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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 %
AF
1551
Aldebaran Financial
$599K +$266 +4 +0%
CC
1552
Cannell & Co
New York
$598K -$123K -1,850 -17%
CCG
1553
Chatham Capital Group
Georgia
$598K +$13.3K +200 +2%
AAM
1554
American Asset Management
Florida
$591K +$591K +8,874 New
Kayne Anderson Rudnick Investment Management
1555
Kayne Anderson Rudnick Investment Management
California
$590K +$18.6K +280 +3%
TAM
1556
Trillium Asset Management
Massachusetts
$584K -$180K -2,699 -24%
NVIM
1557
New Vernon Investment Management
Illinois
$582K -$388K -5,824 -40%
ACM
1558
Armbruster Capital Management
New York
$581K -$6.66K -100 -1%
MWM
1559
Mission Wealth Management
California
$579K -$20.2K -304 -3%
VNIM
1560
Vaughan Nelson Investment Management
Texas
$579K +$579K +8,695 New
GBT
1561
Grove Bank & Trust
Florida
$574K – – –
HCM
1562
Highlander Capital Management
New Jersey
$571K – – –
KSA
1563
Ken Stern & Associates
California
$568K +$67 +1 +0%
CF
1564
CenterStar Fund
Illinois
$567K -$1.68M – –
PC
1565
Palo Capital
California
$565K -$614K -9,226 -52%
AFP
1566
Ausdal Financial Partners
Iowa
$564K +$9.73K +146 +2%
SHCM
1567
Stokes & Hubbell Capital Management
Louisiana
$560K +$2.2K +33 +0.4%
LA
1568
Lau Associates
Delaware
$559K -$34.1K -513 -6%
RTS
1569
Round Table Services
New Jersey
$555K -$9.92K -149 -2%
Wolverine Trading
1570
Wolverine Trading
Illinois
$554K -$867K -13,201 -61%
SRSA
1571
S.R. Schill & Associates
Washington
$553K +$338K +5,084 +158%
TDC
1572
Thompson Davis & Co
Virginia
$550K -$47K -706 -8%
SWA
1573
SFMG Wealth Advisors
Texas
$548K +$20.2K +304 +4%
TRIM
1574
Thompson Rubinstein Investment Management
Oregon
$547K – – –
HJA
1575
Hugh Johnson Advisors
New York
$546K +$3.99K +60 +0.7%
61 62
63
64 65