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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 %
ZCA
1526
Zeke Capital Advisors
Pennsylvania
$649K +$649K +9,423 New
HBWM
1527
Hollow Brook Wealth Management
New York
$649K +$649K +9,751 New
PWAP
1528
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$647K +$5.66K +85 +0.9%
TAM
1529
Taylor Asset Management
Ontario, Canada
$646K – – –
KIA
1530
Kopp Investment Advisors
Minnesota
$644K +$644K +9,673 New
AWM
1531
AllSquare Wealth Management
New York
$641K +$9.98K +150 +2%
CPO
1532
Cerity Partners OCIO
New York
$639K +$14.6K +219 +2%
MA
1533
MCF Advisors
Kentucky
$636K -$2.8K -42 -0.4%
GC
1534
Grimes & Company
Massachusetts
$634K -$30.1K -452 -5%
CHJWM
1535
Carlton Hofferkamp & Jenks Wealth Management
Texas
$633K -$21.1K -317 -3%
BA
1536
Bristlecone Advisors
Washington
$632K -$999 -15 -0.2%
PAM
1537
Palisade Asset Management
Minnesota
$630K -$6.65K -100 -1%
RP
1538
Rowlandmiller & Partners
Georgia
$621K -$32.3K -485 -5%
PA
1539
Probity Advisors
Texas
$618K -$8.2K -123 -1%
SRP
1540
Saddle Road Partners
Nebraska
$615K -$113K -1,700 -16%
SWA
1541
Sutton Wealth Advisors
Florida
$614K +$11.2K +168 +2%
ECAM
1542
East Coast Asset Management
Massachusetts
$614K +$100K +1,503 +19%
WC
1543
Whitnell & Co
Illinois
$611K +$200 +3 +0%
WA
1544
Wheatland Advisors
Pennsylvania
$610K – – –
EDRE
1545
Edmond de Rothschild (Europe)
Luxembourg
$607K +$48K +720 +9%
RIM
1546
Rampart Investment Management
Connecticut
$605K +$605K +9,081 New
GWCM
1547
Godshalk Welsh Capital Management
Pennsylvania
$604K +$16.7K +250 +3%
JWA
1548
JFS Wealth Advisors
Pennsylvania
$601K -$529K -7,951 -47%
HIC
1549
Holderness Investments Company
North Carolina
$600K – – –
BRM
1550
Boston Research & Management
Massachusetts
$600K +$98.5K +1,480 +20%
60 61
62
63 64