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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
$10.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$15.6B
4
CS
Credit Suisse
Switzerland
$788M
5
Capital Research Global Investors
Capital Research Global Investors
California
$927M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.65B
2
GE
General Electric
Ohio
$0
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B
4
Deutsche Bank
Deutsche Bank
Germany
$1.08B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMW
1651
Cypress Capital Management (Wyoming)
Wyoming
$415K +$12.3K +184 +3%
RB
1652
Rodgers Brothers
Pennsylvania
$413K -$230K -3,451 -36%
MIC
1653
Meridian Investment Counsel
California
$407K – – –
AIM
1654
Allen Investment Management
New York
$406K -$616K -9,257 -60%
KFA
1655
Kelleher Financial Advisors
New York
$406K – – –
MCA
1656
Morris Capital Advisors
Pennsylvania
$405K -$665 -10 -0.2%
RHDIC
1657
R.H. Dinel Investment Counsel
California
$404K – – –
AP
1658
Atwood & Palmer
Missouri
$404K +$3.6K +54 +0.9%
GC
1659
Grace Capital
Massachusetts
$400K +$400K +6,000 New
SAM
1660
SignalPoint Asset Management
Missouri
$398K +$25.4K +382 +7%
CRCP
1661
Copper Rock Capital Partners
Massachusetts
$397K +$85.1K +1,296 +27%
WA
1662
Waverly Advisors
Alabama
$397K +$99.4K +1,493 +33%
AAM
1663
Augustine Asset Management
Florida
$396K – – –
VC
1664
Vicus Capital
Pennsylvania
$396K +$125K +1,883 +46%
OWP
1665
Obermeyer Wealth Partners
Colorado
$392K – – –
BAM
1666
Bruderman Asset Management
New York
$392K +$37.2K +558 +10%
UAS
1667
United Asset Strategies
New York
$392K +$85.1K +1,345 +28%
BA
1668
Broadview Advisors
Wisconsin
$390K – – –
PIM
1669
Provident Investment Management
Michigan
$390K – – –
RVPG
1670
Relative Value Partners Group
$387K +$54.4K +818 +16%
NCMG
1671
NCM Capital Management Group
North Carolina
$386K – – –
MWP
1672
Moller Wealth Partners
$386K – – –
FDS
1673
First Dallas Securities
Texas
$386K +$386K +5,797 New
DW
1674
Domani Wealth
Pennsylvania
$384K -$5.59K -84 -1%
MC
1675
Marcus Capital
Illinois
$383K – – –
65 66
67
68 69