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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 %
Aristotle Capital Management
151
Aristotle Capital Management
California
$149M -$409K -6,148 -0.3%
National Pension Service
152
National Pension Service
South Korea
$149M +$11.9M +178,731 +9%
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$144M -$3.71M -55,641 -3%
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$144M -$13M -194,525 -8%
GTP
155
Global Thematic Partners
New York
$143M +$3.97M +59,585 +3%
Bessemer Group
156
Bessemer Group
New Jersey
$143M -$2.91M -43,688 -2%
WHG
157
Westwood Holdings Group
Texas
$143M -$13.8M -206,516 -9%
AAM
158
Aberdeen Asset Management
United Kingdom
$139M -$5.45M -81,906 -4%
AII
159
AGF Investments Inc
Ontario, Canada
$136M -$15.4M -230,790 -10%
GT
160
Glenmede Trust
Pennsylvania
$135M +$28.3M +424,342 +27%
RFC
161
Regions Financial Corp
Alabama
$134M -$1.62M -24,295 -1%
CI
162
Cincinnati Insurance
Ohio
$134M – – –
VIP
163
Vantage Investment Partners
Missouri
$131M – – –
Loomis, Sayles & Company
164
Loomis, Sayles & Company
Massachusetts
$130M -$7.35M -110,425 -5%
NIMC
165
NWQ Investment Management Company
California
$127M +$11.2M +167,957 +10%
MLICM
166
Metropolitan Life Insurance Company (MetLife)
New York
$125M -$2.34M -35,121 -2%
AAMU
167
AEGON Asset Management (UK)
United Kingdom
$124M -$2.04M -30,640 -2%
CB
168
Cooke & Bieler
Pennsylvania
$121M +$1.59M +23,807 +1%
AACR
169
ACR Alpine Capital Research
Missouri
$120M +$973K +14,616 +0.8%
UIM
170
USS Investment Management
United Kingdom
$120M – – –
HNB
171
Huntington National Bank
Ohio
$117M +$19.5M +292,258 +20%
DC
172
Davenport & Co
Virginia
$117M +$1.54M +23,148 +1%
AC
173
Alleghany Corporation
New York
$116M – – –
HTC
174
Haverford Trust Company
Pennsylvania
$114M -$112K -1,678 -0.1%
BGC
175
Beutel, Goodman & Co
Ontario, Canada
$112M -$25.9M -511,140 -19%
5 6
7
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