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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 %
MAM
551
Majedie Asset Management
United Kingdom
$11.9M -$68.3K -1,025 -0.6%
TCM
552
Tufton Capital Management
Maryland
$11.8M -$11.7K -175 -0.1%
BCM
553
Buckhead Capital Management
Georgia
$11.8M -$117K -1,761 -1%
ACM
554
Azimuth Capital Management
Michigan
$11.8M +$124K +1,865 +1%
BAM
555
Baring Asset Management
United Kingdom
$11.8M +$2.07M +31,011 +21%
AP
556
Appleton Partners
Massachusetts
$11.7M +$374K +5,617 +3%
AAF
557
Andra AP-fonden
Sweden
$11.7M +$586K +8,800 +5%
GLA
558
Great Lakes Advisors
Illinois
$11.6M -$1.12M -16,879 -9%
AIM
559
Artemis Investment Management
United Kingdom
$11.5M -$60M -901,805 -84%
AB
560
Amalgamated Bank
New York
$11.4M +$9.32K +140 +0.1%
MI
561
Markston International
New York
$11.4M +$146K +2,187 +1%
Northwestern Mutual Wealth Management
562
Northwestern Mutual Wealth Management
Wisconsin
$11.4M -$1.5M -22,456 -12%
TU
563
TDAM USA
Ontario, Canada
$11.4M -$849K -12,748 -7%
EGA
564
Eagle Global Advisors
Texas
$11.3M +$144K +2,159 +1%
VC
565
Vestor Capital
Illinois
$11.3M +$56.3K +845 +0.5%
NCM
566
Noesis Capital Mangement
Florida
$11.1M -$18.1K -272 -0.2%
CCM
567
Compton Capital Management
Rhode Island
$11.1M +$5.56M +86,392 +101%
Mariner
568
Mariner
Kansas
$11M +$105K +1,570 +1%
DBT
569
Dubuque Bank & Trust
Iowa
$11M +$744K +11,166 +7%
SI
570
Stephens Inc
Arkansas
$10.9M +$40.1K +602 +0.4%
CA
571
Cullinan Associates
Kentucky
$10.9M +$99.4K +1,493 +0.9%
MME
572
Meag Munich Ergo
Germany
$10.9M +$1.36M +20,745 +14%
LPL Financial
573
LPL Financial
California
$10.9M -$800K -12,017 -7%
BT
574
Beacon Trust
New Jersey
$10.9M -$109K -1,633 -1%
CBB
575
Citizens Business Bank
California
$10.8M -$24.2K -363 -0.2%
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