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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
$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 %
Prudential Financial
51
Prudential Financial
New Jersey
$729M -$17M -255,354 -2%
EVM
52
Eaton Vance Management
Massachusetts
$711M +$18.9M +284,552 +3%
Schroder Investment Management Group
53
Schroder Investment Management Group
United Kingdom
$710M -$5.5M -82,541 -0.8%
AL
54
AJO LP
Pennsylvania
$686M -$3.49M -52,363 -0.5%
California Public Employees Retirement System
55
California Public Employees Retirement System
California
$659M -$51M -766,400 -7%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$653M +$6.98M +104,746 +1%
PPA
57
Parametric Portfolio Associates
Washington
$629M +$12.6M +188,717 +2%
Sanders Capital
58
Sanders Capital
Florida
$619M +$5.55M +83,400 +0.9%
Principal Financial Group
59
Principal Financial Group
Iowa
$602M -$5.17M -77,567 -0.9%
WRF
60
Waddell & Reed Financial
Kansas
$592M -$19.3M -290,112 -3%
APG Asset Management
61
APG Asset Management
Netherlands
$576M +$17.1M +256,700 +3%
PI
62
Putnam Investments
Massachusetts
$567M +$127K +1,903 +0%
TIM
63
Thornburg Investment Management
New Mexico
$555M -$3.04M -45,669 -0.5%
AIM
64
abrdn Investment Management
United Kingdom
$543M +$131M +1,965,144 +32%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$534M +$4.49M +67,400 +0.8%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$531M +$17.7M +265,355 +3%
ClearBridge Investments
67
ClearBridge Investments
New York
$530M -$93.4M -1,403,291 -15%
BlackRock
68
BlackRock
New York
$526M -$32.9M -493,414 -6%
GA
69
Greenhaven Associates
New York
$519M -$26.1M -392,612 -5%
EA
70
Emerald Acquisition
Washington
$515M -$71M -1,065,844 -12%
TA
71
Teachers Advisors
New York
$503M +$20.2M +302,741 +4%
PP
72
Prudential plc
United Kingdom
$495M -$32M -481,056 -6%
Fidelity International
73
Fidelity International
Bermuda
$476M +$25.6K +385 +0%
Nordea Investment Management
74
Nordea Investment Management
Sweden
$450M +$39.7M +595,743 +10%
FMI
75
Fiduciary Management Inc
Wisconsin
$446M +$446M +6,694,889 New
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