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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 %
SCM
226
Snow Capital Management
Pennsylvania
$69.6M -$6.3M -94,598 -8%
CB
227
Commerce Bank
Missouri
$69.5M -$1.95M -29,344 -3%
SWITC
228
Stewart West Indies Trading Company
Colorado
$68.5M – – –
ECA
229
Endeavour Capital Advisors
Connecticut
$68.2M – – –
BNP Paribas Asset Management
230
BNP Paribas Asset Management
France
$68M -$22.8M -342,881 -25%
TGA
231
Trilogy Global Advisors
Florida
$67.6M -$30.1M -451,492 -31%
BTW
232
Boston Trust Walden
Massachusetts
$67.6M +$3.22M +48,308 +5%
FRAF
233
Första AP-fonden
Sweden
$67.3M -$11.1M -167,300 -14%
RCG
234
Ruane, Cunniff & Goldfarb
New York
$67.2M -$81.3K -1,221 -0.1%
CGM
235
Capital Growth Management
Massachusetts
$66.3M +$666K +10,000 +1%
Janus Henderson Group
236
Janus Henderson Group
United Kingdom
$65.3M -$2.49M -37,448 -4%
Kovitz Investment Group Partners
237
Kovitz Investment Group Partners
Illinois
$63.5M -$1.23M -18,509 -2%
GI
238
GAMCO Investors
Connecticut
$63.5M -$482K -7,239 -0.8%
CM
239
Corvex Management
New York
$63.3M +$63.3M +950,750 New
CLOS
240
Compagnie Lombard Odier SCmA
Switzerland
$62.9M +$121K +1,818 +0.2%
EDRH
241
Edmond de Rothschild Holding
Switzerland
$62.7M -$3.39M -50,900 -5%
BCM
242
Becker Capital Management
Oregon
$61.9M -$3.93M -58,960 -6%
EIM
243
ExxonMobil Investment Management
Texas
$61.4M -$1.62M -24,259 -3%
HIMCH
244
Hartford Investment Management Co (HIMCO)
Connecticut
$60.6M +$443K +6,647 +0.7%
EDRAMF
245
Edmond de Rothschild Asset Management (France)
France
$60.3M -$3.33M -50,000 -5%
ASRS
246
Arizona State Retirement System
Arizona
$59.2M -$499K -7,500 -0.8%
VRS
247
Virginia Retirement Systems
Virginia
$58.8M -$6.7M -100,600 -10%
William Blair & Company
248
William Blair & Company
Illinois
$58M +$897K +13,475 +2%
DRZID
249
DePrince Race & Zollo Inc (DRZ)
Florida
$58M -$8.93M -134,158 -13%
FAF
250
Fjarde Ap-fonden
Sweden
$57.7M +$1.31M +19,614 +2%
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