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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 %
BA
1176
Birinyi Associates
Connecticut
$1.91M -$279K -4,188 -13%
LBC
1177
Lawrence B. Cohen
$1.9M +$133K +1,995 +7%
SGA
1178
Strategic Global Advisors
California
$1.9M – – –
MIAN
1179
Mariner Independent Advisor Network
Kansas
$1.89M +$431K +6,478 +30%
PWW
1180
Pettyjohn Wood & White
Virginia
$1.88M -$63.3K -950 -3%
PNAA
1181
Pictet North America Advisors
Switzerland
$1.88M -$292K -4,393 -13%
WIC
1182
Whitegate Investment Counselors
New Hampshire
$1.88M +$6.66K +100 +0.4%
LBG
1183
Lloyds Banking Group
United Kingdom
$1.88M -$45.5K -683 -2%
CD
1184
Carl Domino
Florida
$1.87M -$122K -1,854 -6%
NCM
1185
Neumann Capital Management
California
$1.87M – – –
MCM
1186
Monarch Capital Management
Indiana
$1.86M +$29K +435 +2%
VFA
1187
Voya Financial Advisors
Connecticut
$1.86M +$69.9K +1,065 +4%
DIA
1188
Dean Investment Associates
Ohio
$1.85M +$74.6K +1,121 +4%
ZB
1189
Zions Bancorporation
Utah
$1.85M -$157K -2,323 -8%
WSC
1190
Wellington Shields & Co
New York
$1.85M +$333 +5 +0%
ST
1191
Smithfield Trust
Pennsylvania
$1.84M +$209K +3,136 +13%
OA
1192
Outfitter Advisors
Virginia
$1.83M – – –
BAM
1193
Burgundy Asset Management
Ontario, Canada
$1.82M – – –
SIC
1194
Shoker Investment Counsel
Ohio
$1.82M +$161K +2,417 +10%
CBTWT
1195
Community Bank & Trust (Waco, Texas)
Texas
$1.82M – – –
DAC
1196
Dividend Assets Capital
South Carolina
$1.81M +$36.3K +545 +2%
NPA
1197
Nichols & Pratt Advisers
Massachusetts
$1.81M – – –
IIM
1198
Ipswich Investment Management
Massachusetts
$1.8M – – –
FHC
1199
First Heartland Consultants
Missouri
$1.8M -$16.7K -250 -0.9%
MCM
1200
Maryland Capital Management
Maryland
$1.8M +$54K +811 +3%
46 47
48
49 50