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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 %
CCM
601
Channing Capital Management
Illinois
$10.2M – – –
Parallax Volatility Advisers
602
Parallax Volatility Advisers
California
$10.1M +$10.1M +152,184 New
PCM
603
Parsons Capital Management
Rhode Island
$10.1M +$146K +2,192 +1%
CCA
604
Cobblestone Capital Advisors
New York
$10.1M -$315K -4,735 -3%
FBC
605
Fairfield, Bush & Co
Connecticut
$10M +$1.21M +18,119 +14%
HI
606
Honeywell International
North Carolina
$9.99M -$9.99M -150,000 -50%
HCMNY
607
Howard Capital Management (New York)
New York
$9.97M +$86.9K +1,305 +0.9%
Cambridge Investment Research Advisors
608
Cambridge Investment Research Advisors
Iowa
$9.93M +$99.3K +1,491 +1%
CCT
609
Chemung Canal Trust
New York
$9.92M +$664K +9,968 +7%
CTC
610
Central Trust Company
Missouri
$9.9M +$315K +4,724 +3%
CIP
611
Convergence Investment Partners
Florida
$9.85M -$3.55M -53,282 -26%
WB
612
Webster Bank
Connecticut
$9.75M +$107K +1,606 +1%
MSR
613
Main Street Research
Connecticut
$9.71M +$4.82M +72,346 +99%
LIC
614
Lodestar Investment Counsel
Illinois
$9.68M +$3.12M +46,797 +47%
EWM
615
Endurance Wealth Management
Rhode Island
$9.66M -$237K -3,455 -2%
DMIC
616
Dixon Mitchell Investment Counsel
British Columbia, Canada
$9.57M -$78.6K -1,181 -0.8%
RAM
617
Riggs Asset Management
Pennsylvania
$9.56M -$119K -1,781 -1%
SC
618
SouthState Corp
Florida
$9.54M +$35.6K +534 +0.4%
HFS
619
Haverford Financial Services
Pennsylvania
$9.53M -$71K -1,067 -0.7%
CIS
620
Connors Investor Services
Pennsylvania
$9.49M +$463K +6,951 +5%
TIM
621
Thompson Investment Management
Wisconsin
$9.48M -$57.8K -868 -0.6%
LG
622
LaFleur & Godfrey
Michigan
$9.48M -$1.34M -20,065 -12%
FNT
623
First National Trust
Pennsylvania
$9.46M +$301K +4,515 +3%
PP
624
Paloma Partners
Connecticut
$9.42M +$6.13M +92,090 +187%
AIP
625
Ameritas Investment Partners
Nebraska
$9.42M +$1.28M +19,269 +16%
23 24
25
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