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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 %
AW
1701
Alpha Windward
Massachusetts
$607K -$10.2K -118 -2%
HI
1702
Horizon Investments
North Carolina
$607K +$260K +3,015 +75%
AWA
1703
Arete Wealth Advisors
Illinois
$605K +$161K +1,863 +36%
BP
1704
BBR Partners
New York
$603K -$97.1K -1,125 -14%
SLG
1705
Stanley-Laman Group
Pennsylvania
$603K -$19.4K -225 -3%
ECM
1706
Evergreen Capital Management
Washington
$601K -$23.3K -270 -4%
CAM
1707
Concorde Asset Management
Michigan
$601K -$20.2K -235 -3%
IIA
1708
IPG Investment Advisors
California
$600K -$928K -10,760 -61%
AF
1709
Affiance Financial
Minnesota
$598K -$23.5K -272 -4%
RW
1710
REDW Wealth
New Mexico
$597K +$597K +6,923 New
VNA
1711
VNBTrust National Association
Virginia
$596K -$22.8K -265 -4%
WCM
1712
Weik Capital Management
Pennsylvania
$596K
AIM
1713
Arcadia Investment Management
Michigan
$592K -$64.1K -743 -10%
CI
1714
Cambiar Investors
Colorado
$591K +$142K +1,646 +32%
HJA
1715
Hugh Johnson Advisors
New York
$590K -$117K -1,359 -17%
CAG
1716
Crestwood Advisors Group
Massachusetts
$589K +$127K +1,476 +28%
HH
1717
Hilltop Holdings
Texas
$588K +$27.2K +316 +5%
FNBSF
1718
First National Bank Sioux Falls
South Dakota
$585K -$2.07K -24 -0.4%
PFA
1719
Paradigm Financial Advisors
Missouri
$585K +$585K +6,784 New
IAA
1720
Ironsides Asset Advisors
North Carolina
$581K -$352K -4,081 -38%
TSS
1721
Two Sigma Securities
New York
$577K -$1.41M -16,352 -71%
GC
1722
Gratry & Company
Ohio
$577K
RMCM
1723
Reynders McVeigh Capital Management
Massachusetts
$576K -$31.5K -365 -5%
LNB
1724
Ledyard National Bank
$575K -$35.2K -409 -6%
IF
1725
IRON Financial
Illinois
$574K -$117K -1,359 -17%