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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
1
Fiduciary Management Inc
Wisconsin
$446M
2
State Street
2
State Street
Massachusetts
$10.5B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.6B
4
CS
4
Credit Suisse
Switzerland
$788M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$927M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$3.65B
2
GE
2
General Electric
Ohio
$0
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.08B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIG
1826
Stanford Investment Group
California
$194K +$21.3K +321 +12%
CYG
1827
Clean Yield Group
Vermont
$190K – – –
VCM
1828
Versant Capital Management
Arizona
$183K -$12.4K -187 -6%
LOCC
1829
Lombard Odier & Cie (Canada)
Quebec, Canada
$180K – – –
BBPWM
1830
Blue Bell Private Wealth Management
Pennsylvania
$179K +$18.4K +275 +11%
RPAM
1831
Rhenman & Partners Asset Management
Sweden
$179K +$179K +2,688 New
LOT
1832
Lombard Odier Transatlantic
Quebec, Canada
$177K +$17.3K +260 +11%
BC
1833
Barnett & Company
Tennessee
$172K -$2.66K -40 -2%
JGIA
1834
Jackson Grant Investment Advisers
Connecticut
$170K +$35.8K +538 +27%
VCM
1835
Vigilant Capital Management
Maine
$168K +$29.8K +449 +22%
VIA
1836
Vantage Investment Advisors
Pennsylvania
$167K -$162K -2,423 -49%
RFA
1837
Reilly Financial Advisors
California
$163K +$18.7K +281 +13%
SC
1838
SRB Corp
Massachusetts
$158K +$9.58K +144 +6%
CLM
1839
ClearBridge LLC (Maryland)
Maryland
$154K – – –
AF
1840
Allworth Financial
California
$153K -$5.93K -89 -4%
SI
1841
Sentry Investments
Ontario, Canada
$152K -$6.23K -93,600 -4%
TCCM
1842
Timber Creek Capital Management
Massachusetts
$147K +$66.3K +1,000 +82%
CFA
1843
CT Financial Advisors
Pennsylvania
$146K +$5.93K +89 +4%
TCM
1844
Tradewinds Capital Management
Washington
$145K +$33.4K +501 +30%
LCS
1845
Levin Capital Strategies
New York
$145K -$3.09K -46,349 -2%
PCTC
1846
Perkins Coie Trust Company
Washington
$144K – – –
ICM
1847
Ionic Capital Management
New York
$142K +$142K +2,126 New
PCC
1848
Park Circle Company
Maryland
$127K – – –
BL
1849
Balentine LLC
Georgia
$127K +$16K +241 +14%
WA
1850
Winfield Associates
Ohio
$121K – – –
72 73
74
75 76