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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 %
IH
1351
IFC Holdings
Florida
$1.11M +$283K +4,224 +34%
ST
1352
Spinnaker Trust
Maine
$1.11M +$33.3K +500 +3%
WIC
1353
Wilkins Investment Counsel
Massachusetts
$1.11M – – –
CAM
1354
Cacti Asset Management
Georgia
$1.11M – – –
BFC
1355
Blue Fin Capital
Rhode Island
$1.1M -$23.3K -350 -2%
BEAM
1356
Baker Ellis Asset Management
Washington
$1.1M +$39.9K +600 +4%
WPW
1357
Waldron Private Wealth
Pennsylvania
$1.1M -$412K -6,188 -27%
SC
1358
Saturna Capital
Washington
$1.1M -$4.06K -61 -0.4%
FC
1359
Forte Capital
New York
$1.1M -$1.33K -20 -0.1%
RMAM
1360
Raab & Moskowitz Asset Management
New Jersey
$1.08M +$55.9K +840 +5%
PAM
1361
Princeton Alpha Management
New Jersey
$1.08M -$2.16M -32,506 -67%
GAM
1362
Gotham Asset Management
New York
$1.07M +$540K +8,118 +101%
SFSG
1363
Stearns Financial Services Group
North Carolina
$1.07M +$39.8K +598 +4%
NL
1364
NWAM LLC
Washington
$1.07M +$203K +3,049 +23%
BC
1365
Banced Corp
Illinois
$1.07M +$237K +3,554 +28%
HCM
1366
HM Capital Management
Missouri
$1.07M -$666 -10 -0.1%
FPIS
1367
Financial Planning & Information Services
Wisconsin
$1.07M – – –
NAM
1368
Needelman Asset Management
California
$1.07M -$103K -1,550 -9%
GBBWRPM
1369
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.07M -$12.4K -187 -1%
AIM
1370
Advantage Investment Management
Iowa
$1.07M +$61.6K +925 +6%
OIM
1371
Orca Investment Management
Oregon
$1.07M – – –
DCM
1372
Dynamic Capital Management
Jersey
$1.07M +$1.07M +16,000 New
SFM
1373
Signature Financial Management
Virginia
$1.06M +$23.2K +349 +2%
Jacobs Levy Equity Management
1374
Jacobs Levy Equity Management
New Jersey
$1.06M +$42.6K +640 +4%
FMLI
1375
Fukoku Mutual Life Insurance
Japan
$1.06M +$20K +300 +2%
53 54
55
56 57