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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 %
TCM
1851
Tanaka Capital Management
New York
$115K – – –
MWM
1852
MinichMacGregor Wealth Management
New York
$113K -$265 -4 -0.2%
PFS
1853
Physicians Financial Services
North Carolina
$109K -$51.9K -784 -32%
SEIA
1854
Signature Estate & Investment Advisors
California
$108K -$104K -1,550 -49%
HCM
1855
Horrell Capital Management
Arkansas
$104K – – –
MSFP
1856
Mark Sheptoff Financial Planning
Connecticut
$102K +$13.4K +200 +15%
PWM
1857
Perigon Wealth Management
California
$99K +$12K +180 +14%
AIS
1858
Accurate Investment Solutions
Pennsylvania
$97K -$3.01K -45 -3%
TJHA
1859
Thomas J. Herzfeld Advisors
Florida
$97K +$334 +5 +0.3%
PCP
1860
Proficio Capital Partners
Massachusetts
$95K +$1.4K +21 +1%
TFO
1861
Tarbox Family Office
California
$95K +$1.46K +22 +2%
PFO
1862
Pathstone Family Office
New Jersey
$93K -$5.29K -80 -5%
SGAM
1863
Smith Group Asset Management
Texas
$91K +$7.3K +110 +9%
RFWA
1864
RPg Family Wealth Advisory
Massachusetts
$88.6K -$666 -10 -0.7%
ACM
1865
Americafirst Capital Management
California
$87.7K – – –
CAL
1866
Capital Advisors Ltd
Ohio
$86K – – –
DPA
1867
Delphi Private Advisors
California
$84K -$32.7K -492 -28%
AOWM
1868
Alpha Omega Wealth Management
Virginia
$84K – – –
SCA
1869
Stuart Chaussee & Associates
California
$83K +$20.9K +315 +34%
AAC
1870
Asset Advisors Corp
Georgia
$82K – – –
CFA
1871
Camarda Financial Advisors
Florida
$78K – – –
RPG
1872
Risk Paradigm Group
Texas
$74.2K – – –
AA
1873
AlphaMark Advisors
Kentucky
$71K – – –
MUS
1874
Mitsubishi UFJ Securities
Japan
$69K – – –
BC
1875
Blackhill Capital
New Jersey
$67K – – –
73 74
75
76 77