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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 %
LSA
1451
L & S Advisors
California
$1.37M +$474K +5,496 +53%
ACS
1452
Archford Capital Strategies
Illinois
$1.36M +$28.4K +330 +2%
HCM
1453
Hodges Capital Management
Texas
$1.35M +$313K +3,623 +30%
OIM
1454
Orca Investment Management
Oregon
$1.35M -$29.9K -347 -2%
FHA
1455
Flagship Harbor Advisors
Massachusetts
$1.34M +$1.34M +16,030 New
TTWM
1456
TCV Trust & Wealth Management
Virginia
$1.33M +$20.7K +240 +2%
WIC
1457
Wilkins Investment Counsel
Massachusetts
$1.33M -$102K -1,186 -7%
AIM
1458
Acropolis Investment Management
Missouri
$1.33M -$1.73K -20 -0.1%
FSA
1459
Franklin Street Advisors
North Carolina
$1.33M -$25.9K -300 -2%
PCM
1460
Princeton Capital Management
New Jersey
$1.33M +$1.33M +15,390 New
FMLI
1461
Fukoku Mutual Life Insurance
Japan
$1.33M -$43.1K -500 -3%
KS
1462
Karpas Strategies
Connecticut
$1.33M +$1.64K +19 +0.1%
PIM
1463
Profit Investment Management
Maryland
$1.32M -$16.2K -188 -1%
DP
1464
DSAM Partners
United Kingdom
$1.32M +$1.32M +15,305 New
SBWM
1465
Sunflower Bank Wealth Management
Arizona
$1.32M -$43.2K -500 -3%
IP
1466
Investment Partners
Ohio
$1.32M -$5.43M -62,867 -80%
GIM
1467
Guardian Investment Management
California
$1.32M +$59.2K +686 +5%
CSS
1468
Cubist Systematic Strategies
Connecticut
$1.31M -$1.54M -17,879 -54%
IH
1469
IFC Holdings
Florida
$1.31M -$131K -1,504 -9%
DAM
1470
Delta Asset Management
Tennessee
$1.3M +$1.12K +13 +0.1%
SCG
1471
Sonata Capital Group
Washington
$1.3M -$43.1K -500 -3%
NFC
1472
Northeast Financial Consultants
Connecticut
$1.3M -$8.63K -100 -0.7%
AIM
1473
Aspen Investment Management
Michigan
$1.3M
KT
1474
Kanaly Trust
Texas
$1.3M -$315K -3,649 -20%
SCA
1475
Sippican Capital Advisors
Massachusetts
$1.3M -$10.8K -125 -0.8%