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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 %
PAM
126
Panagora Asset Management
Massachusetts
$194M -$15.6M -233,656 -7%
FMI
127
Factory Mutual Insurance
Massachusetts
$193M – – –
Federated Hermes
128
Federated Hermes
Pennsylvania
$185M +$662K +9,940 +0.4%
Mawer Investment Management
129
Mawer Investment Management
Alberta, Canada
$183M -$4.88M -73,833 -3%
Brown Advisory
130
Brown Advisory
Maryland
$181M -$4.32M -64,863 -2%
BWA
131
Brave Warrior Advisors
New York
$180M -$7.71M -115,807 -4%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$174M +$1.67M +25,150 +1%
PI
133
PGGM Investments
Netherlands
$171M -$790K -11,865 -0.5%
SBAM
134
Santa Barbara Asset Management
California
$169M +$1.4M +20,961 +0.8%
SCCM
135
Schafer Cullen Capital Management
New York
$168M -$3.5M -52,522 -2%
EAM
136
Edge Asset Management
Washington
$168M +$1.6M +24,024 +1%
Teacher Retirement System of Texas
137
Teacher Retirement System of Texas
Texas
$168M -$2.15M -32,259 -1%
1832 Asset Management
138
1832 Asset Management
Ontario, Canada
$168M -$31.3M -470,043 -16%
KeyBank National Association
139
KeyBank National Association
Ohio
$165M +$3.5M +52,590 +2%
GIA
140
Gateway Investment Advisers
Ohio
$163M -$1.53M -22,955 -0.9%
CIBC Private Wealth Group
141
CIBC Private Wealth Group
Georgia
$163M +$3.92M +58,815 +2%
PAMU
142
Pictet Asset Management (UK)
United Kingdom
$162M +$19.8M +297,576 +14%
T
143
Thomaspartners
Massachusetts
$162M +$7.74M +116,234 +5%
Caisse de Depot et Placement du Quebec (CDPQ)
144
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$161M +$86.3M +1,295,512 +115%
JFL
145
Jarislowsky, Fraser Ltd
Quebec, Canada
$161M -$3.14M -47,208 -2%
M&T Bank
146
M&T Bank
New York
$159M -$2.75M -41,224 -2%
HFS
147
HL Financial Services
Kentucky
$152M -$926K -13,913 -0.6%
Calamos Advisors
148
Calamos Advisors
Illinois
$152M -$21.2M -318,858 -12%
RFS
149
Rockefeller Financial Services
New York
$150M -$9.09M -136,534 -6%
HA
150
Homestead Advisers
Virginia
$150M -$346K -5,200 -0.2%
4 5
6
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