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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 %
EM
1551
ELCO Management
New York
$1.04M -$10.7K -124 -1%
BFPW
1552
BOK Financial Private Wealth
Colorado
$1.03M -$31.6K -366 -3%
AIM
1553
AMI Investment Management
Indiana
$1.03M +$36.2K +420 +4%
WI
1554
Wintrust Investments
Illinois
$1.01M -$14.8K -172 -1%
MCWS
1555
McKinley Carter Wealth Services
West Virginia
$1.01M -$5.61K -65 -0.6%
GWM
1556
Greenwich Wealth Management
Connecticut
$1.01M +$37.9K +439 +4%
SWM
1557
Segment Wealth Management
Texas
$1M +$52K +603 +5%
AIM
1558
Allen Investment Management
New York
$1M +$476K +5,511 +90%
TMC
1559
Trellus Management Company
Florida
$1M
2L
1560
22NW LP
Washington
$1M +$1M +11,600 New
AA
1561
Alesco Advisors
New York
$998K -$183K -2,122 -16%
CAM
1562
ClariVest Asset Management
California
$998K +$54.8K +635 +6%
SMH
1563
Sanders Morris Harris
Texas
$996K -$127K -1,477 -11%
LJHT
1564
Laurie J. Hall Trustee
$995K +$995K +11,547 New
FNBTCON
1565
First National Bank & Trust Co of Newtown
Pennsylvania
$992K -$3.88K -45 -0.4%
MWM
1566
Mission Wealth Management
California
$991K +$241K +2,790 +32%
AAS
1567
Annex Advisory Services
Wisconsin
$984K +$36.2K +419 +4%
CPO
1568
Cerity Partners OCIO
New York
$984K +$155K +1,795 +19%
JFA
1569
JNBA Financial Advisors
Minnesota
$979K -$320K -3,706 -25%
HB
1570
Homrich & Berg
Georgia
$972K +$8.97K +104 +0.9%
CWM
1571
Cornerstone Wealth Management
Missouri
$969K -$23.2K -266 -2%
EWM
1572
Evermay Wealth Management
Virginia
$958K +$86 +1 +0%
BHBT
1573
Burke & Herbert Bank & Trust
Virginia
$957K -$85.5K -990 -8%
FP
1574
FDO Partners
Massachusetts
$953K +$953K +11,045 New
GCMG
1575
Gyroscope Capital Management Group
Florida
$940K -$15.9K -184 -2%