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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 %
SBSB
1401
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.56M +$94.3K +1,092 +6%
PH
1402
Pinnacle Holdings
Oklahoma
$1.56M -$83.6K -969 -5%
WA
1403
WealthTrust-Arizona
Arizona
$1.56M -$143K -1,653 -8%
ACP
1404
Ashfield Capital Partners
California
$1.56M -$173K -2,000 -10%
IAS
1405
INR Advisory Services
Pennsylvania
$1.55M -$447K -5,183 -22%
SIAP
1406
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.54M +$1.54M +17,885 New
PCMM
1407
Private Capital Management (Minnesota)
Minnesota
$1.53M -$665K -7,700 -30%
SFSG
1408
Stearns Financial Services Group
North Carolina
$1.53M +$142K +1,641 +10%
PFS
1409
Prospera Financial Services
Texas
$1.53M +$335K +3,888 +28%
AIM
1410
Anchor Investment Management
South Carolina
$1.53M -$4.32K -50 -0.3%
AAM
1411
Autus Asset Management
Arizona
$1.53M -$122K -1,414 -7%
MGIA
1412
Moneta Group Investment Advisors
Missouri
$1.51M +$26.6K +308 +2%
IAS
1413
IMA Advisory Services
Colorado
$1.51M -$259K -3,002 -15%
ODG
1414
O'Dell Group
Ohio
$1.51M +$1.51M +17,443 New
JDR
1415
Jay D. Rosenbaum
$1.48M -$77.6K -900 -5%
WPW
1416
Waldron Private Wealth
Pennsylvania
$1.47M +$50.3K +583 +4%
MBT
1417
Monroe Bank & Trust
Michigan
$1.47M +$26.6K +308 +2%
MCC
1418
Malaga Cove Capital
California
$1.47M -$1.29K -15 -0.1%
VFM
1419
Viking Fund Management
North Dakota
$1.47M +$1.47M +17,000 New
BEAM
1420
Baker Ellis Asset Management
Washington
$1.46M +$29.1K +337 +2%
CCM
1421
Condor Capital Management
New Jersey
$1.45M -$60.2K -697 -4%
OFS
1422
Orrstown Financial Services
Pennsylvania
$1.45M +$1.36K +17 +0.1%
GQG Partners
1423
GQG Partners
Florida
$1.45M +$1.45M +16,802 New
AIM
1424
Advantage Investment Management
Iowa
$1.45M +$66.2K +767 +5%
CFMC
1425
Curbstone Financial Management Corp
New Hampshire
$1.44M -$1.54M -17,884 -52%