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
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 %
BMO
276
Beck Mack & Oliver
New York
$48M -$2.82M -42,342 -6%
Two Sigma Advisers
277
Two Sigma Advisers
New York
$48M +$25.6M +384,012 +114%
UCFA
278
United Capital Financial Advisors
Texas
$47.8M +$1.61M +24,250 +3%
CM
279
CS McKee
Pennsylvania
$47.6M -$33.9M -509,041 -42%
Janney Montgomery Scott
280
Janney Montgomery Scott
Pennsylvania
$47.6M +$47.6M +714,442 New
CTB
281
Country Trust Bank
Illinois
$47.3M -$124K -1,860 -0.3%
Macquarie Group
282
Macquarie Group
Australia
$47.3M -$41.1M -617,923 -47%
BFS
283
Bradley Foster & Sargent
Connecticut
$46.5M -$164K -2,458 -0.4%
TAM
284
Todd Asset Management
Kentucky
$45.7M -$1.01M -15,224 -2%
LWCA
285
Locust Wood Capital Advisers
New York
$45M -$2.46M -36,960 -5%
ZIG
286
Zurich Insurance Group
Switzerland
$44.9M -$2.02M -30,359 -4%
AIA
287
Avalon Investment & Advisory
Texas
$44.6M -$8.43M -126,521 -16%
URS
288
Utah Retirement Systems
Utah
$44.4M +$6.66K +100 +0%
SIA
289
Sit Investment Associates
Minnesota
$44.2M +$4.01M +60,170 +10%
PC
290
Packer & Co
Australia
$43.3M – – –
SC
291
Scotia Capital
Ontario, Canada
$43.1M -$1.46M -21,987 -3%
SCP
292
Seizert Capital Partners
Michigan
$42.9M -$4.65M -69,848 -10%
GH
293
GAM Holding
Switzerland
$42.9M -$3.4M -51,020 -7%
QI
294
QS Investors
New York
$42.6M -$2.53M -37,974 -6%
CA
295
Commerzbank Aktiengesellschaft
Germany
$42.6M +$24.2M +363,145 +132%
CIBC World Market
296
CIBC World Market
Ontario, Canada
$42.3M +$2.2M +33,095 +5%
DL
297
Delta Lloyd
Netherlands
$42.2M +$2.02M +30,361 +5%
Mitsubishi UFJ Asset Management
298
Mitsubishi UFJ Asset Management
Japan
$41.7M +$1.04M +15,658 +3%
MA
299
MUFG Americas
New York
$41.1M -$1.42M -21,300 -3%
Skandinaviska Enskilda Banken (SEB)
300
Skandinaviska Enskilda Banken (SEB)
Sweden
$40.5M +$982K +14,740 +2%
10 11
12
13 14