JPM icon

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 %
KLI
1876
Kelman-Lazarov Inc
Tennessee
$66.3K +$4.66K +70 +8%
LWA
1877
Lenox Wealth Advisors
New York
$66K -$13.5K -204 -17%
NC
1878
NewSquare Capital
Pennsylvania
$65K +$5.15K +77 +9%
LYV
1879
Live Your Vision
Pennsylvania
$64K +$64K +958 New
EDRM
1880
Edmond de Rothschild (Monaco)
Monaco
$64K +$64K +965 New
TCM
1881
TD Capital Management
Tennessee
$61K +$53.7K +800 +734%
TWMP
1882
Taylor Wealth Management Partners
Massachusetts
$60K – – –
AIM
1883
Assured Investment Management
New York
$57K -$1.04M -15,574 -95%
OAJ
1884
Ogorek Anthony Joseph
New York
$57K – – –
PO
1885
Private Ocean
California
$49K – – –
SAM
1886
Solaris Asset Management
New York
$49K +$29K +435 +145%
BCFS
1887
Butensky & Cohen Financial Security
Florida
$47K – – –
CCM
1888
Cupps Capital Management
Illinois
$47K +$47K +720 New
IP
1889
Isthmus Partners
Wisconsin
$44K +$8.54K +125 +24%
FPTW
1890
Franklin, Parlapiano, Turner & Welch
Texas
$43K – – –
SA
1891
SRH Advisors
Kansas
$37K – – –
EWM
1892
Elite Wealth Management
Washington
$35K +$35K +523 New
HS
1893
Horan Securities
United States
$33K +$33K +483 New
HW
1894
Hedeker Wealth
Illinois
$32.7K -$338K -22,534 -91%
CP
1895
Corbenic Partners
Pennsylvania
$32K – – –
DOA
1896
D'Orazio & Associates
Virginia
$31K -$65 -1 -0.2%
RWG
1897
Regal Wealth Group
California
$31K +$68 +1 +0.2%
JSAM
1898
J. Safra Asset Management
New York
$26K -$20.4K -300 -44%
AWMS
1899
Advocacy Wealth Management Services
Georgia
$26K -$15.4K -229 -37%
RBC
1900
Roble Belko & Company
Pennsylvania
$24K +$19.9K +296 +485%
74 75
76
77 78