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 %
PAM
901
Peak Asset Management
Colorado
$4.04M +$15.2K +228 +0.4%
CB
902
Community Bank
New York
$4.04M +$105K +1,573 +3%
CFC
903
Cincinnati Financial Corp
Ohio
$4M – – –
RAM
904
Redmond Asset Management
Virginia
$3.99M +$13.2K +198 +0.3%
GCA
905
Gideon Capital Advisors
New York
$3.97M +$3.97M +59,656 New
PCA
906
Personal Capital Advisors
California
$3.96M +$691K +10,522 +21%
AP
907
Advisor Partners
California
$3.96M +$24.5K +368 +0.6%
CAM
908
Congress Asset Management
Massachusetts
$3.95M +$359K +5,386 +10%
SC
909
Schulhoff & Co
Ohio
$3.95M +$16.6K +250 +0.4%
CI
910
Capital International
California
$3.93M -$2.45M -36,800 -38%
AIC
911
Argus Investors Counsel
New York
$3.93M -$95.9K -1,440 -2%
TCOT
912
Trust Company of Toledo
Ohio
$3.91M +$10.3K +154 +0.3%
GCA
913
Greenwood Capital Associates
South Carolina
$3.91M +$40.8K +612 +1%
NCMW
914
Northern Capital Management (Wisconsin)
Wisconsin
$3.9M -$30K -450 -0.8%
WPP
915
Whalerock Point Partners
Rhode Island
$3.9M +$3.9M +58,584 New
CFA
916
Capstone Financial Advisors
Illinois
$3.88M +$67 +1 +0%
CHAM
917
Clear Harbor Asset Management
Connecticut
$3.88M +$34.4K +516 +0.9%
HBT
918
Hills Bank & Trust
Iowa
$3.87M +$55.3K +830 +1%
LMIM
919
Lockheed Martin Investment Management
Maryland
$3.86M -$6.35M -95,400 -62%
KCMRT
920
Kemper Corp Master Retirement Trust
Illinois
$3.86M – – –
CCMINC
921
Cardinal Capital Management Inc (North Carolina)
North Carolina
$3.86M +$86.6K +1,300 +2%
ECM
922
Everence Capital Management
Indiana
$3.86M – – –
UFG
923
United Fire Group
Iowa
$3.85M – – –
PIM
924
Penobscot Investment Management
Massachusetts
$3.84M +$287K +4,304 +8%
ECM
925
ETrade Capital Management
Virginia
$3.83M +$81K +1,216 +2%
35 36
37
38 39