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JPMorgan Chase
JPM

Overview Fund Activity

2,084 hedge funds and large institutions have $233B invested in JPMorgan Chase in 2016 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 663 increasing their positions, 975 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,084
Holders Change
+166
Holders Change %
+8.65%
% of All Funds
52.18%
Holding in Top 10
617
Holding in Top 10 Change
+236
Holding in Top 10 Change %
+61.94%
% of All Funds
15.45%
New
263
Increased
663
Reduced
975
Closed
62
Calls
$4.8B
Puts
$5.15B
Net Calls
-$342M
Net Calls Change
-$788M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$2.71B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$8.33B
3
State Street
State Street
Massachusetts
$14.6B
4
Jennison Associates
Jennison Associates
New York
$1.1B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$6.09B

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$1.55B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$4.17B
3
Deutsche Bank
Deutsche Bank
Germany
$911M
4
Invesco
Invesco
Georgia
$2.64B
5
Franklin Resources
Franklin Resources
California
$3.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
226
Element Capital Management
New York
$96M +$96M +1,112,839 New
GIBU
227
Gulf International Bank (UK)
United Kingdom
$95.4M -$610K -7,075 -0.6%
Los Angeles Capital Management
228
Los Angeles Capital Management
California
$93M +$26.5M +306,953 +40%
TPSF
229
Texas Permanent School Fund
Texas
$92.5M -$3.49M -40,452 -4%
CCM
230
Cullen Capital Management
New York
$91.9M -$22.9M -264,865 -20%
CB
231
Commerce Bank
Missouri
$91.2M +$1.25M +14,498 +1%
William Blair & Company
232
William Blair & Company
Illinois
$90.6M +$15.4M +178,603 +20%
SCM
233
Sirios Capital Management
Massachusetts
$90.5M +$90.5M +1,048,803 New
ERSOT
234
Employees Retirement System of Texas
Texas
$90M -$10.6M -122,800 -11%
ZIM
235
Zacks Investment Management
Illinois
$89.8M -$12.1M -140,362 -12%
SWITC
236
Stewart West Indies Trading Company
Colorado
$88.7M – – –
SDIC
237
South Dakota Investment Council
South Dakota
$88.4M -$18.8M -218,369 -18%
ECA
238
Endeavour Capital Advisors
Connecticut
$88.2M -$130K -1,503 -0.1%
BAPIM
239
British Airways Pensions Investment Management
United Kingdom
$88M -$8.53M -98,884 -9%
BTW
240
Boston Trust Walden
Massachusetts
$87.4M -$185K -2,145 -0.2%
ProShare Advisors
241
ProShare Advisors
Maryland
$84.3M +$11.2M +130,075 +15%
SCM
242
Snow Capital Management
Pennsylvania
$84.2M -$5.97M -69,230 -7%
TGA
243
Trilogy Global Advisors
Florida
$82.1M -$5.52M -63,934 -6%
PC
244
Polar Capital
United Kingdom
$82M -$20.6M -239,168 -20%
Janus Henderson Group
245
Janus Henderson Group
United Kingdom
$80.9M -$3.78M -43,730 -4%
Kovitz Investment Group Partners
246
Kovitz Investment Group Partners
Illinois
$80.8M -$1.56M -18,031 -2%
GI
247
GAMCO Investors
Connecticut
$80.2M -$2.09M -24,263 -3%
Macquarie Group
248
Macquarie Group
Australia
$79.7M +$18.5M +213,968 +30%
Victory Capital Management
249
Victory Capital Management
Texas
$79.4M -$35.8M -415,216 -31%
AACR
250
ACR Alpine Capital Research
Missouri
$79.3M -$76M -881,094 -49%
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