JPM icon

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 %
IIC
1426
Ironwood Investment Counsel
Arizona
$1.44M +$790K +9,156 +121%
FPB
1427
First PREMIER Bank
South Dakota
$1.44M -$88.5K -1,025 -6%
CCM
1428
CrestPoint Capital Management
Missouri
$1.44M -$8.63K -100 -0.6%
SGAM
1429
Steinberg Global Asset Management
Florida
$1.44M -$537K -6,222 -27%
BDF
1430
Balasa Dinverno & Foltz
$1.44M +$69.5K +805 +5%
CAM
1431
Cacti Asset Management
Georgia
$1.43M
IC
1432
Inverness Counsel
New York
$1.43M -$538K -6,335 -27%
RIM
1433
Ranger International Management
Illinois
$1.43M -$5.3M -61,380 -79%
PAMG
1434
Patton Albertson Miller Group
Tennessee
$1.43M -$82.7K -958 -5%
GIP
1435
Granite Investment Partners
California
$1.43M +$88.9K +1,030 +7%
ST
1436
Spinnaker Trust
Maine
$1.42M -$16.7K -194 -1%
SC
1437
Saturna Capital
Washington
$1.42M
CIM
1438
Cetera Investment Management
California
$1.42M -$306K -3,548 -18%
NL
1439
NWAM LLC
Washington
$1.4M +$9.84K +114 +0.7%
BWM
1440
BigSur Wealth Management
Florida
$1.39M +$1.39M +16,136 New
AIM
1441
ARGA Investment Management
Connecticut
$1.39M +$1.05M +12,200 +313%
NA
1442
Navellier & Associates
Nevada
$1.39M -$86.3K -1,000 -6%
FPIS
1443
Financial Planning & Information Services
Wisconsin
$1.39M
RMAM
1444
Raab & Moskowitz Asset Management
New Jersey
$1.38M -$19K -220 -1%
AB
1445
Atlas Brown
Kentucky
$1.38M
HAI
1446
Hennessy Advisors Inc
California
$1.38M +$345K +4,000 +33%
HCM
1447
HM Capital Management
Missouri
$1.38M -$7.51K -87 -0.5%
FC
1448
Forte Capital
New York
$1.38M -$40.1K -465 -3%
NAM
1449
Needelman Asset Management
California
$1.38M -$6.9K -80 -0.5%
MBT
1450
Montecito Bank & Trust
California
$1.37M +$111K +1,288 +9%