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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 %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$930M -$17.9M -207,794 -2%
Deutsche Bank
52
Deutsche Bank
Germany
$911M -$485M -5,618,773 -35%
AL
53
AJO LP
Pennsylvania
$861M -$28.5M -330,150 -3%
PPA
54
Parametric Portfolio Associates
Washington
$811M -$3.92M -45,372 -0.5%
Allianz Asset Management
55
Allianz Asset Management
Germany
$808M -$208M -2,414,215 -21%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$791M -$63.7M -738,000 -7%
American Century Companies
57
American Century Companies
Missouri
$778M +$218M +2,527,210 +39%
WRF
58
Waddell & Reed Financial
Kansas
$741M -$26.2M -303,096 -3%
AIM
59
abrdn Investment Management
United Kingdom
$739M +$35.7M +413,803 +5%
Sanders Capital
60
Sanders Capital
Florida
$736M -$65.7M -761,755 -8%
PI
61
Putnam Investments
Massachusetts
$728M -$6.62M -76,757 -0.9%
Principal Financial Group
62
Principal Financial Group
Iowa
$728M -$52.5M -608,363 -7%
TA
63
Teachers Advisors
New York
$718M +$65.9M +764,019 +10%
BlackRock
64
BlackRock
New York
$705M +$22.6M +261,691 +3%
Schroder Investment Management Group
65
Schroder Investment Management Group
United Kingdom
$691M -$229M -2,653,924 -25%
CS
66
Credit Suisse
Switzerland
$684M -$336M -3,895,426 -33%
ClearBridge Investments
67
ClearBridge Investments
New York
$677M -$9.64M -111,728 -1%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$674M -$17.3M -200,600 -3%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$654M +$654M +7,618,562 New
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$653M -$35.8M -414,602 -5%
GA
71
Greenhaven Associates
New York
$652M -$20.4M -236,713 -3%
Fidelity International
72
Fidelity International
Bermuda
$636M +$18.2M +211,295 +3%
TIM
73
Thornburg Investment Management
New Mexico
$632M -$87.1M -1,009,698 -12%
APG Asset Management
74
APG Asset Management
Netherlands
$626M -$81.7M -998,608 -12%
PP
75
Prudential plc
United Kingdom
$558M -$83.6M -969,103 -13%
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