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 %
PFP
776
Pinnacle Financial Partners
Tennessee
$5.86M -$53.3K -826 -0.9%
CFA
777
Carroll Financial Associates
North Carolina
$5.86M +$28.3K +425 +0.5%
TBA
778
Tower Bridge Advisors
Pennsylvania
$5.84M -$439K -6,600 -7%
BC
779
Bartlett & Co
Ohio
$5.84M -$182K -2,736 -3%
FNFDCM
780
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.83M -$1.6K -25 -0%
FAB
781
First American Bank
Illinois
$5.78M +$2.48M +37,222 +75%
RIM
782
Regent Investment Management
Kentucky
$5.78M -$40K -600 -0.7%
GJL
783
Gendell Jeffrey L
$5.77M -$3.1M -46,600 -35%
PAIM
784
Punch & Associates Investment Management
Minnesota
$5.75M +$78.8K +1,184 +1%
EWM
785
Evercore Wealth Management
New York
$5.74M -$116K -1,736 -2%
OSNBOA
786
Old Second National Bank of Aurora
Illinois
$5.74M -$107K -1,602 -2%
AF
787
Arrow Financial
New York
$5.74M -$248K -3,731 -4%
BAC
788
Boys Arnold & Co
North Carolina
$5.67M -$14.1K -211 -0.2%
NIP
789
Nicholas Investment Partners
California
$5.66M +$531K +7,978 +10%
SIP
790
Stoneridge Investment Partners
Pennsylvania
$5.66M -$4.81M -72,204 -46%
SCM
791
Suffolk Capital Management
New York
$5.65M +$5.65M +84,900 New
OC
792
Oakworth Capital
Alabama
$5.65M +$407K +6,105 +8%
SAM
793
Security Asset Management
New York
$5.64M +$66.6K +1,000 +1%
ANBT
794
American National Bank & Trust
Texas
$5.62M +$560K +8,416 +11%
BIM
795
Bridges Investment Management
Nebraska
$5.61M -$130K -1,958 -2%
BO
796
BRR OpCo
Ohio
$5.57M -$54.1K -812 -1%
DWA
797
Douglass Winthrop Advisors
New York
$5.57M +$25.3K +380 +0.5%
BTNA
798
Bremer Trust National Association
Minnesota
$5.53M -$455K -6,830 -8%
FAT
799
First American Trust
California
$5.51M -$1.12M -16,746 -17%
GC
800
Gratus Capital
Georgia
$5.5M +$47.9K +719 +0.9%
30 31
32
33 34