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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 %
Twin Tree Management
1326
Twin Tree Management
Texas
$1.24M -$1.81M -27,225 -59%
SEC
1327
Seven Eight Capital
New York
$1.22M +$213K +3,200 +21%
FIM
1328
Freedom Investment Management
Connecticut
$1.22M +$120K +1,806 +11%
WAM
1329
Weatherly Asset Management
California
$1.22M -$213K -3,200 -15%
SCM
1330
Salem Capital Management
Massachusetts
$1.21M +$213K +3,200 +21%
MMPW
1331
Mitchell McLeod Pugh & Williams
Alabama
$1.21M +$1.8K +27 +0.1%
OFS
1332
Orrstown Financial Services
Pennsylvania
$1.2M -$51.1K -768 -4%
JDR
1333
Jay D. Rosenbaum
$1.2M – – –
DWM
1334
Destination Wealth Management
California
$1.19M +$867K +13,016 +269%
FUBT
1335
First United Bank & Trust
Maryland
$1.19M +$38.6K +580 +3%
AIM
1336
Anchor Investment Management
South Carolina
$1.18M -$16.6K -249 -1%
FPB
1337
First PREMIER Bank
South Dakota
$1.18M -$24K -360 -2%
IIA
1338
IPG Investment Advisors
California
$1.18M +$1.18M +17,717 New
HWP
1339
Hefty Wealth Partners
Indiana
$1.18M +$1.13M +17,020 +2,602%
CCM
1340
Condor Capital Management
New Jersey
$1.17M -$66.3K -995 -5%
PAMG
1341
Patton Albertson Miller Group
Tennessee
$1.17M -$185K -2,776 -14%
BP
1342
Ballentine Partners
Massachusetts
$1.16M -$61.9K -930 -5%
MBT
1343
Monroe Bank & Trust
Michigan
$1.16M -$106K -1,525 -8%
MGIA
1344
Moneta Group Investment Advisors
Missouri
$1.15M -$1.53M -22,940 -57%
NA
1345
Navellier & Associates
Nevada
$1.14M -$22.9K -344 -2%
SBSB
1346
Sullivan, Bruyette, Speros & Blaney
Virginia
$1.13M -$799 -12 -0.1%
MCC
1347
Malaga Cove Capital
California
$1.13M – – –
SAMNY
1348
Samsung Asset Management (New York)
New York
$1.13M -$252K -3,780 -18%
WIP
1349
Wellesley Investment Partners
Massachusetts
$1.12M +$67.2K +1,009 +6%
CCM
1350
CrestPoint Capital Management
Missouri
$1.12M -$206K -3,100 -16%
52 53
54
55 56