -$1.18M -13,712 -42%
CF
1395
CenterStar Fund
Illinois
$1.63M -$567K
BP
1396
Ballentine Partners
Massachusetts
$1.58M +$85.6K +1,001 +6%
BFEC
1397
Benjamin F. Edwards & Company
Missouri
$1.58M +$399K +4,629 +34%
WP
1398
WealthSource Partners
California
$1.57M -$190K -2,199 -11%
WIP
1399
Wellesley Investment Partners
Massachusetts
$1.57M +$114K +1,323 +8%
WAM
1400
Weatherly Asset Management
California
$1.57M -$9.67K -112 -0.6%