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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 %
BAM
401
Berkshire Asset Management
Pennsylvania
$23.1M +$728K +10,933 +3%
M2MC
402
Matthew 25 Management Corp
Pennsylvania
$23M -$6.33M -95,000 -22%
IRF
403
IBM Retirement Fund
New York
$22.9M -$8.99M -134,985 -28%
EB
404
Eastern Bank
Massachusetts
$22.8M -$129K -1,942 -0.6%
ANI
405
American National Insurance
Texas
$22.7M – – –
WI
406
Wafra Inc
New York
$22.5M +$1.95M +29,214 +9%
CIP
407
Chartwell Investment Partners
Pennsylvania
$22.4M +$753K +11,310 +3%
WSFS
408
Wilmington Savings Fund Society
Delaware
$22.2M -$127K -1,904 -0.6%
AssetMark Inc
409
AssetMark Inc
California
$21.8M -$65.3K -981 -0.3%
HIIFS
410
Harel Insurance Investments & Financial Services
Israel
$21.8M +$2.66K +40 +0%
MC
411
MIG Capital
California
$21.8M +$5.33M +80,053 +32%
FCBT
412
First Citizens Bank & Trust
North Carolina
$21.7M -$3.08M -46,302 -12%
DJSG
413
D.J. St. Germain
Massachusetts
$21.7M -$290K -4,349 -1%
NIM
414
Nexus Investment Management
Ontario, Canada
$21.5M -$13.7K -205 -0.1%
BIP
415
Brandes Investment Partners
California
$21.4M -$292K -4,384 -1%
FNBOO
416
First National Bank of Omaha
Nebraska
$21.3M -$745K -11,192 -3%
BF
417
BOK Financial
Oklahoma
$21.2M +$1.29M +19,364 +6%
JAFL
418
Jay A. Fishman Ltd
Michigan
$21.2M -$643K -9,657 -3%
MNA
419
Manning & Napier Advisors
New York
$21.1M -$709K -10,643 -3%
HIMC
420
Heritage Investors Management Corp
Maryland
$21.1M +$80.4K +1,208 +0.4%
RCM
421
Rockshelter Capital Management
Pennsylvania
$20.9M -$1.16M -17,395 -5%
GKIM
422
GW&K Investment Management
Massachusetts
$20.7M +$1.22M +18,366 +6%
BTS
423
BB&T Securities
Virginia
$20.7M +$1.98M +29,788 +11%
BSA
424
Braun Stacey Associates
New York
$20.7M +$565K +8,480 +3%
AFG
425
American Financial Group
Ohio
$20.6M – – –
15 16
17
18 19