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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 %
CASB
1526
Cape Ann Savings Bank
Massachusetts
$1.11M +$48K +567 +5%
Lido Advisors
1527
Lido Advisors
California
$1.11M +$14K +162 +1%
RC
1528
Reik & Co
New York
$1.1M +$10.5K +122 +1%
BAM
1529
Brave Asset Management
New Jersey
$1.1M -$67.8K -786 -6%
WA
1530
WBH Advisory
Maryland
$1.1M +$14.9K +173 +1%
CIM
1531
Cambria Investment Management
California
$1.09M +$1.09M +12,628 New
SLT
1532
St Louis Trust
Missouri
$1.09M -$6.04K -70 -0.6%
PMFA
1533
Plante Moran Financial Advisors
Michigan
$1.09M +$205K +2,371 +23%
LC
1534
Loews Corp
New York
$1.08M
NCIM
1535
New Century Investment Management
Michigan
$1.08M +$1.08M +12,562 New
JIP
1536
Jaffetilchin Investment Partners
Florida
$1.08M +$223K +2,587 +26%
LCM
1537
Logan Capital Management
Pennsylvania
$1.08M +$413K +4,792 +62%
KF
1538
Krilogy Financial
Missouri
$1.07M +$78K +904 +8%
LC
1539
LCNB Corp
Ohio
$1.07M +$1.07M +12,392 New
GC
1540
Giverny Capital
Quebec, Canada
$1.07M
BMM
1541
Buffington Mohr McNeal
Idaho
$1.07M +$47K +545 +5%
LP
1542
LMR Partners
United Kingdom
$1.07M +$406K +4,704 +61%
HEIP
1543
Hudson Edge Investment Partners
New Jersey
$1.06M -$12.3M -142,043 -92%
AIM
1544
Assured Investment Management
New York
$1.05M +$975K +11,302 +1,322%
CCMD
1545
Cypress Capital Management (Delaware)
Delaware
$1.05M +$596K +6,915 +132%
JG
1546
Jefferies Group
New York
$1.05M -$7.52M -87,140 -88%
MCM
1547
Mork Capital Management
California
$1.04M
LWAC
1548
Laurel Wealth Advisors (California)
California
$1.04M -$37.4K -433 -3%
TPWA
1549
TRUE Private Wealth Advisors
Oregon
$1.04M +$121K +1,426 +13%
CAW
1550
Cornerstone Advisors (Washington)
Washington
$1.04M +$90.3K +1,046 +10%