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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 %
ST
851
Sentinel Trust
Texas
$4.66M +$39.6K +595 +0.9%
FA
852
Fagan Associates
New York
$4.65M +$1.47K +22 +0%
NCM
853
Nelson Capital Management
California
$4.64M +$148K +2,222 +3%
TCA
854
Teewinot Capital Advisers
New York
$4.63M -$271K -4,072 -6%
SB
855
Simmons Bank
Arkansas
$4.62M -$68.8K -1,033 -1%
FDCC
856
Foster Dykema Cabot & Co
Massachusetts
$4.6M -$25.6K -385 -0.6%
BHWM
857
Bar Harbor Wealth Management
New Hampshire
$4.57M -$102K -1,531 -2%
AL
858
Aspiriant LLC
California
$4.57M -$955K -14,338 -17%
EFS
859
Essex Financial Services
Connecticut
$4.56M +$11.4K +171 +0.3%
SHGA
860
Sand Hill Global Advisors
California
$4.56M +$6.66K +100 +0.1%
WTB
861
Washington Trust Bank
Washington
$4.54M +$88.2K +1,324 +2%
AA
862
Apriem Advisors
California
$4.53M +$36.1K +542 +0.8%
BHB
863
Bank Hapoalim BM
Israel
$4.51M -$311K -4,674 -6%
ANTB
864
AMG National Trust Bank
Colorado
$4.51M +$365K +5,484 +9%
CBU
865
CIBC Bank USA
Illinois
$4.51M +$725K +10,889 +19%
MRCM
866
M&R Capital Management
New Jersey
$4.5M +$787K +11,825 +21%
JWBC
867
J.W. Burns & Co
New York
$4.47M -$1.6K -24 -0%
ISB
868
Iowa State Bank
Iowa
$4.47M -$35.5K -533 -0.8%
MAM
869
Martingale Asset Management
Massachusetts
$4.47M -$5.08M -76,280 -53%
BOC
870
Barbara Oil Co
Illinois
$4.46M – – –
ACM
871
Alpha Capital Management
Texas
$4.44M -$64.8K -973 -1%
AWCI
872
Alpine Woods Capital Investors
New York
$4.44M -$200K -3,000 -4%
I
873
IberiaBank
Louisiana
$4.4M +$200K +2,999 +5%
PGIM
874
Pacific Global Investment Management
California
$4.4M -$6.39K -96 -0.1%
SAM
875
Selway Asset Management
$4.37M -$88.9K -1,335 -2%
33 34
35
36 37