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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 %
PIC
826
Portland Investment Counsel
Ontario, Canada
$5.07M +$413K +6,200 +9%
EVM
827
Evelyn V. Moreno
$5.03M -$2.33K -35 -0%
W
828
Wealthfront
California
$5.02M +$1.06M +15,902 +27%
LD
829
Lipe & Dalton
New York
$5.01M -$86.4K -1,297 -2%
RJA
830
Robshaw & Julian Associates
New York
$5M -$999 -15 -0%
BWM
831
Braver Wealth Management
Massachusetts
$4.98M +$26.6K +399 +0.5%
AC
832
Addenda Capital
Quebec, Canada
$4.95M – – –
AP
833
AHL Partners
United Kingdom
$4.93M +$4.52M +67,890 +1,113%
CTA
834
Colonial Trust Advisors
South Carolina
$4.92M +$21.2K +318 +0.4%
SIC
835
Sigma Investment Counselors
Michigan
$4.92M +$46.8K +703 +1%
PVH
836
Psagot Value Holdings
Israel
$4.9M +$113K +1,702 +2%
GI
837
Gradient Investments
Minnesota
$4.88M +$355K +5,329 +8%
MCMT
838
Moon Capital Management (Tennessee)
Tennessee
$4.88M -$287K -4,315 -6%
CBN
839
Cadence Bank NA
Texas
$4.87M +$1.14M +17,107 +30%
PL
840
Perpetual Ltd
Australia
$4.87M +$2.29M +34,361 +89%
CIM
841
CenturyLink Investment Management
Colorado
$4.86M – – –
BAM
842
Boyar Asset Management
New York
$4.85M -$92.2K -1,385 -2%
AL
843
Agran Libbie
California
$4.81M +$27.4K +412 +0.6%
MAM
844
Mizuho Asset Management
Japan
$4.8M -$530K -7,961 -10%
MC
845
Moors & Cabot
Massachusetts
$4.78M +$426K +6,405 +10%
CCM
846
CWH Capital Management
Washington
$4.75M +$4.33K +65 +0.1%
GCM
847
Garland Capital Management
Washington
$4.75M – – –
KJHP
848
K.J. Harrison & Partners
Ontario, Canada
$4.73M -$110K -1,650 -2%
PL
849
Parkwood LLC
Ohio
$4.72M -$44.1K -662 -0.9%
CIA
850
Capital Investment Advisors
Georgia
$4.71M +$170K +2,551 +4%
32 33
34
35 36