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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 %
FCM
1451
Frontier Capital Management
Massachusetts
$836K -$124K -1,866 -13%
LC
1452
Loews Corp
New York
$836K – – –
LWAC
1453
Laurel Wealth Advisors (California)
California
$834K -$25.4K -382 -3%
WA
1454
WBH Advisory
Maryland
$834K +$61.1K +919 +8%
PBO
1455
Peoples Bank (Ohio)
Ohio
$826K +$99.9K +1,500 +14%
GC
1456
Giverny Capital
Quebec, Canada
$824K – – –
BFPW
1457
BOK Financial Private Wealth
Colorado
$822K -$221K -3,323 -21%
TPW
1458
Tiller Private Wealth
Pennsylvania
$816K -$314K -4,707 -28%
RBC
1459
Ronald Blue & Co
Georgia
$815K -$35K -526 -4%
KPF
1460
K2 Principal Fund
Ontario, Canada
$810K -$599K -9,004 -43%
EM
1461
ELCO Management
New York
$808K +$808K +12,135 New
KA
1462
Kovack Advisors
Florida
$807K +$253K +3,799 +46%
MCM
1463
Mork Capital Management
California
$806K – – –
BHBT
1464
Burke & Herbert Bank & Trust
Virginia
$804K +$70.5K +1,059 +10%
HCM
1465
Hodges Capital Management
Texas
$803K +$303K +4,550 +61%
HAI
1466
Hennessy Advisors Inc
California
$799K -$1.86M -28,000 -70%
KTC
1467
Kistler-Tiffany Companies
Pennsylvania
$799K -$33.8K -507 -4%
WI
1468
Wintrust Investments
Illinois
$789K +$30K +450 +4%
BMM
1469
Buffington Mohr McNeal
Idaho
$787K -$13.3K -200 -2%
SAM
1470
Shamrock Asset Management
Texas
$780K -$12.6K -190 -2%
MCWS
1471
McKinley Carter Wealth Services
West Virginia
$780K -$5.86K -88 -0.7%
VWA
1472
V Wealth Advisors
Kansas
$772K -$53.4K -800 -6%
TMC
1473
Trellus Management Company
Florida
$772K – – –
GIA
1474
Granite Investment Advisors
New Hampshire
$772K – – –
SM
1475
Sciencast Management
New Jersey
$771K +$771K +11,584 New
57 58
59
60 61