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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 %
RWA
1801
RGT Wealth Advisors
Texas
$448K +$53.4K +619 +14%
SS
1802
Sunbelt Securities
Texas
$444K -$262K -3,032 -37%
OSAM
1803
O'Shaughnessy Asset Management
Connecticut
$442K +$432K +5,013 +4,476%
SM
1804
Sciencast Management
New Jersey
$441K -$559K -6,476 -56%
DDC
1805
DF Dent & Co
Maryland
$440K -$5K -58 -1%
OAM
1806
Oberweis Asset Management
Illinois
$439K -$26.3K -305 -6%
WDA
1807
Wendell David Associates
New Hampshire
$439K – – –
Cerity Partners
1808
Cerity Partners
New York
$436K +$436K +5,051 New
NYLT
1809
New York Life Trust
New York
$433K -$21K -243 -5%
BHA
1810
Beech Hill Advisors
New York
$433K – – –
FWM
1811
Focused Wealth Management
New York
$432K -$265K -3,068 -38%
FWP
1812
FAS Wealth Partners
Kansas
$431K +$431K +4,992 New
CP
1813
Camelot Portfolios
Ohio
$425K -$9.91K -115 -2%
RIG
1814
Renaissance Investment Group
Massachusetts
$425K +$425K +4,924 New
LI
1815
LVZ Inc
Michigan
$423K +$17.4K +202 +4%
FVP
1816
Firefly Value Partners
Pennsylvania
$423K +$423K +4,905 New
WG
1817
Welch Group
Alabama
$420K -$192K -2,227 -31%
BWP
1818
BSW Wealth Partners
Colorado
$420K +$392K +4,541 +1,410%
FIG
1819
FundX Investment Group
California
$416K – – –
MCM
1820
MV Capital Management
Maryland
$416K +$26.4K +306 +7%
CHP
1821
Cable Hill Partners
Oregon
$413K -$43.9K -508 -10%
BWM
1822
Baystate Wealth Management
Massachusetts
$412K +$23.2K +267 +6%
BOS
1823
Bingham Osborn & Scarborough
California
$408K -$2.67K -31 -0.7%
IC
1824
Intersect Capital
California
$406K -$11K -127 -3%
LA
1825
Lynch & Associates
Indiana
$406K +$406K +4,709 New
71 72
73
74 75