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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 %
FNBTCON
1476
First National Bank & Trust Co of Newtown
Pennsylvania
$768K -$12K -180 -2%
AIM
1477
AMI Investment Management
Indiana
$768K +$13.3K +200 +2%
KF
1478
Krilogy Financial
Missouri
$767K -$49.6K -745 -6%
MFW
1479
Mosaic Family Wealth
Missouri
$764K +$174K +2,615 +30%
CWM
1480
Cornerstone Wealth Management
Missouri
$758K +$758K +11,384 New
BO
1481
Bank OZK
Arkansas
$752K -$8.66K -130 -1%
GWM
1482
Greenwich Wealth Management
Connecticut
$746K -$125K -1,885 -14%
RIG
1483
Roosevelt Investment Group
New York
$746K -$93.6K -1,406 -11%
HB
1484
Homrich & Berg
Georgia
$743K +$143K +2,153 +24%
PRCM
1485
Pine River Capital Management
Minnesota
$739K -$293K -4,400 -28%
EWM
1486
Evermay Wealth Management
Virginia
$739K +$1.46K +22 +0.2%
GCMG
1487
Gyroscope Capital Management Group
Florida
$737K +$13.3K +200 +2%
RIA
1488
Regal Investment Advisors
Michigan
$736K +$4.73K +71 +0.6%
TPWA
1489
TRUE Private Wealth Advisors
Oregon
$734K -$139K -2,052 -16%
SWM
1490
Segment Wealth Management
Texas
$734K – – –
QSS
1491
Quantitative Systematic Strategies
Florida
$734K +$734K +11,156 New
FAM
1492
Fortaleza Asset Management
Illinois
$733K -$1.32M -19,830 -64%
AAS
1493
Annex Advisory Services
Wisconsin
$732K +$31.7K +476 +5%
CAW
1494
Cornerstone Advisors (Washington)
Washington
$732K +$306K +4,595 +72%
BCP
1495
Berkeley Capital Partners
Georgia
$729K -$20.1K -302 -3%
CAM
1496
ClariVest Asset Management
California
$728K – – –
RP
1497
Riverbridge Partners
Minnesota
$720K – – –
IAA
1498
Ironsides Asset Advisors
North Carolina
$720K +$280K +4,201 +64%
WIM
1499
Waverton Investment Management
United Kingdom
$719K – – –
BCM
1500
Billings Capital Management
Virginia
$711K -$334K -5,012 -32%
58 59
60
61 62