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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 %
Artisan Partners
1926
Artisan Partners
Wisconsin
– -$17.1M -274,601 Closed
ASA
1927
Armstrong Shaw Associates
Connecticut
– -$13M -209,734 Closed
WAMC
1928
Western Asset Management Company
California
– -$11.8M -190,000 Closed
EA
1929
Euclid Advisors
Connecticut
– -$10.8M -173,040 Closed
ZA
1930
Zweig Advisers
Connecticut
– -$10.3M -161,000 Closed
SIC
1931
Salem Investment Counselors
North Carolina
– -$7.96M -128,062 Closed
AF
1932
Ally Financial
Michigan
– -$7.77M -125,000 Closed
PG
1933
PEAK6 Group
Illinois
– -$7.37M -118,589 Closed
BC
1934
Brookfield Corp
Ontario, Canada
– -$6.42M -103,300 Closed
CAM
1935
Centre Asset Management
New York
– -$5.99M -96,460 Closed
ECM
1936
Element Capital Management
New York
– -$4.23M -68,136 Closed
Simplex Trading
1937
Simplex Trading
Illinois
– -$4.01M -64,557 Closed
MLIM
1938
Mountain Lake Investment Management
Florida
– -$3.26M -52,500 Closed
ED
1939
Exane Derivatives
France
– -$3.03M -48,825 Closed
Fuller & Thaler Asset Management
1940
Fuller & Thaler Asset Management
California
– -$2.87M -46,100 Closed
PAM
1941
PT Asset Management
Illinois
– -$1.95M -31,400 Closed
SSG
1942
Summit Securities Group
New York
– -$1.89M -30,400 Closed
SCM
1943
Schneider Capital Management
Pennsylvania
– -$1.7M -27,347 Closed
HWM
1944
Heartwood Wealth Management
United Kingdom
– -$1.61M -25,956 Closed
PAIA
1945
Park Avenue Institutional Advisers
New York
– -$1.44M -23,143 Closed
LOAMU
1946
Lombard Odier Asset Management (USA)
New York
– -$1.34M -21,510 Closed
HJMC
1947
Hellman Jordan Management Company
Massachusetts
– -$1.19M -19,153 Closed
QC
1948
Quadrature Capital
United Kingdom
– -$1.15M -18,430 Closed
NO
1949
Ninety One
South Africa
– -$1.02M -16,641 Closed
NIT
1950
NumerixS Investment Technologies
British Columbia, Canada
– -$964K -15,509 Closed
76 77
78
79 80