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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 %
HIMCH
251
Hartford Investment Management Co (HIMCO)
Connecticut
$78.7M +$220K +2,549 +0.3%
Nomura Asset Management
252
Nomura Asset Management
Japan
$77.8M -$15.4M -178,575 -17%
Skandinaviska Enskilda Banken (SEB)
253
Skandinaviska Enskilda Banken (SEB)
Sweden
$77.8M +$25.3M +292,682 +48%
BCM
254
Becker Capital Management
Oregon
$77M -$3.18M -36,837 -4%
ASRS
255
Arizona State Retirement System
Arizona
$76.3M -$414K -4,800 -0.5%
VRS
256
Virginia Retirement Systems
Virginia
$76.2M – – –
IG
257
ING Group
Netherlands
$75.3M -$33.8M -392,955 -31%
CLOS
258
Compagnie Lombard Odier SCmA
Switzerland
$74.5M -$6.93M -80,290 -9%
Mackenzie Financial
259
Mackenzie Financial
Ontario, Canada
$74.5M +$70.6M +817,703 +1,778%
EDRH
260
Edmond de Rothschild Holding
Switzerland
$74.4M -$6.79M -78,744 -8%
GG
261
Gofen & Glossberg
Illinois
$73.6M -$1.09M -12,665 -1%
Mitsubishi UFJ Asset Management
262
Mitsubishi UFJ Asset Management
Japan
$73.3M +$18.7M +214,261 +34%
Envestnet Asset Management
263
Envestnet Asset Management
Illinois
$72.4M -$1.29M -15,004 -2%
OCAM
264
Onex Canada Asset Management
Ontario, Canada
$72.3M -$2.13M -24,675 -3%
EIM
265
ExxonMobil Investment Management
Texas
$71.5M -$8.11M -94,020 -10%
FRAF
266
Första AP-fonden
Sweden
$71.2M -$16M -185,000 -18%
JIR
267
James Investment Research
Ohio
$69.9M +$4.96M +57,522 +8%
FIM
268
Foresters Investment Management
New York
$68.9M -$1.52M -17,500 -2%
JAM
269
Jupiter Asset Management
United Kingdom
$68.7M +$19.7M +228,107 +40%
CGM
270
Capital Growth Management
Massachusetts
$68.6M -$17.3M -200,000 -20%
Public Sector Pension Investment Board (PSP Investments)
271
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$68.3M -$1.65M -19,100 -2%
PMG
272
Private Management Group
California
$67.5M -$5.7M -66,107 -8%
CIBC World Market
273
CIBC World Market
Ontario, Canada
$67.3M +$12.5M +144,585 +23%
FAF
274
Fjarde Ap-fonden
Sweden
$67.1M -$7.67M -88,883 -10%
GTP
275
Global Thematic Partners
New York
$66.7M -$119M -1,377,805 -64%
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