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

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.55B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$4.17B
3
Deutsche Bank
3
Deutsche Bank
Germany
$911M
4
Invesco
4
Invesco
Georgia
$2.64B
5
Franklin Resources
5
Franklin Resources
California
$3.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
Boston Partners
26
Boston Partners
Massachusetts
$1.9B -$193M -2,242,123 -9%
Barrow, Hanley, Mewhinney & Strauss
27
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.9B -$313M -3,624,629 -14%
LPU
28
Lansdowne Partners (UK)
United Kingdom
$1.83B -$237M -2,750,830 -11%
Goldman Sachs
29
Goldman Sachs
New York
$1.71B +$375M +4,349,279 +28%
Harris Associates
30
Harris Associates
Illinois
$1.55B -$561M -6,499,015 -27%
TCIM
31
TIAA CREF Investment Management
New York
$1.51B +$145M +1,683,186 +11%
Legal & General Group
32
Legal & General Group
United Kingdom
$1.47B -$4.88M -56,593 -0.3%
DSA
33
Davis Selected Advisers
Arizona
$1.45B -$12.3M -142,284 -0.8%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$1.43B -$52.7M -610,273 -4%
BIM
35
BlackRock Investment Management
Delaware
$1.41B -$91.2M -1,056,891 -6%
Capital International Investors
36
Capital International Investors
California
$1.23B -$28.4M -329,039 -2%
Fisher Asset Management
37
Fisher Asset Management
Washington
$1.2B +$4.45M +51,555 +0.4%
UBS AM
38
UBS AM
Illinois
$1.12B -$23.3M -270,588 -2%
LSV Asset Management
39
LSV Asset Management
Illinois
$1.12B -$73.7M -853,637 -6%
UBS Group
40
UBS Group
Switzerland
$1.12B +$46M +532,765 +4%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$1.12B -$12M -139,178 -1%
Jennison Associates
42
Jennison Associates
New York
$1.1B +$651M +7,546,146 +146%
Eagle Capital Management (New York)
43
Eagle Capital Management (New York)
New York
$1.09B -$76.4M -885,234 -7%
AllianceBernstein
44
AllianceBernstein
Tennessee
$1.06B +$7.34M +85,104 +0.7%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.03B -$137M -1,587,603 -12%
Charles Schwab
46
Charles Schwab
California
$983M +$34.9M +403,883 +4%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$972M -$46.3M -536,029 -5%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$968M -$25M -289,151 -3%
EVM
49
Eaton Vance Management
Massachusetts
$939M +$17.5M +202,919 +2%
Prudential Financial
50
Prudential Financial
New Jersey
$931M -$13.7M -158,210 -1%
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