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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 %
TYCC
626
Texas Yale Capital Corp
Florida
$9.4M -$42.9K -644 -0.5%
WAM
627
Wilsey Asset Management
California
$9.39M -$233K -3,473 -2%
SDJVC
628
St. Denis J. Villere & Co
Louisiana
$9.36M +$1.99M +29,882 +27%
NLI
629
Nippon Life Insurance
Japan
$9.34M -$32.6K -489 -0.3%
CAN
630
Cetera Advisor Networks
California
$9.31M +$3.21M +48,246 +53%
CB
631
Chemical Bank
Michigan
$9.27M +$431K +6,474 +5%
SSB
632
Sandy Spring Bank
Maryland
$9.22M +$766K +11,464 +9%
RW
633
Rand Wealth
Maryland
$9.21M +$279K +4,184 +3%
CA
634
Callahan Advisors
Texas
$9.19M +$233K +3,504 +3%
PA
635
Profund Advisors
Maryland
$9.18M +$851K +12,773 +10%
Nomura Holdings
636
Nomura Holdings
Japan
$9.14M -$17.3M -261,999 -65%
MYAM
637
Meiji Yasuda Asset Management
Japan
$9.14M +$1.51M +22,708 +20%
RC
638
RBO & Co
California
$9.11M +$25.7K +386 +0.3%
AHC
639
Adell Harriman & Carpenter
Texas
$9.09M -$393K -5,900 -4%
CCFCSB
640
Cape Cod Five Cents Savings Bank
Massachusetts
$9.09M -$8.46K -127 -0.1%
TAM
641
Tocqueville Asset Management
New York
$9.02M -$148K -2,218 -2%
NSEDCP
642
NJ State Employees Deferred Compensation Plan
New Jersey
$8.99M – – –
GW
643
GW & Wade
Massachusetts
$8.96M -$136K -2,044 -1%
LM
644
Lincluden Management
Ontario, Canada
$8.94M +$49.9K +750 +0.6%
RBA
645
Richard Bernstein Advisors
New York
$8.94M – – –
VW
646
Vantage Wealth
California
$8.9M +$62.9K +945 +0.7%
FMBTD
647
First Midwest Bank Trust Division
Illinois
$8.84M -$229K -3,436 -3%
CRCM
648
Crystal Rock Capital Management
Illinois
$8.81M – – –
KIA
649
KCM Investment Advisors
California
$8.76M -$86.3K -1,296 -1%
SLI
650
Sumitomo Life Insurance
Japan
$8.74M -$946K -14,205 -10%
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