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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 %
IPC
1051
Independent Portfolio Consultants
Florida
$2.68M -$172K -2,590 -6%
JC
1052
JBF Capital
Colorado
$2.66M -$4M -60,000 -60%
MFS
1053
Monetta Financial Services
Illinois
$2.66M – – –
CPIM
1054
Columbia Partners Investment Management
Virginia
$2.65M +$2.65M +39,746 New
1GA
1055
1st Global Advisors
Texas
$2.64M -$2.93K -44 -0.1%
PPCM
1056
Pillar Pacific Capital Management
California
$2.63M -$104K -1,567 -4%
FMT
1057
First Mercantile Trust
Tennessee
$2.63M -$679K -10,191 -21%
HIM
1058
Hutchens Investment Management
New Hampshire
$2.63M +$353K +5,300 +16%
OIA
1059
Optimum Investment Advisors
Illinois
$2.61M -$42.9K -644 -2%
MBTD
1060
Mechanics Bank - Trust Department
California
$2.6M +$78.9K +1,185 +3%
PAI
1061
Pittenger & Anderson Inc
Nebraska
$2.6M -$144K -2,170 -5%
CCA
1062
Catalyst Capital Advisors
New York
$2.58M +$1.94M +29,125 +302%
MC
1063
Middleton & Co
Massachusetts
$2.58M +$126K +1,890 +5%
SCM
1064
Sterneck Capital Management
Missouri
$2.57M -$1.53M -23,027 -37%
BKA
1065
Brick & Kyle Associates
Pennsylvania
$2.57M +$15K +225 +0.6%
CC
1066
Courier Capital
New York
$2.56M +$7.46K +112 +0.3%
OMCS
1067
Old Mutual Customised Solutions
South Africa
$2.56M -$1.13M -17,000 -31%
TSWM
1068
Triangle Securities Wealth Management
North Carolina
$2.55M -$44.2K -664 -2%
MBA
1069
McQueen Ball & Associates
Pennsylvania
$2.55M +$6.59K +99 +0.3%
BFO
1070
Boston Family Office
Massachusetts
$2.55M -$46K -690 -2%
NJBEST
1071
New Jersey Better Educational Savings Trust
New Jersey
$2.53M -$399K -6,000 -14%
BRWA
1072
B. Riley Wealth Advisors
Florida
$2.53M -$25.5K -485 -1%
HC
1073
Hendley & Co
Ohio
$2.52M +$55.6K +835 +2%
LRPA
1074
L. Roy Papp & Associates
Arizona
$2.52M +$33.3K +500 +1%
GA
1075
Gateway Advisory
New Jersey
$2.52M +$2.52M +37,773 New
41 42
43
44 45