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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 %
IC
576
InterOcean Capital
Illinois
$10.8M +$1.01M +15,203 +10%
VKH
577
Virtu KCG Holdings
New York
$10.8M +$4.19M +62,972 +64%
FNBT
578
FineMark National Bank & Trust
Florida
$10.6M -$2.9M -43,588 -21%
BCM
579
Brookmont Capital Management
Texas
$10.6M +$186K +2,792 +2%
CC
580
Cadinha & Co
Hawaii
$10.6M -$70.9K -1,065 -0.7%
NC
581
Northpointe Capital
Michigan
$10.6M +$450K +6,765 +4%
CIM
582
Contrarius Investment Management
Jersey
$10.6M +$310K +4,658 +3%
BGDI
583
BW Gestao de Investimentos
Brazil
$10.6M +$10.6M +158,674 New
CAM
584
Cypress Asset Management
Texas
$10.5M -$40K -600 -0.4%
DA
585
DSC Advisors
Illinois
$10.5M -$1.13K -17 -0%
CCM
586
Cohen Capital Management
California
$10.5M +$96.2K +1,445 +0.9%
BPB
587
Badgley, Phelps & Bell
Washington
$10.5M -$114K -1,719 -1%
QOP
588
Quinn Opportunity Partners
Virginia
$10.5M -$300K -4,500 -3%
BCM
589
BlueCrest Capital Management
Jersey
$10.5M -$3.23M -48,516 -24%
PWM
590
Patriot Wealth Management
Texas
$10.5M +$1.37M +20,539 +15%
CW
591
Cabot-Wellington
Massachusetts
$10.5M -$35K -525 -0.3%
MERSOM
592
Municipal Employees' Retirement System of Michigan
Michigan
$10.4M +$18K +270 +0.2%
AJ
593
Ashburton (Jersey)
Jersey
$10.4M -$1.27M -19,097 -11%
SAM
594
Strategy Asset Managers
California
$10.4M -$52.2K -784 -0.5%
PCM
595
Palisade Capital Management
New Jersey
$10.4M +$743K +11,151 +8%
V
596
Veritable
Delaware
$10.3M +$373K +5,598 +4%
DCM
597
Destrier Capital Management
New York
$10.3M – – –
HEIP
598
Hudson Edge Investment Partners
New Jersey
$10.3M -$2.08M -31,199 -17%
PFC
599
Phocas Financial Corp
California
$10.3M -$1.89M -28,315 -16%
JPMIA
600
J.P. Marvel Investment Advisors
Massachusetts
$10.2M -$349K -5,245 -3%
22 23
24
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