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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 %
KIA
1601
Kopp Investment Advisors
Minnesota
$840K +$5.35K +62 +0.6%
TC
1602
Telemus Capital
Michigan
$837K -$1.14M -13,227 -58%
TAM
1603
Taylor Asset Management
Ontario, Canada
$837K
AAM
1604
American Asset Management
Florida
$834K +$68.2K +790 +9%
GBT
1605
Grove Bank & Trust
Florida
$831K +$87.2K +1,010 +12%
FDS
1606
First Dallas Securities
Texas
$831K +$330K +3,825 +66%
AWM
1607
AllSquare Wealth Management
New York
$828K -$2.85K -33 -0.3%
PWAP
1608
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$825K -$13.2K -153 -2%
NGA
1609
Naples Global Advisors
Florida
$824K -$34.5K -400 -4%
PC
1610
PhiloSmith Capital
Connecticut
$824K +$824K +9,550 New
TG
1611
TLP Group
Illinois
$823K -$314K -3,638 -28%
GC
1612
Grimes & Company
Massachusetts
$822K +$948 +11 +0.1%
MA
1613
MCF Advisors
Kentucky
$820K -$4.49K -52 -0.5%
WA
1614
Wealth Architects
California
$819K +$118K +1,362 +17%
MSU
1615
Mizuho Securities USA
New York
$814K -$1.84M -21,375 -69%
MC
1616
Miles Capital
Iowa
$807K -$34.6K -401 -4%
ECAM
1617
East Coast Asset Management
Massachusetts
$807K +$12.1K +140 +2%
RP
1618
Rowlandmiller & Partners
Georgia
$802K
PA
1619
Probity Advisors
Texas
$798K -$2.59K -30 -0.3%
SRP
1620
Saddle Road Partners
Nebraska
$797K
SWA
1621
Sutton Wealth Advisors
Florida
$796K
LA
1622
Lau Associates
Delaware
$790K +$64.8K +750 +9%
WA
1623
Wheatland Advisors
Pennsylvania
$787K -$4.14K -48 -0.5%
AFP
1624
Ausdal Financial Partners
Iowa
$785K +$54.7K +634 +7%
HIC
1625
Holderness Investments Company
North Carolina
$783K +$5.61K +65 +0.7%