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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 %
SC
1251
Savant Capital
Illinois
$1.5M +$3.4K +51 +0.2%
SSP
1252
Sapphire Star Partners
Washington
$1.5M -$35K -525 -2%
NDSI
1253
Newman Dignan & Sheerar Inc
Rhode Island
$1.5M -$14.7K -221 -1%
CHC
1254
City Holding Co
West Virginia
$1.5M +$466 +7 +0%
BOS
1255
Bank of Stockton
California
$1.49M -$32.3K -485 -2%
KA
1256
Klingman & Associates
New York
$1.49M +$20K +300 +1%
FCFC
1257
First Commonwealth Financial Corp
Pennsylvania
$1.49M -$141K -2,118 -9%
SCP
1258
Sandhill Capital Partners
New York
$1.49M +$72K +1,081 +5%
AFWA
1259
Ancora Family Wealth Advisors
Ohio
$1.48M +$434K +6,516 +41%
RSS
1260
Rosenblum Silverman Sutton
California
$1.48M +$8.32K +125 +0.6%
OCG
1261
Opus Capital Group
Ohio
$1.48M -$30.6K -460 -2%
IIC
1262
Integrated Investment Consultants
Michigan
$1.48M -$40.7K -600 -3%
HFBOT
1263
Home Federal Bank of Tennessee
Tennessee
$1.47M +$8.92K +134 +0.6%
TCM
1264
Telos Capital Management
California
$1.45M +$69.3K +1,040 +5%
LFA
1265
Landmark Financial Advisors
Kentucky
$1.45M -$127K -1,900 -8%
HI
1266
Hudock Inc
Pennsylvania
$1.45M +$763K +11,466 +111%
STB
1267
S&T Bank
Pennsylvania
$1.45M -$6.66K -100 -0.5%
BCM
1268
Brown Capital Management
Maryland
$1.44M – – –
FBB
1269
Fulton Breakefield Broenniman
Maryland
$1.44M -$5.8K -87 -0.4%
ARTA
1270
A.R.T. Advisors
New York
$1.44M -$2.11M -31,624 -59%
HDIM
1271
Hanson & Doremus Investment Management
Vermont
$1.44M +$14.8K +222 +1%
BIM
1272
Baldwin Investment Management
Pennsylvania
$1.44M -$79.9K -1,200 -5%
BI
1273
Boulegeris Investments
Georgia
$1.44M -$487K -7,305 -25%
SIG
1274
Schaller Investment Group
North Carolina
$1.43M – – –
WC
1275
Wexford Capital
Florida
$1.43M +$1M +15,052 +234%
49 50
51
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