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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 %
B
1401
BancorpSouth
Mississippi
$1M -$29.3K -440 -3%
SOAMC
1402
Spirit of America Management Corp
New York
$997K – – –
CIA
1403
Capital Impact Advisors
Massachusetts
$994K – – –
SJIM
1404
St. Johns Investment Management
Florida
$989K +$25.4K +382 +3%
HCM
1405
Howland Capital Management
Massachusetts
$985K +$67.1K +1,008 +7%
CT
1406
Coastline Trust
Rhode Island
$983K +$376K +5,640 +62%
AEPG
1407
American Economic Planning Group
New Jersey
$978K +$799 +12 +0.1%
MBT
1408
Montecito Bank & Trust
California
$972K +$94K +1,412 +11%
NIMI
1409
Natixis Investment Managers International
France
$969K +$230K +3,455 +31%
HFA
1410
High Falls Advisors
New York
$951K +$413K +6,201 +77%
PFM
1411
Phillips Financial Management
Indiana
$950K -$5.87K -87 -0.6%
SCM
1412
Southport Capital Management
Tennessee
$943K -$83.9K -1,260 -8%
IR
1413
IAT Reinsurance
New York
$943K +$566K +8,500 +150%
CCT
1414
Country Club Trust
Missouri
$942K +$63.7K +957 +7%
ACN
1415
Advisor Consultant Network
Ohio
$942K +$942K +14,145 New
WPC
1416
White Pine Capital
Minnesota
$936K -$3.33K -50 -0.4%
BEC
1417
Blue Edge Capital
Virginia
$935K – – –
FM
1418
Forward Management
California
$934K -$159K -2,386 -15%
GHAM
1419
Gilman Hill Asset Management
Connecticut
$928K +$33.3K +500 +4%
SI
1420
Sprott Inc
Ontario, Canada
$926K -$326K -4,900 -26%
MFIMFI
1421
Mesirow Financial Investment Management - Fixed Income
Illinois
$925K -$455K -6,827 -33%
SIM
1422
SSI Investment Management
California
$925K -$444K -6,672 -32%
PFS
1423
Prospera Financial Services
Texas
$924K +$85.2K +1,279 +10%
GLI
1424
Guardian Life Insurance
New York
$911K -$5.93K -89 -0.6%
AA
1425
Alesco Advisors
New York
$911K – – –
55 56
57
58 59