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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 %
LPC
751
Loeb Partners Corp
New York
$6.43M +$646K +9,700 +11%
MA
752
Montag & Associates
Georgia
$6.42M +$960K +14,410 +18%
AT
753
Arden Trust
Delaware
$6.39M -$9.52M -142,974 -60%
SG Americas Securities
754
SG Americas Securities
New York
$6.36M -$21.4M -320,653 -77%
BCMO
755
Buckingham Capital Management (Ohio)
Ohio
$6.34M +$96.1K +1,442 +2%
FAM
756
Foresters Asset Management
Ontario, Canada
$6.33M -$53.8K -800 -0.8%
BHIA
757
Birch Hill Investment Advisors
Massachusetts
$6.33M -$84.6K -1,271 -1%
CBOR
758
Community Bank of Raymore
Missouri
$6.33M -$72.2K -1,084 -1%
PTC
759
Private Trust Company
Ohio
$6.32M +$419K +6,289 +7%
MYLI
760
Meiji Yasuda Life Insurance
Japan
$6.32M -$481K -7,220 -7%
MSV
761
MN Services Vermogensbeheer
Netherlands
$6.3M +$96K +1,442 +2%
CTA
762
Chesley Taft & Associates
Illinois
$6.26M +$39.7K +596 +0.6%
NEI
763
Northwest & Ethical Investments
Ontario, Canada
$6.24M -$15.3M -229,770 -71%
TMAM
764
Tokio Marine Asset Management
Japan
$6.2M -$838K -12,579 -12%
CCC
765
Cincinnati Casualty Company
Ohio
$6.19M – – –
CSUI
766
Cincinnati Specialty Underwriters Insurance
Ohio
$6.19M – – –
NCM
767
Narwhal Capital Management
Georgia
$6.17M +$332K +4,980 +6%
Westfield Capital Management
768
Westfield Capital Management
Massachusetts
$6.13M -$13.3K -200 -0.2%
BCM
769
Bourgeon Capital Management
Connecticut
$6.07M -$400K -5,999 -6%
AIM
770
Avity Investment Management
Connecticut
$6.04M -$94.7K -1,380 -2%
VWM
771
Venturi Wealth Management
Texas
$5.98M +$40.6K +609 +0.7%
JFGIW
772
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5.96M -$117K -1,756 -2%
WBG
773
Wharton Business Group
Pennsylvania
$5.93M -$29K -435 -0.5%
HVIA
774
Hudson Valley Investment Advisors
New York
$5.92M +$159K +2,387 +3%
NEAM
775
New England Asset Management
Connecticut
$5.91M +$160K +2,400 +3%
29 30
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