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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 %
ABTD
476
Arvest Bank Trust Division
Oklahoma
$16.7M -$44.5K -669 -0.3%
HHC
477
Hutchin Hill Capital
New York
$16.6M -$4M -60,000 -19%
MP
478
MSD Partners
New York
$16.6M – – –
DAM
479
Davis Asset Management
California
$16.6M – – –
FTIOP
480
Fiduciary Trust International of Pennsylvania
Pennsylvania
$16.6M +$3.59M +53,940 +28%
HIM
481
Hermes Investment Management
United Kingdom
$16.6M +$4M +60,051 +32%
LMGAM
482
Liberty Mutual Group Asset Management
Massachusetts
$16.5M -$371K -5,578 -2%
DGHMC
483
Dalton, Greiner, Hartman, Maher & Co
New York
$16.5M -$3.97M -59,584 -19%
AAM
484
Advisors Asset Management
Colorado
$16.5M +$2.39M +35,920 +17%
CFB
485
Cullen/Frost Bankers
Texas
$16.5M -$1.02M -15,301 -6%
QIM
486
Quantitative Investment Management
Virginia
$16.4M +$16.1M +241,300 +4,731%
OI
487
Oakbrook Investments
Illinois
$16.4M -$3.54M -53,200 -18%
OPCM
488
Osborne Partners Capital Management
California
$16.3M -$434K -6,517 -3%
AI
489
Analytic Investors
California
$16.2M -$22.8M -342,684 -59%
SCM
490
SKBA Capital Management
California
$16.1M +$1.58M +23,800 +11%
CG
491
Colony Group
Massachusetts
$15.9M -$349K -5,247 -2%
MSDF
492
Michael & Susan Dell Foundation
New York
$15.8M – – –
Rafferty Asset Management
493
Rafferty Asset Management
New York
$15.6M -$10.6M -158,938 -40%
FIB
494
First Interstate Bank
Montana
$15.5M -$105K -1,583 -0.7%
LSERS
495
Louisiana State Employees Retirement System
Louisiana
$15.3M -$666K -10,000 -4%
MIFH
496
Migdal Insurance & Financial Holdings
Israel
$15.3M +$11.7M +175,782 +328%
AC
497
Alexandria Capital
Virginia
$15.2M -$622K -9,345 -4%
PAM
498
Private Asset Management
California
$15.1M +$156K +2,345 +1%
CHA
499
Cedar Hill Associates
Illinois
$15M -$307K -4,612 -2%
SRC
500
Shufro Rose & Co
New York
$14.9M -$344K -5,170 -2%
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