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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
Fiduciary Management Inc
Wisconsin
$446M
2
State Street
State Street
Massachusetts
$10.5B
3
Vanguard Group
Vanguard Group
Pennsylvania
$15.6B
4
CS
Credit Suisse
Switzerland
$788M
5
Capital Research Global Investors
Capital Research Global Investors
California
$927M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$3.65B
2
GE
General Electric
Ohio
$0
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B
4
Deutsche Bank
Deutsche Bank
Germany
$1.08B
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$278M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGT
176
Capital Guardian Trust
California
$111M -$5.73M -86,121 -5%
GA
177
Geneva Advisors
Illinois
$111M -$1.25M -18,796 -1%
SCM
178
Smead Capital Management
Arizona
$110M -$6.85M -102,864 -6%
ACI
179
AMP Capital Investors
Australia
$110M +$4.39M +66,810 +4%
Grantham, Mayo, Van Otterloo & Co (GMO)
180
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$108M -$105M -1,582,703 -49%
CCMH
181
Cornerstone Capital Management Holdings
New York
$107M -$5.09M -76,470 -5%
Luther King Capital Management (LKCM)
182
Luther King Capital Management (LKCM)
Texas
$107M +$2.21M +33,119 +2%
AG
183
Aperio Group
California
$106M +$8.5M +127,607 +9%
SEI Investments
184
SEI Investments
Pennsylvania
$105M +$15.8M +236,901 +18%
Acadian Asset Management
185
Acadian Asset Management
Massachusetts
$103M +$82.8M +1,242,826 +400%
VFA
186
Virtus Fund Advisers
Connecticut
$103M -$5.35M -80,415 -5%
JPMPWA
187
J.P. Morgan Private Wealth Advisors
California
$98.9M +$4.63M +69,531 +5%
Nuveen Asset Management
188
Nuveen Asset Management
Illinois
$96.2M -$16.3M -244,978 -14%
EAM
189
Eagle Asset Management
Florida
$96.1M +$3.02M +45,361 +3%
AIG
190
American International Group
New York
$96.1M +$11.3M +169,256 +13%
BCIM
191
British Columbia Investment Management
British Columbia, Canada
$94.9M -$18M -269,942 -16%
JWBC
192
John W. Bristol & Co
New York
$94.7M -$2.81M -42,197 -3%
OTPPB
193
Ontario Teachers' Pension Plan Board
Ontario, Canada
$94.1M +$48.4M +726,762 +106%
SB
194
Suntrust Banks
Georgia
$92.4M -$109K -1,635 -0.1%
FI
195
Focused Investors
California
$91.6M -$979K -14,700 -1%
TRSOTSOK
196
Teachers Retirement System of the State of Kentucky
Kentucky
$90.1M +$1.02M +15,321 +1%
Victory Capital Management
197
Victory Capital Management
Texas
$88.9M +$78.1M +1,172,441 +722%
CCM
198
Cullen Capital Management
New York
$88.6M +$133K +1,990 +0.1%
ASC
199
Atalanta Sosnoff Capital
New York
$88.5M +$1.06M +15,856 +1%
DekaBank Deutsche Girozentrale
200
DekaBank Deutsche Girozentrale
Germany
$88.3M +$3.9M +59,310 +5%
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