JPM icon

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 %
PAM
651
Premier Asset Management
Illinois
$8.74M -$135K -2,025 -2%
JAM
652
JCIC Asset Management
Ontario, Canada
$8.73M -$688K -10,330 -7%
BIA
653
Biondo Investment Advisors
Pennsylvania
$8.72M +$63.5K +953 +0.7%
FAAS
654
First Allied Advisory Services
California
$8.72M -$540K -8,103 -6%
SWP
655
Stratos Wealth Partners
Ohio
$8.69M +$2.6M +39,064 +43%
ACH
656
ArrowMark Colorado Holdings
Colorado
$8.66M – – –
PAG
657
Private Advisor Group
New Jersey
$8.65M -$1.14M -17,109 -12%
IA
658
IFP Advisors
Florida
$8.65M -$775K -11,638 -8%
KFC
659
Klingenstein Fields & Co
New York
$8.51M +$33K +496 +0.4%
CWM
660
Cabot Wealth Management
Massachusetts
$8.44M +$183K +2,746 +2%
B
661
Bailard
California
$8.44M +$3.81M +57,214 +82%
AC
662
AFAM Capital
Texas
$8.43M -$109K -1,632 -1%
BBA
663
BLB&B Advisors
Pennsylvania
$8.41M +$487K +7,319 +6%
M
664
MOTCO
Texas
$8.38M +$21K +316 +0.3%
CEI
665
Clark Estates Inc
New York
$8.36M – – –
SSWM
666
Smith Salley Wealth Management
North Carolina
$8.36M +$459K +6,895 +6%
SNT
667
Security National Trust
West Virginia
$8.34M -$48K -721 -0.6%
RCP
668
Rothschild Capital Partners
New York
$8.33M -$34.7K -521 -0.4%
GCA
669
Guardian Capital Advisors
Ontario, Canada
$8.31M -$229K -3,425 -3%
CA
670
Continental Advisors
Utah
$8.3M +$1.6M +24,000 +24%
AC
671
Allstate Corporation
Illinois
$8.26M +$8.26M +124,073 New
BCMNY
672
Buckingham Capital Management (New York)
New York
$8.23M -$173K -2,602 -2%
BSPF
673
British Steel Pension Fund
United Kingdom
$8.21M +$1.13M +17,000 +16%
PP
674
Patten & Patten
Tennessee
$8.18M +$168K +2,520 +2%
CI
675
Conning Inc
Connecticut
$8.17M +$34.1K +520 +0.4%
25 26
27
28 29