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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 %
DY
726
Dowling & Yahnke
California
$6.89M +$63.6K +955 +0.9%
AF
727
Alerus Financial
North Dakota
$6.87M -$1.2M -18,033 -15%
TSW
728
Thompson Siegel & Walmsley
Virginia
$6.86M -$565K -8,491 -8%
AT
729
Argent Trust
Texas
$6.82M -$590K -8,860 -8%
DG
730
Davidson & Garrard
Virginia
$6.8M -$186K -2,786 -3%
ERIM
731
Eagle Ridge Investment Management
Connecticut
$6.78M -$123K -1,851 -2%
MCM
732
Murphy Capital Management
New Jersey
$6.73M +$110K +1,652 +2%
JIM
733
Jupiter Investment Management
United Kingdom
$6.73M -$9.59M -144,017 -59%
AC
734
Argentiere Capital
Switzerland
$6.71M +$6.71M +100,800 New
FMII
735
Farmers & Merchants Investments Inc
Nebraska
$6.64M +$145K +2,178 +2%
EWM
736
Edge Wealth Management
New York
$6.64M +$90.7K +1,382 +1%
GIM
737
Grassi Investment Management
California
$6.64M -$33.2K -499 -0.5%
HAG
738
HighPoint Advisor Group
Illinois
$6.63M +$302K +3,871 +5%
HRC
739
Hoertkorn Richard Charles
$6.61M -$261K -3,925 -4%
JG
740
Jefferies Group
New York
$6.61M -$969K -14,554 -13%
PI
741
Pettee Investors
Connecticut
$6.58M +$8.19K +123 +0.1%
BCM
742
BTC Capital Management
Iowa
$6.54M -$177K -2,653 -3%
CNBT
743
Canandaigua National Bank & Trust
New York
$6.54M +$8.92K +134 +0.1%
OMC
744
Overbrook Management Corp
New York
$6.51M -$318K -4,772 -5%
NPF
745
Norris Perne & French
Michigan
$6.5M +$508K +7,636 +8%
RWA
746
Ropes Wealth Advisors
Massachusetts
$6.48M +$136K +2,047 +2%
FA
747
FDx Advisors
Illinois
$6.47M +$727K +10,922 +13%
VV
748
Verity & Verity
South Carolina
$6.46M +$1.74M +26,100 +37%
AC
749
Alley Company
Illinois
$6.43M +$60.9K +914 +1%
TCM
750
Tradition Capital Management
New Jersey
$6.43M -$391K -5,868 -6%
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30
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