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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 %
B
1776
Bellecapital
Switzerland
$480K +$73.3K +850 +18%
PHAM
1777
Palisades Hudson Asset Management
Florida
$479K +$34.6K +401 +8%
PAS
1778
Park Avenue Securities
New York
$477K +$30.2K +346 +7%
REMPR
1779
Roof Eidam Maycock Peralta (REMP)
California
$473K +$25.9K +300 +6%
BRA
1780
Bender Robert & Associates
California
$472K -$12.5K -145 -3%
AWM
1781
Affinity Wealth Management
Delaware
$472K +$86 +1 +0%
DCM
1782
Driehaus Capital Management
Illinois
$472K +$472K +5,474 New
WMC
1783
Westwood Management Corporation
Illinois
$471K
WIA
1784
Westbourne Investment Advisors
Maryland
$469K -$25.9K -300 -5%
OFW
1785
Omnia Family Wealth
Florida
$467K +$467K +5,414 New
EAM
1786
Evanson Asset Management
California
$464K +$35.6K +412 +8%
BFG
1787
Beacon Financial Group
Texas
$463K +$60.1K +698 +15%
CCA
1788
Clearwater Capital Advisors
Illinois
$461K +$12.7K +146 +3%
BIMC
1789
Benson Investment Management Company
Virginia
$460K +$460K +5,326 New
AWE
1790
Avidian Wealth Enterprises
Texas
$459K +$84.3K +976 +22%
CGL
1791
Clarius Group LLC
Washington
$458K
BW
1792
Biegel & Waller
Maryland
$458K +$458K +5,284 New
MC
1793
Marcus Capital
Illinois
$457K -$38.8K -450 -8%
FBT
1794
First Bank & Trust
South Dakota
$457K +$457K +5,296 New
CRCP
1795
Copper Rock Capital Partners
Massachusetts
$456K -$66.2K -767 -13%
RCA
1796
Rex Capital Advisors
Rhode Island
$452K
FPFS
1797
First Personal Financial Services
North Carolina
$451K -$11.4K -132 -2%
PAA
1798
Peregrine Asset Advisers
Oregon
$450K
MSAM
1799
Moloney Securities Asset Management
Missouri
$450K +$450K +5,220 New
DW
1800
Domani Wealth
Pennsylvania
$448K -$50.1K -580 -10%