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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 %
FMW
426
Farr Miller & Washington
District of Columbia
$20.5M +$1.62M +24,316 +9%
NG
427
NatWest Group
United Kingdom
$20.4M -$11.6M -174,416 -36%
MC
428
Martin Currie
United Kingdom
$20.4M -$146K -2,200 -0.7%
ZIC
429
ZWJ Investment Counsel
Georgia
$20.3M -$166K -2,492 -0.8%
FT
430
Fiduciary Trust
Massachusetts
$20.1M +$413K +6,202 +2%
Mirae Asset Global Investments
431
Mirae Asset Global Investments
South Korea
$19.9M +$459K +6,888 +2%
IEFM
432
IQ EQ Fund Management
Ireland
$19.9M -$797K -11,126 -4%
SF
433
Synovus Financial
Georgia
$19.8M +$450K +6,755 +2%
Two Sigma Investments
434
Two Sigma Investments
New York
$19.8M +$19.8M +297,791 New
GL
435
GLG LLC
New York
$19.8M +$3.09M +46,474 +18%
Robeco Institutional Asset Management
436
Robeco Institutional Asset Management
Netherlands
$19.7M -$400K -6,005 -2%
SIM
437
Sentry Investment Management
Wisconsin
$19.7M +$434K +6,518 +2%
CNAM
438
Campbell Newman Asset Management
Wisconsin
$19.5M +$15.2K +228 +0.1%
DIA
439
Davidson Investment Advisors
Montana
$19.4M +$494K +7,416 +3%
KB
440
Kimelman & Baird
New York
$19.3M -$69.5K -1,044 -0.4%
DCM
441
Donaldson Capital Management
Indiana
$19.2M +$68.8K +1,033 +0.4%
GAI
442
General American Investors
New York
$19M – – –
MPI
443
Mairs & Power Inc
Minnesota
$18.9M +$222K +3,337 +1%
CCMG
444
Clark Capital Management Group
Pennsylvania
$18.8M +$8.13M +122,165 +76%
BIC
445
Beach Investment Counsel
Pennsylvania
$18.7M -$266 -4 -0%
AMI
446
Amica Mutual Insurance
Rhode Island
$18.6M – – –
KRS
447
Kentucky Retirement Systems
Kentucky
$18.4M -$2.32M -34,897 -11%
TAF
448
Tredje AP-fonden
Sweden
$18.3M -$2.46M -36,937 -12%
RMA
449
Roffman Miller Associates
Pennsylvania
$18.3M +$262K +3,936 +1%
LTFS
450
Ladenburg Thalmann Financial Services
Florida
$18.3M +$2.48M +37,210 +16%
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