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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 %
IF
1901
Ironwood Financial
Arizona
$23K – – –
HCM
1902
Herndon Capital Management
Georgia
$23K +$136 +2 +0.6%
CFN
1903
Cordasco Financial Network
Florida
$21K – – –
TIM
1904
Tortoise Investment Management
New York
$20K -$43K -634 -68%
SHJ
1905
Sharkey, Howes & Javer
Colorado
$17K – – –
AIM
1906
Acrospire Investment Management
Illinois
$13K -$84.5K -1,300 -87%
WCM
1907
Wealthcare Capital Management
Virginia
$9K – – –
NIA
1908
Northstar Investment Advisors
Colorado
$9K +$5.5K +5,380 +157%
ES
1909
Equitec Specialists
Illinois
$7K +$7K +100 New
OSAM
1910
O'Shaughnessy Asset Management
Connecticut
$7K +$7K +112 New
NHFG
1911
New Harbor Financial Group
Massachusetts
$6K -$29.8K -497 -83%
BCI
1912
Brinker Capital Investments
Pennsylvania
$5K +$5K +79 New
BWP
1913
BSW Wealth Partners
Colorado
$4.83K -$72.2K -4,810 -94%
SBL
1914
Sargent Bickham Lagudis
Colorado
$4.24K -$239K -53,115 -98%
BCMIO
1915
Beacon Capital Management Inc (Ohio)
Ohio
$3K – – –
CWM
1916
Cedar Wealth Management
California
$3K – – –
CIM
1917
Contravisory Investment Management
Massachusetts
$2K +$2K +35 New
FNB
1918
Farmers National Bank
Kentucky
$712 +$12 +174 +2%
WDL
1919
Well Done LLC
Michigan
$218 – – –
GE
1920
General Electric
Ohio
– -$372M -5,981,710 Closed
MCM
1921
Moore Capital Management
New York
– -$57.5M -925,000 Closed
Renaissance Technologies
1922
Renaissance Technologies
New York
– -$37.4M -602,286 Closed
CI
1923
Clal Insurance
Israel
– -$30.7M -493,793 Closed
MAMU
1924
Marathon Asset Management (UK)
United Kingdom
– -$24.8M -398,477 Closed
C
1925
Consulta
United Kingdom
– -$21.7M -350,000 Closed
75 76
77
78 79