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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 %
DADC
351
D.A. Davidson & Co
Montana
$28.4M +$4.86M +72,925 +21%
ECM
352
Estabrook Capital Management
New York
$28.2M -$613K -9,207 -2%
ABC
353
Associated Banc-Corp
Wisconsin
$28.1M +$437K +6,566 +2%
VDI
354
Vaughan David Investments
Illinois
$27.8M +$23.5K +353 +0.1%
NIPH
355
NN Investment Partners Holdings
Netherlands
$27.8M -$20.4M -307,008 -42%
FFIC
356
First Fiduciary Investment Counsel
Ohio
$27.7M +$7.5M +112,565 +37%
SCM
357
Sterling Capital Management
North Carolina
$27.6M -$96.7K -1,452 -0.3%
FWCM
358
Ferguson Wellman Capital Management
Oregon
$27.5M +$3.36M +50,511 +14%
SMDAM
359
Sumitomo Mitsui DS Asset Management
Japan
$27.4M -$263K -3,951 -1%
PP
360
Palladium Partners
Virginia
$27.3M +$342K +5,139 +1%
SAM
361
Shell Asset Management
Netherlands
$27.1M +$1.81M +27,152 +7%
GC
362
GMT Capital
Georgia
$27.1M -$6.48M -97,310 -19%
OC
363
Oppenheimer & Co
New York
$26.9M -$974K -14,621 -3%
First Trust Advisors
364
First Trust Advisors
Illinois
$26.8M -$2.79M -41,849 -9%
RCM
365
Redwood Capital Management
New York
$26.6M – – –
OAC
366
OMERS Administration Corp
Ontario, Canada
$26.6M +$16.6M +250,000 +167%
WPC
367
Waters Parkerson & Co
Louisiana
$26.4M +$426K +6,392 +2%
RCM
368
RNC Capital Management
California
$26.4M +$745K +11,186 +3%
NAM
369
North American Management
Massachusetts
$26.2M +$269K +4,042 +1%
WCM
370
Wedge Capital Management
North Carolina
$26.1M -$211K -3,169 -0.8%
Cohen & Steers
371
Cohen & Steers
New York
$26.1M -$855K -12,844 -3%
CS
372
Cannell & Spears
New York
$26M -$936K -14,050 -3%
BVDMP
373
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$25.4M – – –
Fiera Capital (Canada)
374
Fiera Capital (Canada)
Quebec, Canada
$25.1M +$1.27M +19,105 +5%
DnB Asset Management
375
DnB Asset Management
Norway
$25M -$1.17M -17,600 -4%
13 14
15
16 17