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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 %
State of Wisconsin Investment Board
126
State of Wisconsin Investment Board
Wisconsin
$261M -$46.4M -537,246 -15%
EIG
127
EdgePoint Investment Group
Ontario, Canada
$259M -$49.8M -577,538 -16%
State of Tennessee, Department of Treasury
128
State of Tennessee, Department of Treasury
Tennessee
$249M -$36M -416,793 -13%
Retirement Systems of Alabama
129
Retirement Systems of Alabama
Alabama
$245M -$7.01M -81,237 -3%
FMI
130
Factory Mutual Insurance
Massachusetts
$241M -$9.07M -105,000 -4%
Ohio Public Employees Retirement System (OPERS)
131
Ohio Public Employees Retirement System (OPERS)
Ohio
$240M +$2.11M +23,133 +0.9%
IGIM
132
I.G. Investment Management
Manitoba, Canada
$239M -$90.3M -1,046,756 -27%
Brown Advisory
133
Brown Advisory
Maryland
$238M +$2.5M +28,974 +1%
NFA
134
Nationwide Fund Advisors
Ohio
$235M -$36M -416,861 -13%
Winslow Capital Management
135
Winslow Capital Management
Minnesota
$230M -$56.3M -652,208 -20%
Mawer Investment Management
136
Mawer Investment Management
Alberta, Canada
$229M -$9.54M -110,594 -4%
BWA
137
Brave Warrior Advisors
New York
$221M -$12M -139,095 -5%
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$219M +$8.15M +94,425 +4%
JFL
139
Jarislowsky, Fraser Ltd
Quebec, Canada
$218M +$10.2M +117,973 +5%
T
140
Thomaspartners
Massachusetts
$216M +$6.19M +71,748 +3%
KeyBank National Association
141
KeyBank National Association
Ohio
$214M -$369K -4,274 -0.2%
PI
142
PGGM Investments
Netherlands
$213M -$8.68M -100,635 -4%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$209M -$8.43M -97,692 -4%
M&T Bank
144
M&T Bank
New York
$207M +$899K +10,424 +0.4%
HFS
145
HL Financial Services
Kentucky
$207M +$10M +115,896 +5%
National Pension Service
146
National Pension Service
South Korea
$205M +$12.8M +148,747 +7%
SBAM
147
Santa Barbara Asset Management
California
$203M -$16.3M -188,385 -7%
PAMU
148
Pictet Asset Management (UK)
United Kingdom
$199M -$11M -127,336 -5%
GIA
149
Gateway Investment Advisers
Ohio
$195M -$15.4M -178,023 -7%
RFS
150
Rockefeller Financial Services
New York
$195M +$404K +4,687 +0.2%
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6
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