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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 %
NBC
1226
Neuberger Berman Canada
Ontario, Canada
$1.64M -$170K -2,556 -9%
WCM
1227
Wunderlich Capital Managemnt
Tennessee
$1.64M +$34.6K +520 +2%
CWP
1228
Capital Wealth Planning
Florida
$1.64M +$1.09M +16,380 +200%
JIC
1229
Joel Isaacson & Co
New York
$1.63M +$45.9K +689 +3%
Koshinski Asset Management
1230
Koshinski Asset Management
Illinois
$1.62M +$4.19K +63 +0.3%
CPA
1231
Court Place Advisors
Maryland
$1.62M -$6.66K -100 -0.4%
PCA
1232
Peddock Capital Advisors
Massachusetts
$1.6M – – –
LWM
1233
LBA Wealth Management
Florida
$1.59M +$17.8K +267 +1%
SA
1234
Strategic Advisors
New York
$1.58M +$70.7K +1,062 +5%
AAM
1235
Aureus Asset Management
Massachusetts
$1.56M +$90.5K +1,359 +6%
ATC
1236
Adirondack Trust Company
New York
$1.56M +$53.6K +805 +4%
FFC
1237
First Financial Corp
Indiana
$1.55M -$118K -1,779 -7%
WEC
1238
Winslow Evans & Crocker
Massachusetts
$1.54M -$6.39K -96 -0.4%
IC
1239
Inverness Counsel
New York
$1.54M -$103K -1,546 -6%
IAS
1240
INR Advisory Services
Pennsylvania
$1.54M – – –
ACM
1241
Aviance Capital Management
Florida
$1.54M +$599 +9 +0%
LPT
1242
Legacy Private Trust
Wisconsin
$1.54M -$1.34M -20,071 -47%
AWMG
1243
Alliance Wealth Management Group
New Jersey
$1.54M -$400K -6,000 -21%
DMK
1244
David M. Knott
$1.54M – – –
TSS
1245
Two Sigma Securities
New York
$1.53M +$1.53M +23,034 New
TC
1246
Telemus Capital
Michigan
$1.53M -$15.2K -229 -1%
SGAM
1247
Steinberg Global Asset Management
Florida
$1.53M -$57.2K -858 -4%
SSWM
1248
Sheets Smith Wealth Management
North Carolina
$1.53M -$16.7K -250 -1%
WRM
1249
Westport Resources Management
Connecticut
$1.5M -$3.52M -52,814 -70%
BCM
1250
Birmingham Capital Management
Alabama
$1.5M – – –
48 49
50
51 52