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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 %
AR
951
Advisory Research
Illinois
$3.5M -$73.2K -1,099 -2%
CT
952
Chicago Trust
Illinois
$3.49M -$553K -8,301 -14%
SCM
953
Stonebridge Capital Management
California
$3.49M -$46.6K -700 -1%
CNC
954
Citizens & Northern Corp
Pennsylvania
$3.42M +$110K +1,646 +3%
RC
955
Roundview Capital
New Jersey
$3.41M -$2.66K -40 -0.1%
NMIFOAC
956
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$3.4M – – –
PL
957
Parthenon LLC
Kentucky
$3.38M -$17.6K -265 -0.5%
UOC
958
UBS O'Connor
Illinois
$3.38M +$3.38M +50,719 New
WAM
959
Wealthspire Advisors (Maryland)
Maryland
$3.32M +$299K +4,486 +10%
LGC
960
Laurel Grove Capital
California
$3.32M -$213K -3,200 -6%
P
961
Pitcairn
Pennsylvania
$3.31M +$12.9K +193 +0.4%
SACTSONJ
962
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$3.3M – – –
GIM
963
Goelzer Investment Management
Indiana
$3.29M +$1.79M +26,849 +119%
IB
964
Intrust Bank
Kansas
$3.27M -$123K -1,844 -4%
GIA
965
GHP Investment Advisors
Colorado
$3.26M -$61.5K -923 -2%
BPC
966
Banque Pictet & Cie
Switzerland
$3.26M -$459K -6,893 -12%
MCM
967
Mengis Capital Management
Oregon
$3.23M -$13.3K -200 -0.4%
WC
968
Woodstock Corp
Massachusetts
$3.22M +$37.6K +565 +1%
WAS
969
WESPAC Advisors SoCal
California
$3.21M -$108K -1,625 -3%
MMG
970
Monetary Management Group
Missouri
$3.2M -$16.6K -250 -0.5%
GJIC
971
Gamble Jones Investment Counsel
California
$3.19M +$92.3K +1,386 +3%
BCA
972
Bray Capital Advisors
Florida
$3.16M +$325K +4,880 +11%
EM
973
Excalibur Management
Massachusetts
$3.15M -$105K -1,570 -3%
ACP
974
Aviance Capital Partners
Florida
$3.14M -$89.4K -1,342 -3%
YIA
975
YHB Investment Advisors
Connecticut
$3.12M -$381K -5,727 -11%
37 38
39
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