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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 %
SQA
1651
Simon Quick Advisors
New Jersey
$722K +$722K +8,370 New
SWA
1652
SFMG Wealth Advisors
Texas
$721K +$10.5K +122 +1%
RTS
1653
Round Table Services
New Jersey
$720K +$345 +4 +0%
CPC
1654
Cookson Peirce & Co
Pennsylvania
$715K +$715K +8,281 New
BWM
1655
BerganKDV Wealth Management
Minnesota
$713K +$41.1K +477 +6%
VKH
1656
Virtu KCG Holdings
New York
$711K -$13.2M -153,315 -95%
TRIM
1657
Thompson Rubinstein Investment Management
Oregon
$709K
SRSA
1658
S.R. Schill & Associates
Washington
$698K -$19K -220 -3%
PAM
1659
Palisade Asset Management
Minnesota
$696K -$121K -1,400 -15%
WCM
1660
Windsor Capital Management
Arizona
$692K +$38.6K +448 +6%
GA
1661
Gateway Advisory
New Jersey
$691K -$2.57M -29,766 -79%
HA
1662
Harbor Advisors
Florida
$690K +$690K +8,000 New
JWA
1663
JFS Wealth Advisors
Pennsylvania
$688K -$91.5K -1,060 -12%
JCM
1664
Jacobi Capital Management
Pennsylvania
$685K -$222K -2,549 -24%
HK
1665
Horizon Kinetics
New York
$685K +$191K +2,213 +39%
LAM
1666
Lingohr Asset Management
Germany
$684K +$684K +7,921 New
NHC
1667
Nicholas Hoffman & Company
Georgia
$676K -$785 -9 -0.1%
OLA
1668
Oliver Luxxe Assets
New Jersey
$674K -$8.37K -97 -1%
EWA
1669
Exencial Wealth Advisors
Oklahoma
$672K -$2.25K -26 -0.3%
LI
1670
Lafayette Investments
Maryland
$669K +$4.23K +49 +0.6%
PC
1671
Palo Capital
California
$666K -$66.7K -773 -9%
KA
1672
Klingman & Associates
New York
$662K -$1.27M -14,701 -66%
CWM
1673
Connecticut Wealth Management
Connecticut
$661K -$15.2K -174 -2%
BA
1674
BKS Advisors
Michigan
$661K +$88.9K +1,030 +16%
HHGA
1675
Halbert Hargrove Global Advisors
California
$656K +$12.7K +147 +2%