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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 %
MSE
1776
MUFG Securities EMEA
United Kingdom
$257K +$257K +3,853 New
IWA
1777
Intercontinental Wealth Advisors
Texas
$255K -$1.53K -23 -0.6%
DWM
1778
Darwin Wealth Management
Florida
$254K -$1.93K -29 -0.8%
CRIG
1779
Charter Research & Investment Group
Connecticut
$253K – – –
HPIA
1780
Hamilton Point Investment Advisors
North Carolina
$253K +$10.5K +158 +4%
CC
1781
Cornerstone Capital
California
$252K – – –
CFS
1782
Commonwealth Financial Services
West Virginia
$250K +$117K +1,763 +89%
SS
1783
Simplicity Solutions
Minnesota
$248K -$13.7K -206 -5%
EIA
1784
Edgemoor Investment Advisors
Maryland
$247K – – –
MKC
1785
M. Kraus & Co
Vermont
$243K +$267 +4 +0.1%
ST
1786
Sabal Trust
Florida
$242K +$1.33K +20 +0.6%
SFS
1787
Summit Financial Strategies
Ohio
$242K +$13.9K +208 +6%
IHL
1788
Investment House LLC
California
$241K -$288K -4,320 -54%
HF
1789
HRT Financial
New York
$233K -$26.8K -404 -10%
YMRC
1790
Yorktown Management & Research Company
Virginia
$233K – – –
TFF
1791
The Family Firm
Maryland
$233K +$799 +12 +0.3%
WI
1792
Wedgewood Investors
Pennsylvania
$229K -$2.66K -40 -1%
KFS
1793
Kurt F. Somerville
$229K – – –
BJ
1794
Brouwer & Janachowski
California
$229K +$229K +3,438 New
HHAM
1795
HITE Hedge Asset Management
Massachusetts
$226K – – –
WRM
1796
Weybosset Research & Management
Rhode Island
$225K – – –
HKIM
1797
Hayek Kallen Investment Management
Alabama
$225K +$1.4K +21 +0.6%
PRS
1798
Pinkerton Retirement Specialists
Idaho
$224K -$8.2K -123 -4%
VHAM
1799
Van Hulzen Asset Management
California
$224K – – –
SIG
1800
Sky Investment Group
Connecticut
$223K – – –
70 71
72
73 74