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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 %
SCM
526
Shelton Capital Management
Colorado
$12.9M +$1.05M +15,839 +9%
MLL
527
Moody Lynn & Lieberson
Massachusetts
$12.9M +$12.9M +193,062 New
AAIM
528
American Assets Investment Management
California
$12.9M – – –
Daiwa Securities Group
529
Daiwa Securities Group
Japan
$12.8M -$1.1M -16,525 -8%
AG
530
Advisor Group
Arizona
$12.8M +$1.55M +23,301 +14%
11A
531
10-15 Associates
New York
$12.8M -$8.86K -133 -0.1%
APFBOT
532
Amica Pension Fund Board of Trustees
Rhode Island
$12.8M – – –
SYBT
533
Stock Yards Bank & Trust
Kentucky
$12.7M -$361K -5,422 -3%
CONA
534
Capital One National Association
New York
$12.6M -$446K -6,701 -3%
TAM
535
Taurus Asset Management
New York
$12.5M -$94.6K -1,420 -0.7%
BB
536
Busey Bank
Illinois
$12.5M -$426K -6,395 -3%
HP
537
Hosking Partners
United Kingdom
$12.4M +$1.48M +22,264 +14%
YP
538
Yellowstone Partners
Idaho
$12.4M -$452K -6,782 -4%
LBC
539
Lowe Brockenbrough & Co
Virginia
$12.3M -$103K -1,552 -0.8%
BFS
540
Baskin Financial Services
Ontario, Canada
$12.3M -$137K -2,060 -1%
JIC
541
Johnson Investment Counsel
Ohio
$12.3M +$1.86M +27,954 +18%
BUB
542
BBVA USA Bancshares
Texas
$12.2M -$35.7K -536 -0.3%
GMI
543
Greystone Managed Investments
Saskatchewan, Canada
$12.2M -$94.6K -1,420 -0.8%
MG
544
Markel Group
Virginia
$12.2M – – –
ACM
545
Advisors Capital Management
New Jersey
$12.1M +$107K +1,609 +0.9%
NB
546
NBT Bank
New York
$12.1M +$136K +2,046 +1%
SCA
547
Stillwater Capital Advisors
Pennsylvania
$12.1M -$89.8K -1,348 -0.7%
FPCM
548
Financial Partners Capital Management
New York
$12M -$42.6K -624 -0.4%
First Manhattan
549
First Manhattan
New York
$12M +$78.8K +1,183 +0.7%
Millennium Management
550
Millennium Management
New York
$11.9M +$11.4M +170,930 +2,029%
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