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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 %
Jones Financial Companies
701
Jones Financial Companies
Missouri
$7.55M -$1.38M -20,769 -15%
BOTW
702
Bank of the West
California
$7.49M -$2.25M -33,854 -23%
WF
703
WealthTrust Fairport
Ohio
$7.49M +$145K +2,183 +2%
FTC
704
Farmers Trust Company
Ohio
$7.48M -$278K -4,180 -4%
TB
705
Terril Brothers
Missouri
$7.47M -$4.06K -61 -0.1%
EML
706
Eos Management LP
New York
$7.46M – – –
MFS
707
MSI Financial Services
Massachusetts
$7.44M -$681K -10,229 -8%
FHA
708
First Horizon Advisors
Tennessee
$7.44M -$377K -5,622 -5%
CWM
709
Calamos Wealth Management
Illinois
$7.41M +$148K +2,218 +2%
AFG
710
Albion Financial Group
Utah
$7.38M +$6.62M +99,475 +871%
AHC
711
Anderson Hoagland & Co
Missouri
$7.38M +$40.4K +606 +0.5%
OCM
712
Oakwood Capital Management
California
$7.35M -$116K -1,740 -2%
QF
713
QVT Financial
New York
$7.33M -$4.66M -70,000 -39%
TC
714
Trust Company
Kansas
$7.32M +$1.13M +16,978 +18%
DIA
715
Denver Investment Advisors
Colorado
$7.22M -$287K -4,306 -4%
CCP
716
Corient Capital Partners
California
$7.17M +$7.17M +107,698 New
SGK
717
Steigerwald Gordon & Koch
Virginia
$7.15M +$333K +5,080 +5%
N
718
Natixis
France
$7.13M -$64.5M -968,459 -90%
FM
719
Foster & Motley
Ohio
$7.06M -$222K -3,328 -3%
IFB
720
iAB Financial Bank
Indiana
$7.06M +$172K +2,590 +3%
FAM
721
Fred Alger Management
New York
$7.03M +$989K +14,850 +16%
Capital Fund Management (CFM)
722
Capital Fund Management (CFM)
France
$7.02M -$30.5M -457,733 -81%
KWILP
723
Kiwi Wealth Investments Limited Partnership
New Zealand
$7.02M -$10.5M -157,653 -60%
CC
724
ClearArc Capital
Ohio
$6.94M +$251K +3,776 +4%
PCM
725
Palouse Capital Management
Washington
$6.93M -$120K -1,798 -2%
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