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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 %
RDM
1951
Retirement Design & Management
Connecticut
– -$962K -15,480 Closed
LCM
1952
Laurion Capital Management
New York
– -$953K -15,335 Closed
LOAMS
1953
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$908K -14,618 Closed
Handelsbanken Fonder
1954
Handelsbanken Fonder
Sweden
– -$740K -11,909 Closed
LMAM
1955
Legg Mason Asset Management
Japan
– -$703K -11,300 Closed
TBAM
1956
True Bearing Asset Management
California
– -$691K -11,121 Closed
SAS
1957
Stelac Advisory Services
New York
– -$577K -9,285 Closed
ZDA
1958
Zweig-DiMenna Associates
New York
– -$472K -7,600 Closed
AGA
1959
Accuvest Global Advisors
Utah
– -$451K -7,264 Closed
TNB
1960
Thomasville National Bank
Georgia
– -$445K -7,158 Closed
CA
1961
Cornerstone Advisors
North Carolina
– -$435K -7,000 Closed
NCM
1962
Northroad Capital Management
New York
– -$397K -6,396 Closed
HI
1963
HBK Investments
Texas
– -$339K -5,455 Closed
LCM
1964
Lucas Capital Management
New Jersey
– -$313K -5,037 Closed
MTC
1965
McDaniel Terry & Co
Texas
– -$293K -4,710 Closed
LCP
1966
Lombardia Capital Partners
California
– -$258K -4,146 Closed
TGI
1967
Tradewinds Global Investors
California
– -$250K -4,037 Closed
QC
1968
QCM Cayman
Texas
– -$242K -3,900 Closed
TFCP
1969
Twin Focus Capital Partners
Massachusetts
– -$226K -3,639 Closed
MWM
1970
Merriman Wealth Management
Washington
– -$220K -3,533 Closed
TA
1971
Teton Advisors
New York
– -$211K -3,400 Closed
UBV
1972
United Bank (Virginia)
Virginia
– -$209K -3,373 Closed
NPPM
1973
North Point Portfolio Managers
Ohio
– -$209K -3,368 Closed
CCM
1974
Cutler Capital Management
Massachusetts
– -$155 -2,500 Closed
GS
1975
GAM Systematic
United Kingdom
– -$43K -692 Closed
76 77 78
79
80