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JPMorgan Chase
JPM

Overview Fund Activity

1,918 hedge funds and large institutions have $176B invested in JPMorgan Chase in 2016 Q3 according to their latest regulatory filings, with 95 funds opening new positions, 765 increasing their positions, 842 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,918
Holders Change
+14
Holders Change %
+0.74%
% of All Funds
51.26%
Holding in Top 10
381
Holding in Top 10 Change
+41
Holding in Top 10 Change %
+12.06%
% of All Funds
10.18%
New
95
Increased
765
Reduced
842
Closed
60
Calls
$3.15B
Puts
$2.7B
Net Calls
+$446M
Net Calls Change
+$652M

Top Buyers

1
FMI
Fiduciary Management Inc
Wisconsin
+$446M
2
State Street
State Street
Massachusetts
+$444M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$278M
4
CS
Credit Suisse
Switzerland
+$260M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$246M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$378M
2
GE
General Electric
Ohio
-$372M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$301M
4
Deutsche Bank
Deutsche Bank
Germany
-$253M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
501
Denali Advisors
California
$14.9M -$6.01M -90,189 -29%
CFG
502
Citizens Financial Group
Rhode Island
$14.9M -$120K -1,799 -0.8%
AHB
503
Abner Herrman & Brock
New Jersey
$14.5M +$239K +3,592 +2%
BCM
504
BTR Capital Management
California
$14.4M -$5.86K -88 -0%
JWM
505
Jacobus Wealth Management
Wisconsin
$14.4M +$141K +2,116 +1%
CCM
506
Cadence Capital Management
Massachusetts
$14.3M -$520K -7,815 -4%
KA
507
KLCM Advisors
Wisconsin
$14.1M -$533K -8,003 -4%
WTC
508
WhitTier Trust Company
Nevada
$14.1M -$214K -3,210 -1%
FBP
509
Flippin Bruce & Porter
Virginia
$14M +$492K +7,390 +4%
GC
510
Guardian Capital
Ontario, Canada
$14M -$367K -5,514 -3%
GLRA
511
Gerald L. Ray & Associates
Texas
$13.9M +$19.3K +290 +0.1%
OAM
512
Origin Asset Management
United Kingdom
$13.8M +$892K +13,400 +7%
COPPSERS
513
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$13.7M -$5.76M -86,488 -30%
CCM
514
Covington Capital Management
California
$13.7M +$991K +14,876 +8%
CAM
515
Carret Asset Management
New York
$13.7M -$2.33K -35 -0%
MIM
516
Marco Investment Management
Georgia
$13.7M +$57K +856 +0.4%
CFM
517
Coronation Fund Managers
South Africa
$13.6M +$3.15M +47,341 +30%
DDPIC
518
Deroy & Devereaux Private Investment Counsel
Michigan
$13.6M +$173K +2,598 +1%
BCAM
519
Boston Common Asset Management
Massachusetts
$13.4M -$46.9K -704 -0.3%
B
520
Barings
North Carolina
$13.4M -$1.36M -20,400 -9%
EWA
521
EP Wealth Advisors
California
$13.3M -$117K -1,752 -0.9%
CL
522
Chubb Ltd
Switzerland
$13.3M – – –
CS
523
Central Securities
New York
$13.3M -$2M -30,000 -13%
ESBC
524
E.S. Barr & Co
Kentucky
$13.3M -$721K -10,834 -5%
PWP
525
Private Wealth Partners
California
$12.9M -$141K -2,120 -1%
19 20
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