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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 %
DLA
326
Douglas Lane & Associates
New York
$33.6M +$4.73M +71,008 +16%
DIA
327
Dana Investment Advisors
Wisconsin
$33.6M +$1.41M +21,195 +4%
CBOA
328
Commonwealth Bank of Australia
Australia
$33.3M -$380K -5,700 -1%
Alyeska Investment Group
329
Alyeska Investment Group
Illinois
$33.1M +$19.4M +290,976 +141%
TCT
330
TIAA CREF Trust
Missouri
$33M +$124K +1,862 +0.4%
WT
331
Washington Trust
Rhode Island
$32.8M -$1.11M -16,619 -3%
MSA
332
Mason Street Advisors
Wisconsin
$32.5M -$260K -3,904 -0.8%
Lazard Asset Management
333
Lazard Asset Management
New York
$32.5M -$4.23M -63,523 -12%
Voloridge Investment Management
334
Voloridge Investment Management
Florida
$32.3M +$32M +480,803 +11,276%
MOACM
335
Mutual of America Capital Management
New York
$31.6M +$704K +10,566 +2%
FP
336
Foundry Partners
Minnesota
$31.3M +$2.59M +38,825 +9%
B
337
BP
United Kingdom
$31M +$666K +10,000 +2%
CS
338
Candriam SCA
Luxembourg
$30.7M -$2.38M -35,728 -7%
AIMCA
339
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$30.7M -$18.2M -273,800 -37%
GAM
340
GVO Asset Management
Switzerland
$30.4M -$4.99M -75,000 -14%
PGFC
341
Peapack-Gladstone Financial Corp
New Jersey
$30.4M +$1.39M +20,896 +5%
DILH
342
Dai-ichi Life Holdings
Japan
$30.2M -$70.5K -1,059 -0.2%
DK
343
Darrell & King
Virginia
$30.2M -$967K -14,515 -3%
ISL
344
Ingalls & Snyder LLC
New York
$29.7M -$9.39K -141 -0%
CTI
345
Community Trust & Investment
Kentucky
$29.6M +$483K +7,253 +2%
CGH
346
Crossmark Global Holdings
Texas
$29.2M +$29.2M +305,430 New
OCM
347
Osterweis Capital Management
California
$29M +$29M +434,835 New
PI
348
PineBridge Investments
New York
$28.9M -$8.34M -125,294 -22%
CAM
349
Capstone Asset Management
Texas
$28.8M -$1.85M -27,797 -6%
SCA
350
STALEY CAPITAL ADVISERS
Pennsylvania
$28.6M +$82.7K +1,242 +0.3%
12 13
14
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