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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.6B +$278M +4,174,823 +2%
State Street
2
State Street
Massachusetts
$10.5B +$444M +6,674,415 +4%
Capital World Investors
3
Capital World Investors
California
$7.41B +$112M +1,686,980 +2%
BIT
4
BlackRock Institutional Trust
California
$6.45B -$20.2M -303,392 -0.3%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$5.39B -$172M -2,583,313 -3%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$4.52B -$38.2M -574,284 -0.8%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$4.23B +$216M +3,245,749 +5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$3.65B -$378M -5,680,564 -9%
Bank of America
9
Bank of America
North Carolina
$3.48B +$48.3M +725,594 +1%
Northern Trust
10
Northern Trust
Illinois
$3.28B -$31.3M -470,578 -0.9%
BFA
11
BlackRock Fund Advisors
California
$2.97B +$126M +1,887,955 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$2.82B -$60.9M -913,962 -2%
Franklin Resources
13
Franklin Resources
California
$2.67B -$170M -2,555,909 -6%
Invesco
14
Invesco
Georgia
$2.4B -$41.3M -619,567 -2%
Ameriprise
15
Ameriprise
Minnesota
$2.35B -$64.1M -962,749 -3%
Morgan Stanley
16
Morgan Stanley
New York
$2.33B +$137M +2,050,455 +6%
Norges Bank
17
Norges Bank
Norway
$2.15B +$7.48M +117,533 +0.3%
BG
18
BlackRock Group
United Kingdom
$2.1B -$23.4M -351,651 -1%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.1B +$67M +1,007,658 +3%
Dodge & Cox
20
Dodge & Cox
California
$1.9B +$45.8M +688,070 +2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$1.84B +$47.3M +710,804 +3%
Barrow, Hanley, Mewhinney & Strauss
22
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.71B -$301M -4,513,511 -15%
Wells Fargo
23
Wells Fargo
California
$1.64B -$8.78M -131,898 -0.5%
Harris Associates
24
Harris Associates
Illinois
$1.63B -$118M -1,770,712 -7%
BA
25
BlackRock Advisors
Delaware
$1.63B -$112M -1,676,498 -6%
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