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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 %
CAM
1751
Covenant Asset Management
New Jersey
$530K +$530K +6,140 New
MIC
1752
Meridian Investment Counsel
California
$528K – – –
BFA
1753
Beaumont Financial Advisors
Massachusetts
$527K -$15.8K -183 -3%
AIA
1754
Allegis Investment Advisors
Idaho
$525K -$21.8K -252 -4%
UAS
1755
United Asset Strategies
New York
$524K -$10.8K -125 -2%
RA
1756
RFG Advisory
Alabama
$524K – – –
AP
1757
Atwood & Palmer
Missouri
$523K – – –
SAM
1758
SignalPoint Asset Management
Missouri
$520K +$4.31K +50 +0.8%
ACP
1759
Aveo Capital Partners
Colorado
$519K +$519K +6,012 New
BCM
1760
Bayesian Capital Management
New York
$518K +$518K +6,000 New
AF
1761
Aldebaran Financial
$517K -$258K -2,996 -33%
OWP
1762
Obermeyer Wealth Partners
Colorado
$508K – – –
PIM
1763
Provident Investment Management
Michigan
$506K – – –
ACM
1764
Aviance Capital Management
Florida
$505K -$1.49M -17,261 -75%
BA
1765
Broadview Advisors
Wisconsin
$505K – – –
RVPG
1766
Relative Value Partners Group
$502K – – –
CIP
1767
Capital Insight Partners
Arizona
$502K +$51.8K +600 +12%
MWP
1768
Moller Wealth Partners
$501K – – –
C
1769
CFO4Life
Texas
$499K +$84.6K +980 +20%
BCM
1770
Brookstone Capital Management
Illinois
$497K +$35.4K +411 +8%
SAM
1771
Sunnymeath Asset Management
New Jersey
$487K +$259K +3,000 +113%
PAG
1772
Pinnacle Advisory Group
Maryland
$486K +$29.1K +337 +6%
BAM
1773
Bruderman Asset Management
New York
$485K -$22.6K -262 -4%
SSA
1774
Schonfeld Strategic Advisors
New York
$483K +$147K +1,700 +44%
DAM
1775
Doheny Asset Management
California
$482K +$214K +2,480 +80%
69 70
71
72 73