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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 %
CT
1501
Coastline Trust
Rhode Island
$1.2M -$75.1K -870 -6%
GHAM
1502
Gilman Hill Asset Management
Connecticut
$1.2M -$5.44K -63 -0.5%
SIM
1503
SSI Investment Management
California
$1.2M -$2.07K -24 -0.2%
GLI
1504
Guardian Life Insurance
New York
$1.18M +$3.11K +36 +0.3%
PFSC
1505
Peoples Financial Services Corp
Pennsylvania
$1.18M +$21.2K +341 +2%
PFM
1506
Phillips Financial Management
Indiana
$1.18M -$50.2K -576 -4%
MLIC
1507
Mandatum Life Insurance Company
Finland
$1.17M +$20.8K +241 +2%
WP
1508
WMS Partners
Maryland
$1.17M +$4.74K +55 +0.4%
MCM
1509
Manchester Capital Management
Vermont
$1.17M -$4.49K -52 -0.4%
SAM
1510
Shamrock Asset Management
Texas
$1.17M +$160K +1,870 +16%
AI
1511
Accredited Investors
Minnesota
$1.17M +$66.5K +770 +6%
GIM
1512
Greylin Investment Management
Virginia
$1.17M +$4.32K +50 +0.4%
ZCI
1513
Zevenbergen Capital Investments
Washington
$1.16M
MCM
1514
Maple Capital Management
Vermont
$1.16M -$16.4K -190 -1%
TWI
1515
Thomas White International
Illinois
$1.16M +$12.3K +143 +1%
PP
1516
PagnatoKarp Partners
Virginia
$1.16M +$1.16M +13,397 New
AEPG
1517
American Economic Planning Group
New Jersey
$1.15M -$119K -1,385 -9%
RIG
1518
Roosevelt Investment Group
New York
$1.14M +$172K +1,990 +18%
SFI
1519
SPC Financial Inc
Maryland
$1.14M +$747K +8,662 +192%
IWM
1520
IHT Wealth Management
Illinois
$1.13M +$1.13M +13,004 New
CAI
1521
Capital Advisors Inc
Oklahoma
$1.13M +$546K +6,326 +94%
TCM
1522
Traynor Capital Management
Pennsylvania
$1.13M -$145K -1,691 -11%
HFA
1523
High Falls Advisors
New York
$1.13M -$107K -1,240 -9%
FM
1524
Forward Management
California
$1.12M -$87.5K -1,014 -7%
PFBT
1525
Parkside Financial Bank & Trust
Missouri
$1.12M +$34.4K +399 +3%