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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 %
MC
876
MRJ Capital
New York
$4.37M – – –
III
877
Independent Investors Inc
New York
$4.35M -$33.3K -500 -0.8%
BC
878
Burney Company
Virginia
$4.34M +$2.01M +30,099 +86%
JCM
879
JS Capital Management
New York
$4.33M -$4M -60,000 -48%
HAM
880
Highstreet Asset Management
Ontario, Canada
$4.33M +$573K +8,606 +15%
LW
881
Linscomb Wealth
Texas
$4.29M +$404K +6,070 +10%
SGCA
882
Steel Grove Capital Advisors
Tennessee
$4.29M +$66.6K +1,000 +2%
MAM
883
Meeder Asset Management
Ohio
$4.28M -$8.47M -127,173 -66%
UR
884
USCA RIA
Texas
$4.27M +$2.01M +30,119 +88%
HW
885
Hancock Whitney
Mississippi
$4.25M +$1.04M +15,652 +33%
CWM
886
Catamount Wealth Management
Connecticut
$4.25M +$197K +2,901 +5%
IFAM
887
Institutional & Family Asset Management
Colorado
$4.24M +$382K +5,739 +10%
SCA
888
Stieven Capital Advisors
Missouri
$4.23M +$79.9K +1,200 +2%
SIA
889
SeaBridge Investment Advisors
New Jersey
$4.23M – – –
BPM
890
Bowling Portfolio Management
Ohio
$4.21M -$3.14M -47,129 -43%
LWCFA
891
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.2M +$23.8K +357 +0.6%
JAM
892
Jolley Asset Management
North Carolina
$4.18M -$10.7K -160 -0.3%
DP
893
Dearborn Partners
Illinois
$4.16M -$17K -256 -0.4%
Carson Wealth (CWM LLC)
894
Carson Wealth (CWM LLC)
Nebraska
$4.15M -$507K -7,617 -11%
FANJ
895
Financial Architects (New Jersey)
New Jersey
$4.13M -$80.2K -1,204 -2%
RIA
896
RPG Investment Advisory
California
$4.1M -$342K -5,138 -8%
COI
897
Connable Office Inc
Michigan
$4.1M +$345K +5,178 +9%
DCM
898
Delta Capital Management
New Jersey
$4.09M -$63.3K -950 -2%
CWM
899
CIBC World Markets
New York
$4.06M -$2.47M -37,072 -38%
UF
900
Univest Financial
Pennsylvania
$4.05M -$6.33K -95 -0.2%
34 35
36
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