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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 %
PSUF
301
People's United Financial
Connecticut
$40.4M +$359K +5,384 +0.9%
Commonwealth Equity Services
302
Commonwealth Equity Services
Massachusetts
$39.9M +$1.31M +19,610 +3%
PWLP
303
Prio Wealth Limited Partnership
Massachusetts
$39.7M -$51.7K -776 -0.1%
SFM
304
Systematic Financial Management
New Jersey
$39.5M -$1.44M -21,584 -4%
DCM
305
Dupont Capital Management
Delaware
$39.3M -$2.55M -38,276 -6%
XK
306
Xact Kapitalforvaltning
Sweden
$39.3M +$39.3M +589,984 New
CIBC Asset Management
307
CIBC Asset Management
Ontario, Canada
$39.1M -$1.54M -23,138 -4%
WT
308
Whittier Trust
California
$39.1M -$202K -3,030 -0.5%
HCM
309
Huber Capital Management
California
$38.9M -$1.62M -24,300 -4%
JAM
310
Jupiter Asset Management
United Kingdom
$37.8M +$5.74M +86,259 +18%
OAG
311
Orbis Allan Gray
Bermuda
$37.6M +$3.2M +48,015 +9%
SAM
312
Sentinel Asset Management
Vermont
$37.5M – – –
BA
313
Boston Advisors
Massachusetts
$37.3M -$1.68M -25,301 -4%
CA
314
Cortland Advisers
Delaware
$36.6M +$36.6M +550,000 New
FQ
315
First Quadrant
California
$36.4M -$14.7M -221,137 -29%
Asset Management One
316
Asset Management One
Japan
$36M +$2.77M +41,980 +8%
UB
317
UMB Bank
Missouri
$35.7M +$1.27M +19,087 +4%
PA
318
Pinnacle Associates
New York
$35M +$695K +10,438 +2%
AIA
319
Affinity Investment Advisors
California
$35M -$4.96M -74,469 -12%
OA
320
Oak Associates
Ohio
$34.9M +$3.47M +50,161 +11%
WF
321
Welch & Forbes
Massachusetts
$34.7M -$767K -11,520 -2%
CPSAC
322
Chas P. Smith & Associates (CPS)
Florida
$34.7M +$16.5M +246,264 +91%
WG
323
Winton Group
United Kingdom
$34.1M -$25.6M -384,698 -43%
SBH
324
Segall Bryant & Hamill
Illinois
$33.9M +$1.31M +19,642 +4%
HPC
325
HM Payson & Co
Maine
$33.7M -$1.8M -27,014 -5%
11 12
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