JPM icon

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
$10.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$15.6B
4
CS
Credit Suisse
Switzerland
$788M
5
Capital Research Global Investors
Capital Research Global Investors
California
$927M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.65B
2
GE
General Electric
Ohio
$0
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B
4
Deutsche Bank
Deutsche Bank
Germany
$1.08B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
26
Boston Partners
Massachusetts
$1.62B -$61.3M -920,502 -4%
LPU
27
Lansdowne Partners (UK)
United Kingdom
$1.6B +$28.4M +425,858 +2%
Primecap Management
28
Primecap Management
California
$1.56B +$130M +1,945,200 +9%
BIM
29
BlackRock Investment Management
Delaware
$1.16B -$45.1M -677,338 -4%
Neuberger Berman Group
30
Neuberger Berman Group
New York
$1.15B -$15.1M -226,150 -1%
Legal & General Group
31
Legal & General Group
United Kingdom
$1.14B -$13.4M -201,277 -1%
DSA
32
Davis Selected Advisers
Arizona
$1.13B -$54.8M -822,985 -5%
Deutsche Bank
33
Deutsche Bank
Germany
$1.08B -$253M -3,804,202 -19%
Goldman Sachs
34
Goldman Sachs
New York
$1.03B -$88.7M -1,332,675 -8%
Capital International Investors
35
Capital International Investors
California
$975M +$988K +14,830 +0.1%
Capital Research Global Investors
36
Capital Research Global Investors
California
$927M +$246M +3,699,360 +36%
Fisher Asset Management
37
Fisher Asset Management
Washington
$925M -$6.81M -102,198 -0.7%
LSV Asset Management
38
LSV Asset Management
Illinois
$922M -$8.42M -126,375 -0.9%
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$899M -$34.3M -515,790 -4%
Eagle Capital Management (New York)
40
Eagle Capital Management (New York)
New York
$899M -$34.9M -524,143 -4%
UBS AM
41
UBS AM
Illinois
$886M +$13.5M +202,633 +2%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$871M +$14.7M +221,289 +2%
UBS Group
43
UBS Group
Switzerland
$829M +$34.4M +515,977 +4%
AllianceBernstein
44
AllianceBernstein
Tennessee
$815M -$43.8M -658,330 -5%
CS
45
Credit Suisse
Switzerland
$788M +$260M +3,905,559 +49%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$786M -$4.63M -69,483 -0.6%
Allianz Asset Management
47
Allianz Asset Management
Germany
$781M -$100M -1,516,027 -11%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$766M -$4.08M -61,225 -0.5%
Charles Schwab
49
Charles Schwab
California
$732M -$51.9M -778,948 -7%
Sumitomo Mitsui Trust Group
50
Sumitomo Mitsui Trust Group
Japan
$732M +$463K +6,950 +0.1%
1
2
3 4 5