JPM icon

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 %
CAM
1676
Close Asset Management
United Kingdom
$656K +$656K +7,595 New
MCA
1677
Mercer Capital Advisers
New Jersey
$655K -$34.5K -400 -5%
LFG
1678
LifePlan Financial Group
Ohio
$655K -$15.4K -178 -2%
Capstone Investment Advisors
1679
Capstone Investment Advisors
New York
$655K +$655K +7,602 New
BCP
1680
Berkeley Capital Partners
Georgia
$654K -$291K -3,369 -31%
DHFB
1681
Dixon Hubard Feinour & Brown
Virginia
$651K -$25.9K -300 -4%
CIC
1682
Chilton Investment Company
Connecticut
$650K +$650K +7,536 New
BIAS
1683
Beacon Investment Advisory Services
New Jersey
$648K +$16.5K +191 +3%
HA
1684
Hamel Associates
New Jersey
$640K
AWA
1685
ARS Wealth Advisors
Florida
$639K +$27.8K +322 +5%
LCM
1686
Liberty Capital Management
Michigan
$638K -$41.7K -497 -6%
SC
1687
Searle & Co
Connecticut
$636K
PCM
1688
Perritt Capital Management
Illinois
$635K -$8.63K -100 -1%
TPW
1689
Tiller Private Wealth
Pennsylvania
$634K -$423K -4,900 -40%
KIC
1690
Keating Investment Counselors
Florida
$633K
RWM
1691
Ritholtz Wealth Management
New York
$631K +$631K +7,309 New
FA
1692
Fortis Advisors
Pennsylvania
$630K +$630K +7,298 New
Edgewood Management
1693
Edgewood Management
Connecticut
$628K
RHAM
1694
Round Hill Asset Management
California
$621K +$621K +7,194 New
KCPG
1695
Kavar Capital Partners Group
Kansas
$620K -$12.6K -146 -2%
MFW
1696
Meristem Family Wealth
Minnesota
$616K -$21.4K -248 -3%
SIM
1697
Sonora Investment Management
Arizona
$616K +$27.4K +317 +5%
CCB
1698
Cutter & Co Brokerage
Missouri
$614K -$8.19K -95 -1%
SMC
1699
Smith, Moore & Co
Missouri
$613K -$30K -348 -5%
PGA
1700
Portland Global Advisors
Maine
$607K -$46.7K -541 -7%