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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 %
JPMorgan Chase & Co
101
JPMorgan Chase & Co
New York
$379M -$25.9M -300,221 -6%
VOYA Investment Management
102
VOYA Investment Management
Georgia
$379M -$5.93M -68,706 -2%
Pzena Investment Management
103
Pzena Investment Management
New York
$376M -$50.9M -589,903 -12%
ECU
104
Egerton Capital (UK)
United Kingdom
$367M -$12.5M -144,870 -3%
RJA
105
Raymond James & Associates
Florida
$366M +$23.6M +273,394 +7%
Diamond Hill Capital Management
106
Diamond Hill Capital Management
Ohio
$365M -$50.8M -588,570 -12%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$359M -$30M -348,000 -8%
TD Asset Management
108
TD Asset Management
Ontario, Canada
$348M -$38.3M -444,353 -10%
Stifel Financial
109
Stifel Financial
Missouri
$348M +$9.68M +112,224 +3%
Credit Agricole
110
Credit Agricole
France
$328M +$6.85M +79,353 +2%
Acadian Asset Management
111
Acadian Asset Management
Massachusetts
$324M +$190M +2,204,055 +142%
Korea Investment Corp
112
Korea Investment Corp
South Korea
$321M +$29.8M +345,763 +10%
Citigroup
113
Citigroup
New York
$305M +$32.3M +373,897 +12%
US Bancorp
114
US Bancorp
Minnesota
$300M -$451K -5,222 -0.1%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$298M -$59.7M -691,440 -17%
SP
116
Sarasin & Partners
United Kingdom
$297M -$62M -718,623 -17%
USAA
117
United Services Automobile Association
Texas
$289M -$7.68M -88,995 -3%
TG
118
TCW Group
California
$284M -$3.66M -42,469 -1%
JHIU
119
Janus Henderson Investors US
Colorado
$283M -$16.7M -193,472 -6%
SO
120
STRS Ohio
Ohio
$281M -$3.88M -44,913 -1%
PAM
121
Panagora Asset Management
Massachusetts
$270M +$18.2M +210,848 +7%
BG
122
Bahl & Gaynor
Ohio
$266M -$9.51M -110,188 -3%
Chevy Chase Trust
123
Chevy Chase Trust
Maryland
$263M -$1.18M -13,652 -0.4%
Bessemer Group
124
Bessemer Group
New Jersey
$262M +$77M +892,848 +42%
Aviva
125
Aviva
United Kingdom
$262M +$6.29M +72,894 +2%
3 4
5
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