JPM icon

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 %
HA
151
Homestead Advisers
Virginia
$194M -$155K -1,800 -0.1%
Aristotle Capital Management
152
Aristotle Capital Management
California
$194M -$68.5K -794 -0%
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$193M +$7.13M +82,614 +4%
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$187M +$48K +556 +0%
Federated Hermes
155
Federated Hermes
Pennsylvania
$183M -$56.1M -650,293 -23%
Calamos Advisors
156
Calamos Advisors
Illinois
$183M -$13.7M -158,457 -7%
EAM
157
Edge Asset Management
Washington
$181M -$37.5M -435,153 -17%
CGT
158
Capital Guardian Trust
California
$178M +$34.7M +402,561 +24%
SCCM
159
Schafer Cullen Capital Management
New York
$175M -$43.4M -503,506 -20%
AII
160
AGF Investments Inc
Ontario, Canada
$174M -$1.27M -14,766 -0.7%
CI
161
Cincinnati Insurance
Ohio
$174M – – –
AAM
162
Aberdeen Asset Management
United Kingdom
$173M -$6.95M -80,586 -4%
Canada Pension Plan Investment Board
163
Canada Pension Plan Investment Board
Ontario, Canada
$173M -$187M -2,170,067 -52%
CI Investments Inc
164
CI Investments Inc
Ontario, Canada
$171M +$171M +1,977,904 New
RFC
165
Regions Financial Corp
Alabama
$168M -$5.28M -61,203 -3%
VFA
166
Virtus Fund Advisers
Connecticut
$168M +$34.4M +398,410 +26%
GT
167
Glenmede Trust
Pennsylvania
$166M -$8.23M -95,395 -5%
WHG
168
Westwood Holdings Group
Texas
$162M -$23.4M -270,646 -13%
Coatue Management
169
Coatue Management
New York
$162M +$162M +1,877,494 New
SEI Investments
170
SEI Investments
Pennsylvania
$161M +$24.9M +288,697 +18%
Luther King Capital Management (LKCM)
171
Luther King Capital Management (LKCM)
Texas
$157M +$18.9M +218,896 +14%
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$156M -$5.2M -60,243 -3%
SI
173
Sentry Investments
Ontario, Canada
$156M -$40.6M -470,700 -21%
LCS
174
Levin Capital Strategies
New York
$156M -$32M -371,141 -17%
AAMU
175
AEGON Asset Management (UK)
United Kingdom
$156M -$4.61M -53,368 -3%
5 6
7
8 9