JPM icon

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 %
TCIM
1376
TIAA CREF Investment Management
New York
$1.06M -$84.6K -1,271,155 -7%
BDF
1377
Balasa Dinverno & Foltz
$1.06M +$4.39K +66 +0.4%
GC
1378
Garde Capital
Washington
$1.06M +$1.06M +17,324 New
SBWM
1379
Sunflower Bank Wealth Management
Arizona
$1.05M – – –
FSA
1380
Franklin Street Advisors
North Carolina
$1.05M +$118K +1,775 +13%
SCG
1381
Sonata Capital Group
Washington
$1.04M -$33.3K -500 -3%
QCG
1382
Quadrant Capital Group
Ohio
$1.04M +$17.1K +260 +2%
PIM
1383
Profit Investment Management
Maryland
$1.03M -$502K -7,534 -33%
DR
1384
Davis Rea
Ontario, Canada
$1.03M – – –
GIP
1385
Granite Investment Partners
California
$1.03M +$53K +795 +5%
ACI
1386
Alpha Cubed Investments
California
$1.03M +$272K +4,087 +36%
GP
1387
GLG Partners
United Kingdom
$1.03M +$1.02M +15,282 +7,797%
ACS
1388
Archford Capital Strategies
Illinois
$1.03M +$74.6K +1,121 +8%
AIM
1389
Acropolis Investment Management
Missouri
$1.03M +$1.27K +19 +0.1%
KS
1390
Karpas Strategies
Connecticut
$1.02M +$1.33K +20 +0.1%
TTWM
1391
TCV Trust & Wealth Management
Virginia
$1.01M – – –
NFC
1392
Northeast Financial Consultants
Connecticut
$1.01M -$48.5K -728 -5%
SCA
1393
Sippican Capital Advisors
Massachusetts
$1.01M -$3.33K -50 -0.3%
TCM
1394
Traynor Capital Management
Pennsylvania
$1.01M -$59.6K -872 -6%
DAM
1395
Delta Asset Management
Tennessee
$1.01M -$7.66K -115 -0.8%
AIM
1396
Aspen Investment Management
Michigan
$1M -$4.99K -75 -0.5%
JFA
1397
JNBA Financial Advisors
Minnesota
$1M +$244K +3,664 +32%
S
1398
SignatureFD
Georgia
$1M +$343K +5,148 +52%
EHC
1399
Everett Harris & Co
California
$1M -$6.66K -100 -0.7%
LDB
1400
Lee, Danner & Bass
Tennessee
$1M +$33.3K +500 +3%
54 55
56
57 58