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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 %
CW
676
Cobiz Wealth
Colorado
$8.17M -$108K -1,618 -1%
CANC
677
Culbertson A N & Co
Virginia
$8.16M +$98.8K +1,483 +1%
CIC
678
Carnegie Investment Counsel
Ohio
$8.16M +$373K +5,555 +5%
1IA
679
1834 Investment Advisors
Wisconsin
$8.15M +$36.8K +553 +0.5%
CSC
680
Cove Street Capital
California
$8.15M -$1.33M -19,900 -14%
LIA
681
LS Investment Advisors
Michigan
$8.11M -$247K -3,708 -3%
TCOV
682
Trust Company of Vermont
Vermont
$8.09M +$233K +3,504 +3%
Citadel Advisors
683
Citadel Advisors
Florida
$8.09M -$12.1M -181,960 -60%
PRA
684
Parametric Risk Advisors
Connecticut
$8.04M – – –
DSI
685
Daiwa SB Investments
Japan
$7.95M -$1.47M -22,050 -16%
RL
686
Ruffer LLP
United Kingdom
$7.95M +$38.7K +589 +0.5%
CF
687
CNA Financial
Illinois
$7.94M – – –
WAM
688
Winslow Asset Management
Ohio
$7.94M -$97.6K -1,466 -1%
WA
689
Wasatch Advisors
Utah
$7.94M -$872K -13,089 -10%
KCM
690
Kanawha Capital Management
Virginia
$7.92M -$118K -1,765 -1%
SC
691
Skylands Capital
Wisconsin
$7.88M -$596K -8,950 -7%
NRS
692
Neville Rodie & Shaw
New York
$7.8M -$40.9K -614 -0.5%
CIA
693
Choate Investment Advisors
Massachusetts
$7.8M -$464K -6,961 -6%
KRSITF
694
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.78M -$2.05M -30,759 -21%
FFBTD
695
First Financial Bank - Trust Division
Ohio
$7.71M -$197K -2,954 -2%
SCA
696
Stonebridge Capital Advisors
Minnesota
$7.7M +$432K +6,481 +6%
ECM
697
Exchange Capital Management
Michigan
$7.69M +$39.3K +590 +0.5%
NB
698
Norinchukin Bank
Japan
$7.66M +$432K +6,484 +6%
1SB
699
1ST Source Bank
Indiana
$7.58M +$226K +3,401 +3%
SWM
700
SVA Wealth Management
Wisconsin
$7.55M +$85.4K +1,283 +1%
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