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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 %
PAS
1276
Partnervest Advisory Services
California
$1.43M +$69.9K +1,049 +5%
BMC
1277
Benin Management Corp
Connecticut
$1.43M +$56.1K +843 +4%
KWMG
1278
King Wealth Management Group
Florida
$1.42M +$281K +4,215 +25%
CWM
1279
Confluence Wealth Management
Oregon
$1.42M -$78.6K -1,180 -5%
TA
1280
Tiedemann Advisors
New York
$1.42M +$1.42M +20,580 New
BSW
1281
Buckingham Strategic Wealth
Missouri
$1.41M +$74.1K +1,113 +6%
KM
1282
Kalos Management
Georgia
$1.41M +$155K +2,335 +12%
MI
1283
Montage Investments
Kansas
$1.4M -$55.9K -839 -4%
AWM
1284
Avior Wealth Management
Nebraska
$1.4M +$127K +1,905 +10%
WA
1285
WFG Advisors
Texas
$1.39M +$269K +4,036 +24%
EDRS
1286
Edmond de Rothschild (Suisse)
Switzerland
$1.39M -$132K -1,980 -9%
AB
1287
Atlas Brown
Kentucky
$1.38M +$33.7K +506 +3%
WA
1288
WESPAC Advisors
California
$1.37M -$114K -1,718 -8%
NI
1289
Numeric Investors
Massachusetts
$1.37M -$2.48M -37,300 -65%
Cetera Investment Advisers
1290
Cetera Investment Advisers
Illinois
$1.37M -$322K -4,853 -19%
IAS
1291
IMA Advisory Services
Colorado
$1.36M +$18.6K +280 +1%
EFSCE
1292
Enterprise Financial Services Corp (EFSC)
Missouri
$1.36M +$20.6K +309 +2%
DCMM
1293
DG Capital Management (Massachusetts)
Massachusetts
$1.36M +$169K +2,545 +14%
WP
1294
WealthSource Partners
California
$1.36M +$493K +7,402 +57%
ANB
1295
Amarillo National Bank
Texas
$1.36M +$33.3K +500 +3%
PIA
1296
Peachtree Investment Advisors
Georgia
$1.35M +$6.66K +100 +0.5%
WSTAM
1297
Wilbanks Smith & Thomas Asset Management
Virginia
$1.35M +$106K +1,585 +8%
HCM
1298
Hollencrest Capital Management
California
$1.35M -$191K -2,869 -12%
FCCM
1299
First City Capital Management
Georgia
$1.34M – – –
NME
1300
Notis-McConarty Edward
$1.34M +$5.33K +80 +0.4%
50 51
52
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