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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 %
IIC
1601
Ironwood Investment Counsel
Arizona
$504K +$261K +3,916 +107%
HHGA
1602
Halbert Hargrove Global Advisors
California
$497K -$122K -1,830 -20%
PCM
1603
Perritt Capital Management
Illinois
$497K -$13.7K -205 -3%
SMC
1604
Smith, Moore & Co
Missouri
$497K +$20K +300 +4%
HA
1605
Hamel Associates
New Jersey
$494K – – –
PHK
1606
Point72 Hong Kong
Hong Kong
$493K +$107K +1,600 +28%
BCM
1607
Bluefin Capital Management
New York
$492K -$3.12M -93,638 -86%
MFW
1608
Meristem Family Wealth
Minnesota
$492K -$15.6K -234 -3%
SC
1609
Searle & Co
Connecticut
$491K +$491K +7,369 New
KIC
1610
Keating Investment Counselors
Florida
$488K – – –
KCPG
1611
Kavar Capital Partners Group
Kansas
$488K +$266 +4 +0.1%
BIAS
1612
Beacon Investment Advisory Services
New Jersey
$487K +$14.6K +220 +3%
Edgewood Management
1613
Edgewood Management
Connecticut
$485K -$8K -120 -2%
CA
1614
Cambridge Advisors
Nebraska
$484K +$3K +45 +0.6%
ECM
1615
Evergreen Capital Management
Washington
$482K – – –
SLG
1616
Stanley-Laman Group
Pennsylvania
$480K -$584K -8,775 -55%
CCB
1617
Cutter & Co Brokerage
Missouri
$480K -$6.65K -100 -1%
CAM
1618
Concorde Asset Management
Michigan
$480K +$9.78K +147 +2%
AF
1619
Affiance Financial
Minnesota
$480K +$18.1K +272 +4%
VNA
1620
VNBTrust National Association
Virginia
$478K -$3.66K -55 -0.8%
AW
1621
Alpha Windward
Massachusetts
$477K +$1.4K +21 +0.3%
CBT
1622
Central Bank & Trust
Kentucky
$476K +$13.6K +205 +3%
PFM
1623
Premier Fund Managers
United Kingdom
$475K -$3.12M -47,560 -87%
Members Trust
1624
Members Trust
Florida
$475K +$20K +301 +4%
WG
1625
Welch Group
Alabama
$473K +$145K +2,169 +44%
63 64
65
66 67