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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 %
BIC
926
Bridges Investment Counsel
Nebraska
$3.82M +$9.99K +150 +0.3%
BFIM
927
Beese Fulmer Investment Management
Ohio
$3.8M +$170K +2,559 +5%
Jane Street
928
Jane Street
New York
$3.8M -$6.37M -95,602 -63%
RCM
929
Riverhead Capital Management
Delaware
$3.79M +$3.61M +54,189 +1,978%
BG
930
Bollard Group
Massachusetts
$3.79M +$141K +2,124 +4%
HFM
931
Hartford Financial Management
Connecticut
$3.78M -$39.7K -596 -1%
WSCM
932
Wellington Shields Capital Management
New York
$3.74M +$60.1K +902 +2%
BCCM
933
Bridge Creek Capital Management
Massachusetts
$3.74M +$23.6K +355 +0.6%
LNC
934
Lincoln National Corp
Pennsylvania
$3.74M +$270K +4,051 +8%
CIA
935
CCM Investment Advisers
South Carolina
$3.72M +$3.72M +55,795 New
CT
936
Cambridge Trust
Massachusetts
$3.71M +$318K +4,777 +9%
PCA
937
PL Capital Advisors
Florida
$3.7M – – –
EGA
938
E&G Advisors
Texas
$3.69M -$79.9K -1,200 -2%
LNWWM
939
Laird Norton Wetherby Wealth Management
California
$3.68M +$223K +3,356 +6%
MC
940
Mathes Company
New York
$3.66M +$570K +8,555 +18%
CIS
941
Capital International Sarl
California
$3.66M -$3.82M -57,400 -51%
PTB
942
Pioneer Trust Bank
Oregon
$3.65M +$46.6K +700 +1%
LA
943
LVW Advisors
New York
$3.63M +$332K +4,980 +10%
LIM
944
Leavell Investment Management
Alabama
$3.62M -$78K -1,172 -2%
FB
945
Fulton Bank
Pennsylvania
$3.6M -$360K -5,401 -9%
AIA
946
AGF Investments America
Ontario, Canada
$3.57M +$12.6K +189 +0.4%
SFA
947
Sequoia Financial Advisors
Ohio
$3.57M +$272K +4,081 +8%
CC
948
Colrain Capital
Massachusetts
$3.55M -$1.11M -16,650 -24%
TF
949
Tompkins Financial
New York
$3.52M -$491K -7,372 -12%
SBIA
950
Sheaff Brock Investment Advisors
Indiana
$3.52M -$5.88M -88,363 -63%
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