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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 %
KLWA
1501
Kelly Lawrence W & Associates
California
$703K – – –
MIS
1502
Morningstar Investment Services
Illinois
$700K – – –
AGI
1503
Athena Global Investors
Virginia
$698K -$1.36M -20,458 -66%
RT
1504
Rockland Trust
Massachusetts
$698K -$9.39K -141 -1%
GAG
1505
GM Advisory Group
New York
$698K – – –
JCM
1506
Jacobi Capital Management
Pennsylvania
$694K +$14.7K +220 +2%
KAM
1507
Keeley Asset Management
Illinois
$693K -$2.66K -40 -0.4%
CK
1508
Cohen Klingenstein
New York
$693K – – –
LSA
1509
L & S Advisors
California
$691K -$112K -1,685 -14%
CFP
1510
Cornerstone Financial Partners
North Carolina
$690K +$189K +2,838 +38%
CWG
1511
C WorldWide Group
Denmark
$686K -$813K -12,200 -54%
FPCG
1512
Fort Pitt Capital Group
Pennsylvania
$684K +$24.1K +362 +4%
TRCT
1513
Tower Research Capital (TRC)
New York
$681K -$2.72M -40,947 -80%
GIM
1514
Groesbeck Investment Management
New Jersey
$681K -$789K -11,850 -54%
PMFA
1515
Plante Moran Financial Advisors
Michigan
$680K +$466 +7 +0.1%
QT
1516
Quantbot Technologies
New York
$669K +$669K +10,048 New
LC
1517
Lourd Capital
California
$668K -$41.8K -628 -6%
AWM
1518
Arbor Wealth Management
Florida
$667K -$8.23K -122 -1%
MM
1519
Midas Management
New York
$666K -$1.13M -17,000 -63%
NGA
1520
Naples Global Advisors
Florida
$663K -$10.3K -154 -2%
JIP
1521
Jaffetilchin Investment Partners
Florida
$661K -$5.19K -78 -0.8%
ACPU
1522
Arrowgrass Capital Partners (US)
Delaware
$658K -$516K -7,742 -44%
MTIM
1523
Marathon Trading Investment Management
Pennsylvania
$658K +$658K +9,877 New
CWA
1524
Cypress Wealth Advisors
California
$657K +$65.4K +983 +11%
MC
1525
Miles Capital
Iowa
$650K +$30.9K +463 +5%
59 60
61
62 63