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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 %
ORI
1851
Oak Ridge Investments
Illinois
$365K +$517 +6 +0.1%
BC
1852
Blueport Capital
Texas
$365K +$365K +4,229 New
AA
1853
ALPS Advisors
Colorado
$365K +$365K +4,235 New
CFD
1854
Creative Financial Designs
Indiana
$364K +$364K +4,214 New
FAN
1855
Financial Advisors Network
California
$364K +$364K +4,200 New
TAM
1856
Trillium Asset Management
Massachusetts
$363K -$395K -4,574 -52%
DE
1857
Day & Ennis
Georgia
$362K +$10.4K +120 +3%
FAM
1858
Formidable Asset Management
Ohio
$361K -$4.74K -55 -1%
RWM
1859
Rench Wealth Management
Texas
$360K +$690 +8 +0.2%
ACM
1860
AUA Capital Management
Pennsylvania
$359K +$359K +4,165 New
SWK
1861
Stephen W. Kidder
$357K – – –
Squarepoint
1862
Squarepoint
New York
$356K +$356K +4,123 New
IIM
1863
Ironwood Investment Management
Massachusetts
$355K – – –
NED
1864
Nancy E. Dempze
$354K – – –
GC
1865
Gilbert & Cook
Iowa
$354K +$354K +4,097 New
RPAM
1866
Rhenman & Partners Asset Management
Sweden
$353K +$121K +1,399 +52%
RSVP
1867
Ramsay Stattman Vela & Price
Colorado
$351K -$34.1K -395 -9%
CCM
1868
Carlson Capital Management
Minnesota
$348K -$28.1K -326 -7%
SNBOSD
1869
Security National Bank of So Dak
Iowa
$346K – – –
CL
1870
Croft-Leominster
Maryland
$345K -$266K -4,000 Closed
HCM
1871
Harvey Capital Management
Florida
$345K – – –
IWA
1872
Intercontinental Wealth Advisors
Texas
$345K +$14.2K +165 +4%
SIM
1873
Sadoff Investment Management
Wisconsin
$342K -$30.2K -350 -8%
FPCP
1874
Fort Point Capital Partners
California
$341K -$213K -2,547 -38%
MA
1875
Marshwinds Advisory
Georgia
$341K -$37.2K -431 -10%
73 74
75
76 77