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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
1
Fiduciary Management Inc
Wisconsin
$446M
2
State Street
2
State Street
Massachusetts
$10.5B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$15.6B
4
CS
4
Credit Suisse
Switzerland
$788M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$927M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$3.65B
2
GE
2
General Electric
Ohio
$0
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B
4
Deutsche Bank
4
Deutsche Bank
Germany
$1.08B
5
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$445M -$26.9M -404,019 -6%
American Century Companies
77
American Century Companies
Missouri
$432M -$116M -1,744,059 -21%
Lord, Abbett & Co
78
Lord, Abbett & Co
New Jersey
$420M -$5.66M -84,942 -1%
MTB
79
Mizuho Trust & Banking
Japan
$418M +$2.94M +44,206 +0.7%
O
80
OppenheimerFunds
New York
$417M -$49.7M -745,609 -11%
Hotchkis & Wiley Capital Management
81
Hotchkis & Wiley Capital Management
California
$413M -$16.1M -241,804 -4%
BGIM
82
Brandywine Global Investment Management
Pennsylvania
$399M -$27.3M -409,277 -6%
RhumbLine Advisers
83
RhumbLine Advisers
Massachusetts
$389M +$15.2M +228,993 +4%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$351M -$4.9M -73,644 -1%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$347M -$21M -315,900 -6%
Jennison Associates
86
Jennison Associates
New York
$345M -$7.44M -111,761 -2%
BJ
87
BlackRock Japan
Japan
$343M -$3.38M -50,768 -1%
Fayez Sarofim & Co
88
Fayez Sarofim & Co
Texas
$337M +$3.32M +49,875 +1%
Pzena Investment Management
89
Pzena Investment Management
New York
$330M -$27.6M -414,580 -8%
Canada Life
90
Canada Life
Manitoba, Canada
$327M +$4.35M +65,283 +1%
Diamond Hill Capital Management
91
Diamond Hill Capital Management
Ohio
$321M -$14.1M -212,117 -4%
WT
92
Wellcome Trust
United Kingdom
$313M – – –
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$313M -$62.3M -935,832 -17%
SOMRS
94
State of Michigan Retirement System
Michigan
$303M +$121M +1,810,200 +66%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$300M -$3.93M -59,000 -1%
TD Asset Management
96
TD Asset Management
Ontario, Canada
$298M +$17.6M +263,962 +6%
HSBC Holdings
97
HSBC Holdings
United Kingdom
$297M +$283K +4,259 +0.1%
ECU
98
Egerton Capital (UK)
United Kingdom
$293M -$1.14M -17,133 -0.4%
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$278M -$180M -2,696,525 -39%
SP
100
Sarasin & Partners
United Kingdom
$277M -$11.8M -176,821 -4%
2 3
4
5 6