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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 %
CSS
1126
Cubist Systematic Strategies
Connecticut
$2.2M +$1.98M +29,720 +883%
SCM
1127
SOL Capital Management
Maryland
$2.2M +$23K +345 +1%
IC
1128
Investment Counsel
Michigan
$2.2M -$148K -2,223 -6%
CIG
1129
Consolidated Investment Group
Colorado
$2.2M – – –
JPC
1130
Jackson Park Capital
Utah
$2.2M – – –
ST
1131
Somerset Trust
Pennsylvania
$2.2M -$31.6K -475 -1%
NIM
1132
Northeast Investment Management
Massachusetts
$2.19M +$1.1M +16,458 +101%
EIM
1133
Essex Investment Management
Massachusetts
$2.18M -$4.99K -75 -0.2%
WC
1134
Whitney & Co
New York
$2.18M +$309K +4,646 +17%
FWCM
1135
First Western Capital Management
California
$2.18M +$332K +4,992 +18%
SFSIG
1136
San Francisco Sentry Investment Group
California
$2.17M -$11.2K -168 -0.5%
NB
1137
Nicolet Bankshares
Wisconsin
$2.16M +$684K +10,269 +46%
WOC
1138
West Oak Capital
California
$2.15M +$69.9K +1,049 +3%
SM
1139
Salzhauer Michael
$2.15M -$599 -9 -0%
CAM
1140
Chesapeake Asset Management
New York
$2.14M – – –
BFA
1141
Bragg Financial Advisors
North Carolina
$2.13M +$216K +3,248 +11%
GXMC
1142
Global X Management Company
New York
$2.13M +$218K +3,267 +11%
AC
1143
Addison Capital
Pennsylvania
$2.13M -$61K -916 -3%
WAS
1144
Winch Advisory Services
Wisconsin
$2.12M +$2.04M +30,595 +2,541%
SFWA
1145
Summit Financial Wealth Advisors
Louisiana
$2.12M +$906K +13,601 +75%
HCA
1146
Harbour Capital Advisors
Virginia
$2.11M -$47.3K -710 -2%
CL
1147
CSS LLC
Illinois
$2.1M – – –
NPT
1148
Nixon Peabody Trust
Massachusetts
$2.09M -$268K -4,026 -11%
AI
1149
Atria Investments
North Carolina
$2.09M +$246K +3,695 +13%
BJL
1150
Brighton Jones LLC
Washington
$2.09M +$181K +2,724 +10%
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