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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 %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$276M +$184M +2,768,188 +201%
AQR Capital Management
102
AQR Capital Management
Connecticut
$275M +$28.1M +422,594 +11%
Swedbank
103
Swedbank
Sweden
$266M -$30.3M -454,830 -10%
RJA
104
Raymond James & Associates
Florida
$265M +$25.7M +386,079 +11%
Stifel Financial
105
Stifel Financial
Missouri
$261M +$13.4M +201,831 +5%
IGIM
106
I.G. Investment Management
Manitoba, Canada
$254M -$11.7M -175,873 -4%
Credit Agricole
107
Credit Agricole
France
$248M -$29.2M -438,461 -11%
Barclays
108
Barclays
United Kingdom
$241M +$38.6M +579,221 +19%
EIG
109
EdgePoint Investment Group
Ontario, Canada
$239M -$82M -1,232,024 -26%
State of Wisconsin Investment Board
110
State of Wisconsin Investment Board
Wisconsin
$237M -$7.9M -118,700 -3%
US Bancorp
111
US Bancorp
Minnesota
$232M -$4.87M -73,186 -2%
JHIU
112
Janus Henderson Investors US
Colorado
$231M -$47.5M -712,980 -17%
USAA
113
United Services Automobile Association
Texas
$229M -$15.8M -237,344 -6%
Korea Investment Corp
114
Korea Investment Corp
South Korea
$224M +$14.3M +215,056 +7%
TG
115
TCW Group
California
$222M -$13M -195,254 -6%
Winslow Capital Management
116
Winslow Capital Management
Minnesota
$221M -$16.9M -254,022 -7%
State of Tennessee, Department of Treasury
117
State of Tennessee, Department of Treasury
Tennessee
$220M -$21.2M -318,366 -9%
SO
118
STRS Ohio
Ohio
$219M -$4.4M -66,070 -2%
BG
119
Bahl & Gaynor
Ohio
$213M +$18.1M +272,396 +9%
Citigroup
120
Citigroup
New York
$210M -$10.6M -159,368 -5%
NFA
121
Nationwide Fund Advisors
Ohio
$209M -$9.11M -136,880 -4%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$204M -$6.32M -94,912 -3%
Aviva
123
Aviva
United Kingdom
$197M +$6.03M +90,490 +3%
AAMU
124
Amundi Asset Management US
Massachusetts
$195M -$71.6M -1,074,635 -27%
Retirement Systems of Alabama
125
Retirement Systems of Alabama
Alabama
$194M -$8.04M -120,766 -4%
3 4
5
6 7