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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 %
PHAM
1701
Palisades Hudson Asset Management
Florida
$343K – – –
AWA
1702
Arete Wealth Advisors
Illinois
$343K – – –
HPWM
1703
Highland Private Wealth Management
Washington
$343K +$10.6K +159 +3%
CCA
1704
Clearwater Capital Advisors
Illinois
$342K +$46K +692 +16%
PAS
1705
Park Avenue Securities
New York
$341K +$48.3K +725 +16%
SSIA
1706
Spero-Smith Investment Advisers
Ohio
$341K +$341K +5,117 New
WDA
1707
Wendell David Associates
New Hampshire
$339K -$14K -210 -4%
PCM
1708
Pointe Capital Management
Michigan
$338K – – –
CP
1709
Camelot Portfolios
Ohio
$336K +$58.9K +885 +21%
I2I
1710
Insight 2811 Inc
Illinois
$335K -$53.4K -802 -14%
BHA
1711
Beech Hill Advisors
New York
$334K – – –
SIG
1712
Schooner Investment Group
Pennsylvania
$333K -$333K -5,000 -50%
PCMC
1713
Paragon Capital Management (Colorado)
Colorado
$331K – – –
EAM
1714
Evanson Asset Management
California
$330K -$466 -7 -0.1%
BFM
1715
Boothbay Fund Management
New York
$329K +$329K +4,944 New
IC
1716
Intersect Capital
California
$322K -$164K -2,455 -34%
QCMC
1717
Quantum Capital Management (California)
California
$322K -$5K -75 -2%
LRIC
1718
Long Road Investment Counsel
Michigan
$322K – – –
FIG
1719
FundX Investment Group
California
$321K +$321K +4,817 New
EBSAM
1720
Eubel Brady & Suttman Asset Management
Ohio
$320K -$6.59K -99 -2%
C
1721
CFO4Life
Texas
$319K +$85K +1,279 +36%
BOS
1722
Bingham Osborn & Scarborough
California
$317K -$36K -541 -10%
ACA
1723
Anchor Capital Advisors
Massachusetts
$317K -$9.98K -150 -3%
LI
1724
LVZ Inc
Michigan
$313K +$5.33K +80 +2%
BFG
1725
Beacon Financial Group
Texas
$307K +$72.3K +1,101 +31%
67 68
69
70 71