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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 %
MWM
1801
Modera Wealth Management
New Jersey
$221K -$41.7K -626 -16%
ACM
1802
Argentus Capital Management
Texas
$221K +$85.3K +1,281 +63%
NG
1803
Northstar Group
New York
$221K +$221K +3,325 New
BBNB
1804
Baker Boyer National Bank
Washington
$216K – – –
MCM
1805
Millie Capital Management
California
$216K – – –
RT
1806
Reliance Trust
Georgia
$214K +$214K +3,215 New
RG
1807
Rikoon Group
New Mexico
$212K +$212K +3,187 New
AMG
1808
Asset Management Group
Connecticut
$211K +$211K +3,162 New
CWM
1809
Cranbrook Wealth Management
Michigan
$210K – – –
FGP
1810
Foyston, Gordon, & Payne
Ontario, Canada
$209K -$41.4K -620 -17%
WI
1811
WrapManager Inc
California
$209K +$209K +3,136 New
ARMC
1812
American Research & Management Company
Massachusetts
$208K -$86.3K -1,296 -29%
VNA
1813
Valley National Advisers
Pennsylvania
$208K -$7.26K -109 -3%
FMP
1814
Financial Management Professionals
Texas
$207K -$24.1K -363 -10%
DAM
1815
Doheny Asset Management
California
$207K -$13.3K -200 -6%
AIA
1816
AIMZ Investment Advisors
California
$207K +$207K +3,102 New
TCOO
1817
Trust Company of Oklahoma
Oklahoma
$206K +$206K +3,100 New
CG
1818
Cutler Group
California
$206K +$179K +2,689 +656%
GWS
1819
Glassman Wealth Services
Virginia
$203K -$18.9K -285 -9%
SFA
1820
Stewardship Financial Advisors
Georgia
$203K +$203K +3,044 New
VIMU
1821
Veritas Investment Management (UK)
United Kingdom
$202K – – –
CM
1822
Cornerstone Management
Georgia
$201K -$15.2K -228 -7%
DMC
1823
Drexel Morgan & Co
Pennsylvania
$200K +$200K +3,000 New
SAM
1824
Sunnymeath Asset Management
New Jersey
$195K -$221K -3,000 -53%
GAM
1825
Gemmer Asset Management
California
$195K +$9.99K +150 +5%
71 72
73
74 75