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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 %
BFM
451
Boston Financial Management
Massachusetts
$18.1M +$1.52M +22,864 +9%
TCM
452
Twin Capital Management
Pennsylvania
$18.1M +$1.9M +28,490 +12%
FBA
453
Front Barnett Associates
Illinois
$17.9M +$267K +4,017 +2%
CCP
454
Clough Capital Partners
Massachusetts
$17.8M -$679K -10,200 -4%
NP
455
NS Partners
United Kingdom
$17.7M -$54.7K -822 -0.3%
CSIC
456
Clifford Swan Investment Counsel
California
$17.7M -$115K -1,725 -0.6%
NSIM
457
North Star Investment Management
Illinois
$17.7M +$3.8K +57 +0%
SAM
458
Silvercrest Asset Management
New York
$17.6M -$69.1K -1,038 -0.4%
Toronto Dominion Bank
459
Toronto Dominion Bank
Ontario, Canada
$17.6M +$5.21M +78,189 +42%
RJT
460
Raymond James Trust
Florida
$17.6M +$28.7K +431 +0.2%
PMAM
461
Picton Mahoney Asset Management
Ontario, Canada
$17.6M +$17.6M +263,700 New
FWIA
462
Fort Washington Investment Advisors
Ohio
$17.5M +$169K +2,542 +1%
NLGIA
463
Nippon Life Global Investors Americas
New York
$17.5M +$17.5M +263,260 New
MCM
464
MAI Capital Management
Ohio
$17.5M -$424K -6,366 -2%
QAM
465
QCI Asset Management
New York
$17.4M +$164K +2,465 +1%
RIL
466
Rothschild Investment LLC
Illinois
$17.4M -$280K -4,208 -2%
MCTIC
467
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$17.3M -$97.2K -1,459 -0.6%
WIC
468
Willis Investment Counsel
Georgia
$17.2M -$506K -7,600 -3%
Truist Financial
469
Truist Financial
North Carolina
$17.2M +$268K +4,029 +2%
DC
470
Deere & Company
Illinois
$17.2M -$1.67M -25,152 -9%
SBCM
471
Schwerin Boyle Capital Management
Massachusetts
$17.1M -$113K -1,700 -0.7%
FIM
472
Frontier Investment Management
Texas
$17.1M -$952K -1,429 -5%
ONB
473
Old National Bancorp
Indiana
$17M -$971K -14,581 -5%
Connor, Clark & Lunn Investment Management (CC&L)
474
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16.8M -$4.56M -68,500 -21%
PFC
475
Poplar Forest Capital
California
$16.7M -$12.9M -193,173 -44%
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