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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 %
TIA
1101
Tiemann Investment Advisors
California
$2.38M +$26.7K +401 +1%
CCM
1102
Convector Capital Management
New York
$2.37M +$1.03M +15,525 +78%
BW
1103
Bison Wealth
Georgia
$2.37M -$1.25M -18,721 -35%
FFA
1104
Fragasso Financial Advisors
Pennsylvania
$2.34M +$7.92K +119 +0.3%
HIH
1105
HRS Investment Holdings
New York
$2.33M – – –
FWM
1106
Frontier Wealth Management
Missouri
$2.31M -$390K -5,865 -14%
CCA
1107
Checchi Capital Advisers
California
$2.31M +$43.3K +650 +2%
CNFG
1108
Creegan & Nassoura Financial Group
New Hampshire
$2.31M +$133 +2 +0%
CFMC
1109
Curbstone Financial Management Corp
New Hampshire
$2.31M +$23.3K +350 +1%
RG
1110
Renaissance Group
Kentucky
$2.29M -$9.06K -136 -0.4%
DBIA
1111
Dumont & Blake Investment Advisors
New Jersey
$2.29M – – –
HIC
1112
Harvey Investment Company
Kentucky
$2.28M +$79.9K +1,200 +4%
IAMOG
1113
Investors Asset Management of Georgia
Georgia
$2.27M -$11.1K -167 -0.5%
TCM
1114
Texan Capital Management
Texas
$2.26M +$27.9K +419 +1%
PG
1115
Patten Group
Tennessee
$2.26M -$3.26K -48 -0.1%
DWM
1116
Dorchester Wealth Management
Quebec, Canada
$2.25M +$19.3K +290 +0.9%
AWM
1117
Altavista Wealth Management
North Carolina
$2.25M +$66.8K +1,003 +3%
NPC
1118
National Planning Corporation
California
$2.24M -$556K -7,953 -20%
GCP
1119
GSA Capital Partners
United Kingdom
$2.24M +$1.25M +18,809 +127%
RA
1120
Rational Advisors
New York
$2.24M +$2.24M +33,600 New
GD
1121
Grandfield & Dodd
New York
$2.23M +$25.4K +382 +1%
CIM
1122
CIM Investment Management
Pennsylvania
$2.23M -$185K -2,780 -8%
CCM
1123
Coe Capital Management
Illinois
$2.22M +$141K +2,120 +7%
TWA
1124
TCI Wealth Advisors
Arizona
$2.22M +$1.4K +21 +0.1%
FA
1125
FCG Advisors
New Jersey
$2.21M +$114K +1,711 +5%
43 44
45
46 47