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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 %
CS
1151
Credential Securities
$2.08M +$43.8K +658 +2%
MSU
1152
Mizuho Securities USA
New York
$2.05M +$1.65M +24,829 +415%
CG
1153
Caprock Group
Idaho
$2.02M +$655K +9,832 +48%
First Eagle Investment Management
1154
First Eagle Investment Management
New York
$2.02M -$592K -8,891 -23%
GF
1155
Gerstein Fisher
New York
$2.01M +$242K +3,629 +14%
MHS
1156
M Holdings Securities
Oregon
$2.01M +$1.27K +19 +0.1%
SMM
1157
Stadion Money Management
Georgia
$2M – – –
AH
1158
Allen Holding
New York
$2M – – –
AFM
1159
Anson Funds Management
Texas
$2M – – –
EHWM
1160
Eads & Heald Wealth Management
Georgia
$1.99M -$21.6K -324 -1%
MIM
1161
Midwest Investment Management
Ohio
$1.99M -$1.42M -21,367 -42%
VIA
1162
Virtus Investment Advisers
Connecticut
$1.99M +$1.99M +29,806 New
NFG
1163
Next Financial Group
Texas
$1.97M +$969K +14,554 +97%
MPIA
1164
Mountain Pacific Investment Advisers
Idaho
$1.97M -$61.6K -925 -3%
LCM
1165
Leisure Capital Management
California
$1.96M +$8.19K +123 +0.4%
QI
1166
QV Investors
Alberta, Canada
$1.96M +$1.2K +18 +0.1%
ARMT
1167
Amica Retiree Medical Trust
Rhode Island
$1.94M – – –
EGM
1168
Engineers Gate Manager
New York
$1.94M -$6.83M -102,531 -78%
CDH
1169
Charles D. Hyman
$1.94M +$46.9K +705 +2%
CCG
1170
Cypress Capital Group
Florida
$1.93M +$435K +6,531 +29%
FBT
1171
First Bankers Trust
Kentucky
$1.93M +$225K +3,378 +13%
HPCM
1172
High Pointe Capital Management
Illinois
$1.93M -$659K -9,891 -25%
MCP
1173
Mirador Capital Partners
California
$1.93M -$26.6K -399 -1%
RC
1174
RegentAtlantic Capital
New Jersey
$1.91M -$799 -12 -0%
FCH
1175
Freestone Capital Holdings
Washington
$1.91M -$378K -5,674 -17%
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