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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 %
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$556M -$20.7M -239,695 -4%
Nordea Investment Management
77
Nordea Investment Management
Sweden
$545M -$37.3M -432,540 -6%
FMI
78
Fiduciary Management Inc
Wisconsin
$542M -$35.7M -414,024 -6%
Asset Management One
79
Asset Management One
Japan
$540M +$493M +5,714,838 +1,048%
Bank of Montreal
80
Bank of Montreal
Ontario, Canada
$534M -$252M -3,143,126 -32%
AAMU
81
Amundi Asset Management US
Massachusetts
$523M +$270M +3,134,519 +107%
RhumbLine Advisers
82
RhumbLine Advisers
Massachusetts
$521M +$16.8M +195,158 +3%
1832 Asset Management
83
1832 Asset Management
Ontario, Canada
$499M +$306M +3,983,260 +158%
Lord, Abbett & Co
84
Lord, Abbett & Co
New Jersey
$491M -$53.4M -618,676 -10%
BGIM
85
Brandywine Global Investment Management
Pennsylvania
$485M -$31.4M -363,362 -6%
AQR Capital Management
86
AQR Capital Management
Connecticut
$478M +$122M +1,411,214 +34%
O
87
OppenheimerFunds
New York
$460M -$81M -938,329 -15%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$457M +$1.97M +22,884 +0.4%
TP
89
Third Point
New York
$453M +$453M +5,250,000 New
BJ
90
BlackRock Japan
Japan
$451M +$6.78M +78,620 +2%
Adage Capital Partners
91
Adage Capital Partners
Massachusetts
$443M -$6.54M -75,800 -1%
Fayez Sarofim & Co
92
Fayez Sarofim & Co
Texas
$419M -$17.3M -200,156 -4%
HSBC Holdings
93
HSBC Holdings
United Kingdom
$414M +$27.9M +323,542 +7%
WT
94
Wellcome Trust
United Kingdom
$406M – – –
SOMRS
95
State of Michigan Retirement System
Michigan
$403M +$10.1M +117,160 +3%
Hotchkis & Wiley Capital Management
96
Hotchkis & Wiley Capital Management
California
$399M -$136M -1,577,136 -25%
DZ Bank
97
DZ Bank
Germany
$393M +$393M +4,556,294 New
Barclays
98
Barclays
United Kingdom
$384M +$72.1M +835,446 +23%
Swedbank
99
Swedbank
Sweden
$381M +$36.6M +423,743 +11%
Canada Life
100
Canada Life
Manitoba, Canada
$380M -$45.1M -520,667 -11%
2 3
4
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