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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 %
QI
1201
Quotient Investors
New York
$1.79M -$1.22M -18,373 -41%
PHS
1202
Pekin Hardy Strauss
Illinois
$1.79M +$124K +1,855 +7%
WIS
1203
Wright Investors Service
Connecticut
$1.79M -$4.79K -72 -0.3%
BWP
1204
Baldwin Wealth Partners
Massachusetts
$1.79M -$1.6K -24 -0.1%
SFG
1205
SevenBridge Financial Group
Pennsylvania
$1.78M +$44.7K +660 +3%
H
1206
Hexavest
Quebec, Canada
$1.78M – – –
TP
1207
Truvvo Partners
New York
$1.77M -$1.77M -26,577 -50%
MVA
1208
Mount Vernon Associates
Maryland
$1.75M +$46.6K +700 +3%
CIC
1209
Crawford Investment Counsel
Georgia
$1.75M -$149K -2,231 -8%
AMIM
1210
Aull & Monroe Investment Management
Alabama
$1.74M +$6.66K +100 +0.4%
HCM
1211
Hengehold Capital Management
Ohio
$1.74M -$22.2K -334 -1%
WCA
1212
Westover Capital Advisors
Delaware
$1.73M -$120K -1,798 -6%
CFG
1213
CKW Financial Group
Hawaii
$1.71M +$13.3K +200 +0.8%
LS
1214
Livforsakringsbolaget Skandia
Sweden
$1.71M -$16.3M -462,924 -91%
PVWM
1215
Point View Wealth Management
New Jersey
$1.7M -$15K -225 -0.9%
CII
1216
Capital International Inc
California
$1.7M -$1.64M -24,600 -49%
PCMM
1217
Private Capital Management (Minnesota)
Minnesota
$1.7M -$376K -5,650 -18%
SCA
1218
Snowden Capital Advisors
New York
$1.69M +$360K +5,411 +27%
CPA
1219
Cowen Prime Advisors
New York
$1.68M +$1.14M +17,150 +212%
GT
1220
Greenleaf Trust
Michigan
$1.67M +$512K +7,693 +44%
VCAM
1221
Van Cleef Asset Management
Ohio
$1.66M -$27.3K -410 -2%
BCM
1222
Boltwood Capital Management
California
$1.66M -$11.3K -170 -0.7%
PWMAG
1223
Pinnacle Wealth Management Advisory Group
New Jersey
$1.66M +$7.66K +115 +0.5%
ADL
1224
Asset Dedication LLC
California
$1.65M +$21.8K +329 +1%
MHIM
1225
MacNealy Hoover Investment Management
Ohio
$1.65M – – –
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