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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 %
IT
1726
Independence Trust
Tennessee
$306K – – –
WA1
1727
Wimmer Associates 1
California
$305K -$36.3K -545 -11%
RWA
1728
RGT Wealth Advisors
Texas
$305K +$305K +4,575 New
B
1729
Bellecapital
Switzerland
$304K – – –
MCM
1730
MV Capital Management
Maryland
$301K -$29.7K -445 -9%
SFI
1731
SPC Financial Inc
Maryland
$300K +$9.59K +144 +3%
PRHC
1732
P.R. Herzig & Co
New York
$298K – – –
HIS
1733
Horizon Investment Services
Indiana
$298K +$33.3K +500 +13%
BWM
1734
Baystate Wealth Management
Massachusetts
$298K +$41.9K +629 +16%
RSVP
1735
Ramsay Stattman Vela & Price
Colorado
$297K – – –
VOYA Investment Management
1736
VOYA Investment Management
Georgia
$297K +$7.61K +114,330 +3%
HWA
1737
Heritage Wealth Advisors
Virginia
$293K +$200 +3 +0.1%
MA
1738
Marshwinds Advisory
Georgia
$292K +$733 +11 +0.3%
CCM
1739
Carlson Capital Management
Minnesota
$291K – – –
IWC
1740
Integrated Wealth Counsel
California
$290K +$24K +361 +9%
CCA
1741
Conestoga Capital Advisors
Pennsylvania
$289K – – –
AWE
1742
Avidian Wealth Enterprises
Texas
$289K +$289K +4,338 New
HAIM
1743
Hunter Associates Investment Management
Pennsylvania
$288K +$9K +135 +3%
SIM
1744
Sadoff Investment Management
Wisconsin
$287K -$24.2K -364 -8%
ORI
1745
Oak Ridge Investments
Illinois
$282K +$333 +5 +0.1%
FAM
1746
Formidable Asset Management
Ohio
$282K +$12.1K +182 +4%
VWM
1747
Vector Wealth Management
Minnesota
$280K -$9.83K -148 -3%
WCF
1748
West Coast Financial
California
$280K +$16.2K +243 +6%
CCM
1749
Cribstone Capital Management
Maine
$277K -$17.4K -257 -6%
RWM
1750
Rench Wealth Management
Texas
$277K +$665 +10 +0.2%
68 69
70
71 72