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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 %
LTI
801
Laffer Tengler Investments
Tennessee
$5.46M +$45.9K +689 +0.8%
AI
802
Ariel Investments
Illinois
$5.45M – – –
OWD
803
Osborn Williams & Donohoe
Ohio
$5.44M -$232K -3,480 -4%
CWM
804
Concert Wealth Management
California
$5.43M +$241K +3,617 +5%
AAM
805
AR Asset Management
California
$5.42M – – –
FG
806
Fiduciary Group
Georgia
$5.41M +$77.4K +1,162 +1%
AA
807
Ancora Advisors
Ohio
$5.35M +$122K +1,827 +2%
IA
808
Icon Advisers
Colorado
$5.35M -$879K -13,200 -14%
PP
809
Pegasus Partners
Wisconsin
$5.33M +$419K +6,285 +9%
WKWM
810
Walter & Keenan Wealth Management
Indiana
$5.27M -$216K -3,247 -4%
LAM
811
Lebenthal Asset Management
New York
$5.27M -$276K -4,139 -5%
SFS
812
Strategic Financial Services
New York
$5.25M -$54.6K -820 -1%
FCT
813
Family Capital Trust
Massachusetts
$5.24M -$43.3K -650 -0.8%
Pacer Advisors
814
Pacer Advisors
Pennsylvania
$5.24M -$36.3K -545 -0.7%
BOH
815
Bank of Hawaii
Hawaii
$5.21M -$148K -2,218 -3%
IP
816
Investment Partners
Ohio
$5.2M +$4.08M +61,330 +365%
EAM
817
EULAV Asset Management
Florida
$5.19M -$999K -15,000 -16%
RIM
818
Ranger International Management
Illinois
$5.19M -$7.44M -111,750 -59%
FLPIM
819
F.L. Putnam Investment Management
Massachusetts
$5.18M +$1.22M +18,369 +31%
EOJOAM
820
E. Ohman J:or Asset Management
Sweden
$5.17M -$892K -13,400 -15%
BAAM
821
Baker Avenue Asset Management
California
$5.13M +$900K +13,519 +21%
NFA
822
Nuveen Fund Advisors
Illinois
$5.1M -$630K -9,465 -11%
DLG
823
Daniel L. Goodwin
$5.1M – – –
BCP
824
Blue Chip Partners
Michigan
$5.08M +$358K +5,381 +8%
DLCIG
825
D.L. Carlson Investment Group
New Hampshire
$5.08M +$265K +3,981 +6%
31 32
33
34 35