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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 %
RT
1576
Rockland Trust
Massachusetts
$939K +$34.5K +400 +4%
ZDA
1577
Zweig-DiMenna Associates
New York
$936K +$936K +10,851 New
KTC
1578
Kistler-Tiffany Companies
Pennsylvania
$935K -$101K -1,165 -10%
CHJWM
1579
Carlton Hofferkamp & Jenks Wealth Management
Texas
$926K +$106K +1,224 +13%
KA
1580
Kovack Advisors
Florida
$924K -$121K -1,403 -12%
VWA
1581
V Wealth Advisors
Kansas
$919K -$76K -883 -8%
FNB
1582
Farmers National Bank
Kentucky
$917K -$6.04K -70 -0.7%
RP
1583
Riverbridge Partners
Minnesota
$913K -$20.2K -234 -2%
BO
1584
Bank OZK
Arkansas
$905K -$69K -800 -7%
AGI
1585
Athena Global Investors
Virginia
$905K
PWM
1586
Perigon Wealth Management
California
$893K +$755K +8,134 +546%
CWG
1587
C WorldWide Group
Denmark
$888K
FPCG
1588
Fort Pitt Capital Group
Pennsylvania
$887K +$86 +1 +0%
WA
1589
WFG Advisors
Texas
$886K -$917K -10,624 -51%
KPF
1590
K2 Principal Fund
Ontario, Canada
$877K -$173K -2,000 -16%
GAG
1591
GM Advisory Group
New York
$877K -$28.1K -325 -3%
MM
1592
Midas Management
New York
$863K
PIC
1593
PCJ Investment Counsel
Ontario, Canada
$863K +$863K +10,000 New
CWA
1594
Cypress Wealth Advisors
California
$854K +$2.33K +27 +0.3%
GIA
1595
Granite Investment Advisors
New Hampshire
$851K -$148K -1,720 -15%
AIP
1596
Ahrens Investment Partners
Louisiana
$850K +$850K +9,851 New
CBA
1597
Coastal Bridge Advisors
Connecticut
$847K +$157K +1,815 +23%
GIM
1598
Groesbeck Investment Management
New Jersey
$845K -$36.7K -426 -4%
RGIA
1599
Rainier Group Investment Advisory
Washington
$845K +$845K +9,789 New
HBWM
1600
Hollow Brook Wealth Management
New York
$841K