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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 %
BFEC
1426
Benjamin F. Edwards & Company
Missouri
$908K +$406K +6,092 +81%
MCM
1427
Maple Capital Management
Vermont
$907K +$162K +2,425 +22%
SAMC
1428
Shinko Asset Management Company
Japan
$906K -$39.3K -590 -4%
MCM
1429
Manchester Capital Management
Vermont
$905K -$212K -3,189 -19%
GIM
1430
Guardian Investment Management
California
$904K – – –
WP
1431
WMS Partners
Maryland
$900K +$194K +2,910 +27%
IIM
1432
Intact Investment Management
Quebec, Canada
$899K – – –
BAM
1433
Brave Asset Management
New Jersey
$899K +$296K +4,443 +49%
ZCI
1434
Zevenbergen Capital Investments
Washington
$898K +$161K +2,415 +22%
GIM
1435
Greylin Investment Management
Virginia
$895K -$26.6K -400 -3%
JFA
1436
Johanson Financial Advisors
California
$891K +$58.8K +880 +7%
MLIC
1437
Mandatum Life Insurance Company
Finland
$888K +$104K +1,562 +13%
TWI
1438
Thomas White International
Illinois
$883K -$466 -7 -0.1%
DAS
1439
Dynamic Advisor Solutions
Arizona
$879K +$560K +8,417 +176%
TG
1440
TLP Group
Illinois
$878K +$292K +4,388 +50%
TCM
1441
Tributary Capital Management
Nebraska
$875K – – –
AIU
1442
Algebris Investments (UK)
United Kingdom
$869K -$3.66M -55,000 -81%
SMH
1443
Sanders Morris Harris
Texas
$868K -$360K -5,398 -29%
WFMPM
1444
Woodley Farra Manion Portfolio Management
Indiana
$866K +$112K +1,688 +15%
AI
1445
Accredited Investors
Minnesota
$848K -$15.9K -239 -2%
Lido Advisors
1446
Lido Advisors
California
$847K +$194K +2,914 +30%
SLT
1447
St Louis Trust
Missouri
$842K – – –
CASB
1448
Cape Ann Savings Bank
Massachusetts
$839K -$24.6K -370 -3%
RC
1449
Reik & Co
New York
$839K – – –
PFBT
1450
Parkside Financial Bank & Trust
Missouri
$838K +$25.6K +384 +3%
56 57
58
59 60