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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 %
WB
376
WesBanco Bank
West Virginia
$25M -$149K -2,235 -0.6%
PR
377
Payden & Rygel
California
$24.9M +$2M +30,000 +9%
WAM
378
World Asset Management
Michigan
$24.9M +$184K +2,768 +0.7%
Creative Planning
379
Creative Planning
Kansas
$24.9M +$714K +10,727 +3%
MHC
380
Meyer Handelman Company
New York
$24.8M -$209K -3,145 -0.8%
ELC
381
Edgar Lomax Company
Virginia
$24.7M -$6.66K -100 -0%
D.E. Shaw & Co
382
D.E. Shaw & Co
New York
$24.7M +$19.8M +296,658 +399%
NMERB
383
New Mexico Educational Retirement Board
New Mexico
$24.6M -$3.74M -56,200 -13%
MAA
384
Matrix Asset Advisors
New York
$24.6M +$1.5M +22,526 +6%
PFM
385
Parsec Financial Management
North Carolina
$24.5M +$224K +3,364 +0.9%
BCM
386
Barometer Capital Management
Ontario, Canada
$24.4M +$23M +345,350 +1,637%
JCM
387
Janney Capital Management
Pennsylvania
$24.2M +$7.94M +119,258 +49%
BAM
388
Barrett Asset Management
New York
$24.1M +$13.9K +209 +0.1%
TH
389
TCTC Holdings
Texas
$23.9M – – –
NMIMC
390
Northwestern Mutual Investment Management Company
Wisconsin
$23.8M +$3.65M +54,865 +18%
MIH
391
Madison Investment Holdings
Wisconsin
$23.7M +$21.3M +319,830 +884%
SAM
392
Securian Asset Management
Minnesota
$23.6M -$57.5K -864 -0.2%
HCMT
393
Highland Capital Management (Tennessee)
Tennessee
$23.6M -$627K -9,410 -3%
ADEF
394
Adams Diversified Equity Fund
Maryland
$23.5M – – –
SPC
395
Stewart & Patten Company
California
$23.4M +$103K +1,541 +0.4%
EARNEST Partners
396
EARNEST Partners
Georgia
$23.2M -$773K -11,612 -3%
PCM
397
Polaris Capital Management
Massachusetts
$23.1M +$23.1M +347,100 New
RG
398
Rathbones Group
United Kingdom
$23.1M -$3.91M -58,747 -14%
WJA
399
Williams Jones & Associates
New York
$23.1M -$4.68M -70,206 -17%
CG
400
Clinton Group
New York
$23.1M +$23.1M +346,903 New
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16
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