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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 %
EC
1626
Eachwin Capital
New York
$473K +$473K +7,106 New
LNB
1627
Ledyard National Bank
$472K – – –
AWA
1628
ARS Wealth Advisors
Florida
$471K +$96K +1,443 +26%
FFA
1629
First Foundation Advisors
California
$470K +$33.6K +504 +8%
RMCM
1630
Reynders McVeigh Capital Management
Massachusetts
$469K +$59.6K +896 +15%
WCM
1631
Weik Capital Management
Pennsylvania
$460K -$9.33K -140 -2%
GSBTD
1632
Glenview State Bank Trust Department
Illinois
$458K +$16.5K +247 +4%
SIM
1633
Sonora Investment Management
Arizona
$454K +$82K +1,232 +22%
FNBSF
1634
First National Bank Sioux Falls
South Dakota
$453K +$18.6K +280 +4%
CAI
1635
Capital Advisors Inc
Oklahoma
$450K -$38.5K -578 -8%
GC
1636
Gratry & Company
Ohio
$445K – – –
HCC
1637
Hirtle Callaghan & Co
Pennsylvania
$444K +$66.6K +1,000 +18%
BA
1638
BKS Advisors
Michigan
$442K +$18.9K +283 +4%
FPCP
1639
Fort Point Capital Partners
California
$441K -$1.26M -18,853 -74%
SIC
1640
SFE Investment Counsel
California
$437K – – –
HR
1641
Howe & Rusling
New York
$435K +$95.3K +1,433 +28%
HH
1642
Hilltop Holdings
Texas
$433K -$1.4K -21 -0.3%
EP
1643
Elkhorn Partners
Nebraska
$433K – – –
CA
1644
Cornerstone Advisory
Maryland
$427K -$52.1K -783 -11%
NCM
1645
Northside Capital Management
Oregon
$426K – – –
AIA
1646
Allegis Investment Advisors
Idaho
$422K -$1.13K -17 -0.3%
MJRIC
1647
Mogy Joel R Investment Counsel
California
$422K – – –
BFA
1648
Beaumont Financial Advisors
Massachusetts
$419K -$6.33K -95 -1%
DT
1649
Diversified Trust
Tennessee
$415K -$3.28M -49,251 -89%
RP
1650
Reinhart Partners
Wisconsin
$415K +$415K +6,235 New
64 65
66
67 68