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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 %
ACM
976
Argyle Capital Management
Pennsylvania
$3.12M -$66.6K -1,000 -2%
CM
977
Castleark Management
Illinois
$3.12M – – –
FMC
978
First Merchants Corp
Indiana
$3.12M -$430K -6,458 -12%
UBWV
979
United Bank (West Virginia)
West Virginia
$3.1M -$34.6K -520 -1%
DPIM
980
Duff & Phelps Investment Management
Illinois
$3.1M -$65.9K -990 -2%
IWM
981
Integrated Wealth Management
California
$3.1M -$67.3K -1,010 -2%
DWT
982
Dorsey & Whitney Trust
South Dakota
$3.1M +$58.1K +873 +2%
ECM
983
EagleClaw Capital Management
Massachusetts
$3.09M -$3.33K -50 -0.1%
BAS
984
Brown Advisory Securities
Maryland
$3.08M -$224K -3,356 -7%
VST
985
Van Strum & Towne
California
$3.08M +$21.6K +325 +0.7%
CAL
986
Capital Analysts LLC
Pennsylvania
$3.07M -$141K -2,120 -4%
PTC
987
Philadelphia Trust Company
Pennsylvania
$3.07M -$9.59K -144 -0.3%
ICOA
988
Investment Centers of America
North Dakota
$3.07M +$99.6K +1,494 +3%
Mackenzie Financial
989
Mackenzie Financial
Ontario, Canada
$3.06M -$48.1M -721,666 -94%
SAM
990
Sawgrass Asset Management
Florida
$3.05M +$69.9K +1,050 +2%
RMDI
991
R.M. Davis Inc
Maine
$3.04M +$69.4K +1,042 +2%
AMM
992
American Money Management
California
$3.03M +$301K +5,120 +11%
BWAM
993
Boyd Watterson Asset Management
Ohio
$3.02M -$182K -2,731 -6%
IMOV
994
Investment Management of Virginia
Virginia
$3.02M -$11.7K -175 -0.4%
CA
995
Cetera Advisors
Colorado
$3.02M -$13.5K -203 -0.4%
SFFS
996
Stonehage Fleming Financial Services
Jersey
$2.99M +$739K +11,100 +33%
SCM
997
Schnieders Capital Management
California
$2.97M +$109K +1,640 +4%
CCP
998
Cardan Capital Partners
Colorado
$2.96M -$48.9K -734 -2%
RMSCM
999
R.M. Sincerbeaux Capital Management
New York
$2.95M – – –
BBHC
1000
Brown Brothers Harriman & Co
New York
$2.95M -$536K -8,045 -15%
38 39
40
41 42