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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 %
WIA
1676
Westbourne Investment Advisors
Maryland
$382K +$16.7K +250 +5%
HK
1677
Horizon Kinetics
New York
$381K +$13.8K +208 +4%
PG
1678
Proffitt & Goodson
Tennessee
$381K +$57.3K +860 +18%
FMA
1679
FNY Managed Accounts
New York
$375K +$125K +1,875 +50%
BRA
1680
Bender Robert & Associates
California
$374K +$44.5K +668 +13%
Arrowstreet Capital
1681
Arrowstreet Capital
Massachusetts
$373K -$1.82M -27,300 -83%
AWM
1682
Affinity Wealth Management
Delaware
$364K – – –
WMC
1683
Westwood Management Corporation
Illinois
$364K – – –
PAG
1684
Pinnacle Advisory Group
Maryland
$361K +$10.2K +150 +3%
OAM
1685
Oberweis Asset Management
Illinois
$359K -$28.3K -425 -7%
CHP
1686
Cable Hill Partners
Oregon
$359K +$16.8K +248 +5%
BCM
1687
Brookstone Capital Management
Illinois
$357K +$4.6K +69 +1%
FPFS
1688
First Personal Financial Services
North Carolina
$357K +$47.9K +719 +16%
CAG
1689
Crestwood Advisors Group
Massachusetts
$356K +$67.4K +1,014 +23%
CGL
1690
Clarius Group LLC
Washington
$353K -$53K -796 -13%
NFG
1691
Nadler Financial Group
Illinois
$353K +$10.5K +158 +3%
NYLT
1692
New York Life Trust
New York
$350K -$12.6K -189 -3%
CCMD
1693
Cypress Capital Management (Delaware)
Delaware
$349K +$128K +1,913 +58%
RCA
1694
Rex Capital Advisors
Rhode Island
$348K +$50.8K +764 +17%
CIP
1695
Capital Insight Partners
Arizona
$347K -$177K -2,663 -34%
PAA
1696
Peregrine Asset Advisers
Oregon
$347K -$13.3K -200 -4%
CI
1697
Cambiar Investors
Colorado
$346K -$76K -1,142 -18%
REMPR
1698
Roof Eidam Maycock Peralta (REMP)
California
$345K -$31.7K -475 -8%
TC
1699
TradeLink Capital
Illinois
$345K +$345K +5,184 New
DDC
1700
DF Dent & Co
Maryland
$344K – – –
66 67
68
69 70