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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 %
RIM
1626
Rampart Investment Management
Connecticut
$782K -$2.51K -29 -0.3%
BRM
1627
Boston Research & Management
Massachusetts
$777K
CBT
1628
Central Bank & Trust
Kentucky
$771K +$154K +1,786 +25%
GWCM
1629
Godshalk Welsh Capital Management
Pennsylvania
$765K -$17.3K -200 -2%
WC
1630
Whitnell & Co
Illinois
$764K -$28.3K -328 -4%
FFA
1631
First Foundation Advisors
California
$762K +$153K +1,778 +25%
ACM
1632
Armbruster Capital Management
New York
$761K +$8.63K +100 +1%
EI
1633
Elkhorn Investments
Illinois
$761K +$761K +8,819 New
MTIM
1634
Marathon Trading Investment Management
Pennsylvania
$757K -$94.9K -1,100 -11%
BIG
1635
Bellwether Investment Group
Tennessee
$755K +$755K +8,747 New
RIA
1636
Regal Investment Advisors
Michigan
$754K -$200K -2,320 -21%
NVIM
1637
New Vernon Investment Management
Illinois
$754K
LC
1638
Lourd Capital
California
$751K -$115K -1,332 -13%
VNIM
1639
Vaughan Nelson Investment Management
Texas
$750K
CC
1640
Cannell & Co
New York
$740K -$34.5K -400 -4%
Kayne Anderson Rudnick Investment Management
1641
Kayne Anderson Rudnick Investment Management
California
$740K -$24.1K -280 -3%
DT
1642
Diversified Trust
Tennessee
$740K +$202K +2,344 +38%
BJL
1643
Brighton Jones LLC
Washington
$740K -$1.96M -22,765 -73%
HCM
1644
Highlander Capital Management
New Jersey
$739K
WA
1645
Waverly Advisors
Alabama
$736K +$221K +2,563 +43%
CA
1646
Cambridge Advisors
Nebraska
$734K +$107K +1,242 +17%
CCG
1647
Chatham Capital Group
Georgia
$732K -$43.1K -500 -6%
FHC
1648
First Heartland Consultants
Missouri
$730K -$1.6M -18,592 -69%
SHCM
1649
Stokes & Hubbell Capital Management
Louisiana
$728K +$2.85K +33 +0.4%
KSA
1650
Ken Stern & Associates
California
$723K -$12.8K -148 -2%