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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 %
DVM
1076
Dreman Value Management
Florida
$2.51M -$70.9K -1,065 -3%
GVT
1077
Genesee Valley Trust
New York
$2.51M -$155K -2,326 -6%
BSWMG
1078
Barrington Strategic Wealth Management Group
Illinois
$2.5M -$67.5K -1,013 -3%
CCM
1079
Coldstream Capital Management
Washington
$2.49M -$353K -5,302 -12%
TBNY
1080
Trustco Bank (New York)
New York
$2.49M -$20K -300 -0.8%
GIA
1081
Guyasuta Investment Advisors
Pennsylvania
$2.48M +$30K +450 +1%
SSI
1082
Scott & Selber Inc
Texas
$2.48M +$10.5K +157 +0.4%
CAM
1083
Columbia Asset Management
Michigan
$2.47M -$53.4K -802 -2%
OCM
1084
One Capital Management
California
$2.47M +$732 +11 +0%
SIMM
1085
Stillwater Investment Management (Minnesota)
Minnesota
$2.47M +$72K +1,081 +3%
SI
1086
SII Investments
Wisconsin
$2.46M -$818K -12,284 -25%
AW
1087
ACG Wealth
Georgia
$2.46M -$55.6K -835 -2%
GP
1088
Girard Partners
Pennsylvania
$2.46M +$75.1K +1,128 +3%
RCAG
1089
Rehmann Capital Advisory Group
Michigan
$2.45M -$746K -11,211 -23%
BB
1090
Bell Bank
North Dakota
$2.44M +$76.5K +1,148 +3%
SWM
1091
Stockman Wealth Management
Montana
$2.44M +$121K +1,821 +5%
BSB
1092
Bangor Savings Bank
Maine
$2.43M +$5.13K +77 +0.2%
GPCM
1093
Granite Point Capital Management
Massachusetts
$2.42M -$195K -2,925 -7%
WIC
1094
Woodmont Investment Counsel
Tennessee
$2.42M +$16.6K +250 +0.7%
EGM
1095
Espalier Global Management
New York
$2.41M +$150K +2,250 +7%
WA
1096
WealthTrust Axiom
Pennsylvania
$2.41M +$2.15M +32,259 +827%
SCI
1097
S&CO Inc
Massachusetts
$2.41M -$52.9K -794 -2%
ECML
1098
Eagle Capital Management (Louisiana)
Louisiana
$2.39M +$2.39M +35,940 New
GWM
1099
Geneos Wealth Management
Colorado
$2.39M -$13.8K -207 -0.6%
LJAC
1100
L.J. Altfest & Co
New York
$2.38M +$19.5K +293 +0.8%
42 43
44
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