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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 %
SS
1576
Sunbelt Securities
Texas
$545K +$6.73K +101 +1%
BPGAM
1577
BTG Pactual Global Asset Management
Bermuda
$543K +$543K +8,150 New
WA
1578
Wealth Architects
California
$541K -$39.3K -591 -7%
EWA
1579
Exencial Wealth Advisors
Oklahoma
$541K +$54.5K +787 +11%
BP
1580
BBR Partners
New York
$540K +$540K +8,114 New
LCM
1581
Liberty Capital Management
Michigan
$539K -$222K -3,331 -29%
EMG
1582
Ellington Management Group
Connecticut
$539K +$539K +8,100 New
FWM
1583
Focused Wealth Management
New York
$538K +$134K +2,016 +33%
IF
1584
IRON Financial
Illinois
$533K +$67 +1 +0%
CBA
1585
Coastal Bridge Advisors
Connecticut
$532K – – –
MCA
1586
Mercer Capital Advisers
New Jersey
$532K – – –
OLA
1587
Oliver Luxxe Assets
New Jersey
$527K +$17.3K +259 +3%
RA
1588
RFG Advisory
Alabama
$524K -$400 -6 -0.1%
DHFB
1589
Dixon Hubard Feinour & Brown
Virginia
$523K – – –
BWM
1590
BerganKDV Wealth Management
Minnesota
$519K -$23.1K -346 -4%
NA
1591
NewEdge Advisors
Louisiana
$519K +$519K +7,793 New
LFG
1592
LifePlan Financial Group
Ohio
$518K – – –
NHC
1593
Nicholas Hoffman & Company
Georgia
$517K +$178K +2,674 +53%
CWM
1594
Connecticut Wealth Management
Connecticut
$517K +$517K +7,764 New
LI
1595
Lafayette Investments
Maryland
$513K +$3.53K +53 +0.7%
LCM
1596
Logan Capital Management
Pennsylvania
$511K +$64.3K +966 +14%
LP
1597
LMR Partners
United Kingdom
$511K +$511K +7,673 New
AIM
1598
Arcadia Investment Management
Michigan
$506K – – –
PGA
1599
Portland Global Advisors
Maine
$504K – – –
WCM
1600
Windsor Capital Management
Arizona
$504K +$14.2K +214 +3%
62 63
64
65 66