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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 %
NFG
1826
Nadler Financial Group
Illinois
$402K -$55.9K -647 -12%
SCP
1827
Syntal Capital Partners
Texas
$400K +$400K +4,643 New
HPWM
1828
Highland Private Wealth Management
Washington
$399K -$44.9K -520 -10%
EBSAM
1829
Eubel Brady & Suttman Asset Management
Ohio
$399K -$15.9K -184 -4%
RCM
1830
RB Capital Management
Nevada
$399K +$399K +4,619 New
BRC
1831
Bell Rock Capital
Delaware
$398K +$398K +4,606 New
MKC
1832
M. Kraus & Co
Vermont
$392K +$78K +905 +25%
APSI
1833
Asset Planning Services Inc
Louisiana
$391K +$391K +4,532 New
QCMC
1834
Quantum Capital Management (California)
California
$390K -$27.2K -315 -7%
HPBT
1835
High Point Bank & Trust
North Carolina
$388K +$43.1K +500 +13%
HIS
1836
Horizon Investment Services
Indiana
$387K
FCB
1837
First Command Bank
Texas
$387K +$387K +4,483 New
FCFS
1838
First Command Financial Services
Texas
$387K +$387K +4,483 New
PRHC
1839
P.R. Herzig & Co
New York
$386K
BWA
1840
Burt Wealth Advisors
Maryland
$386K +$27.7K +321 +8%
IT
1841
Independence Trust
Tennessee
$385K -$11.2K -130 -3%
WA1
1842
Wimmer Associates 1
California
$385K -$10.6K -123 -3%
TCM
1843
Towercrest Capital Management
Pennsylvania
$384K +$32.8K +380 +9%
LRIC
1844
Long Road Investment Counsel
Michigan
$382K -$34.5K -400 -8%
HWA
1845
Heritage Wealth Advisors
Virginia
$379K +$259 +3 +0.1%
VNA
1846
Valley National Advisers
Pennsylvania
$378K +$109K +1,261 +40%
CVM
1847
Cheviot Value Management
California
$377K +$377K +4,368 New
IWC
1848
Integrated Wealth Counsel
California
$376K
CCA
1849
Conestoga Capital Advisors
Pennsylvania
$375K
HAIM
1850
Hunter Associates Investment Management
Pennsylvania
$375K +$2.5K +29 +0.7%