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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 %
ACP
1301
Ashfield Capital Partners
California
$1.33M -$7.12K -107 -0.5%
6CM
1302
683 Capital Management
New York
$1.33M +$1.33M +20,000 New
CIM
1303
Cetera Investment Management
California
$1.33M -$139K -2,082 -9%
WWM
1304
Willingdon Wealth Management
North Carolina
$1.32M -$244K -3,662 -16%
WA
1305
WealthTrust-Arizona
Arizona
$1.31M -$44.9K -674 -3%
Verition Fund Management
1306
Verition Fund Management
Connecticut
$1.31M +$1.31M +19,622 New
AI
1307
Axiom Investors
Connecticut
$1.29M -$533K -8,010 -29%
MFBTD
1308
MB Financial Bank - Trust Department
Illinois
$1.29M -$300K -4,500 -19%
BIM
1309
Beach Investment Management
Pennsylvania
$1.29M – – –
CPIG
1310
Chicago Partners Investment Group
Illinois
$1.28M -$124K -1,858 -9%
MWP
1311
MYCIO Wealth Partners
Pennsylvania
$1.28M -$63.5K -953 -5%
CCM
1312
Chilton Capital Management
Texas
$1.28M +$33.3K +500 +3%
NSAM
1313
North Star Asset Management
Wisconsin
$1.28M -$9.99K -150 -0.8%
NAMA
1314
Nikko Asset Management Americas
New York
$1.28M -$173K -2,600 -12%
AAM
1315
Autus Asset Management
Arizona
$1.27M -$75.7K -1,137 -6%
KCM
1316
Kornitzer Capital Management
Kansas
$1.27M -$1.39M -20,875 -52%
TNBTD
1317
Trustmark National Bank Trust Department
Mississippi
$1.27M +$7.99K +120 +0.6%
PH
1318
Pinnacle Holdings
Oklahoma
$1.27M -$25.1K -377 -2%
CCMIC
1319
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$1.27M +$1.27M +19,045 New
NCM
1320
Novare Capital Management
North Carolina
$1.26M -$73.3K -1,100 -5%
NAM
1321
NTV Asset Management
West Virginia
$1.25M +$333 +5 +0%
ASN
1322
Advisory Services Network
Georgia
$1.25M -$62K -931 -5%
KT
1323
Kanaly Trust
Texas
$1.25M -$164K -2,468 -12%
AC
1324
Amici Capital
New York
$1.24M -$776K -11,647 -38%
PFSC
1325
Peoples Financial Services Corp
Pennsylvania
$1.24M -$22.7K -341 -2%
51 52
53
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