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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 %
BWA
1751
Burt Wealth Advisors
Maryland
$276K +$67 +1 +0%
SWK
1752
Stephen W. Kidder
$275K -$53.2K -800 -16%
IIM
1753
Ironwood Investment Management
Massachusetts
$274K – – –
HIC
1754
Hartline Investment Corp
Illinois
$273K -$665 -10 -0.2%
NED
1755
Nancy E. Dempze
$273K – – –
SCA
1756
Salient Capital Advisors
Texas
$273K +$273K +4,093 New
DE
1757
Day & Ennis
Georgia
$272K +$19.7K +296 +8%
TCM
1758
Towercrest Capital Management
Pennsylvania
$271K – – –
PSC
1759
Prentiss Smith & Co
Vermont
$269K – – –
LCM
1760
LVM Capital Management
Michigan
$269K +$269K +4,675 New
HI
1761
Horizon Investments
North Carolina
$268K +$268K +4,022 New
ACM
1762
Alta Capital Management
Utah
$267K -$4.98K -75 -2%
SNBOSD
1763
Security National Bank of So Dak
Iowa
$267K – – –
EA
1764
Elm Advisors
California
$267K +$1.33K +20 +0.5%
ACM
1765
Alethea Capital Management
Washington
$266K -$33.3K -500 -11%
CL
1766
Croft-Leominster
Maryland
$266K -$6.52K -98 -2%
HPBT
1767
High Point Bank & Trust
North Carolina
$266K -$3.46K -52 -1%
HCM
1768
Harvey Capital Management
Florida
$266K – – –
GJCM
1769
Grand Jean Capital Management
California
$260K +$16.7K +250 +7%
AIM
1770
ARGA Investment Management
Connecticut
$260K +$260K +3,900 New
SSA
1771
Schonfeld Strategic Advisors
New York
$260K +$260K +3,900 New
KPCM
1772
Kings Point Capital Management
New York
$259K -$145K -2,178 -36%
FC
1773
Financial Consulate
Maryland
$259K -$6.66K -100 -3%
MIC
1774
MU Investments Company
Japan
$257K -$277K -4,220 -52%
FCMC
1775
Founders Capital Management (Connecticut)
Connecticut
$257K +$1.73K +26 +0.7%
69 70
71
72 73