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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
+$444M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$278M
4
CS
Credit Suisse
Switzerland
+$260M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$246M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$378M
2
GE
General Electric
Ohio
-$372M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$301M
4
Deutsche Bank
Deutsche Bank
Germany
-$253M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
251
Gofen & Glossberg
Illinois
$57.7M +$96K +1,441 +0.2%
Envestnet Asset Management
252
Envestnet Asset Management
Illinois
$56.9M -$35M -525,313 -38%
PMG
253
Private Management Group
California
$56.5M -$1.32M -19,827 -2%
ProShare Advisors
254
ProShare Advisors
Maryland
$56.4M -$8.77M -131,714 -13%
OCAM
255
Onex Canada Asset Management
Ontario, Canada
$56.2M -$3.72M -57,149 -6%
SW
256
SVB Wealth
Massachusetts
$56.1M +$607K +9,110 +1%
Thrivent Financial for Lutherans
257
Thrivent Financial for Lutherans
Minnesota
$55.5M -$35.3M -530,669 -39%
BCM
258
Bridgeway Capital Management
Texas
$54.8M -$2.52M -37,800 -4%
Public Sector Pension Investment Board (PSP Investments)
259
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$53.9M +$7.8M +117,100 +17%
FIM
260
Foresters Investment Management
New York
$53.8M +$836K +12,550 +2%
CRM
261
Cramer Rosenthal McGlynn
Connecticut
$52.4M +$7M +105,073 +15%
Los Angeles Capital Management
262
Los Angeles Capital Management
California
$51.4M +$1.85M +27,793 +4%
USSCPF
263
United States Steel & Carnegie Pension Fund
New York
$51.3M -$11.5M -172,862 -18%
BAMF
264
BI Asset Management Fondsmaeglerselskab
Denmark
$51M +$36.1M +541,700 +242%
CIP
265
Cornerstone Investment Partners
Georgia
$50.9M -$74.2M -1,114,371 -59%
PC
266
PM Capital
Australia
$50.2M -$1.66M -25,000 -3%
TCM
267
Tetrem Capital Management
Manitoba, Canada
$50.1M +$8.87M +133,236 +21%
CP
268
Cumberland Partners
Ontario, Canada
$50.1M -$1.56M -23,380 -3%
JIR
269
James Investment Research
Ohio
$50.1M -$501K -7,527 -1%
PIA
270
Piedmont Investment Advisors
North Carolina
$49.9M -$5.16M -77,521 -9%
BCM
271
Basswood Capital Management
New York
$48.8M – – –
CEP
272
Chicago Equity Partners
Illinois
$48.7M -$350K -5,255 -0.7%
SIM
273
Stelliam Investment Management
New York
$48.3M -$7.32M -110,000 -13%
PNC
274
Park National Corp
Ohio
$48.3M -$281K -4,221 -0.6%
OPERF
275
Oregon Public Employees Retirement Fund
Oregon
$48.1M -$804K -12,075 -2%
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