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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 %
CCM
1876
Cribstone Capital Management
Maine
$341K -$585 -7 -0.2%
SFS
1877
Summit Financial Strategies
Ohio
$340K +$26.7K +309 +9%
RWM
1878
RKL Wealth Management
Pennsylvania
$339K +$339K +3,931 New
CIAS
1879
Capital Investment Advisory Services
North Carolina
$338K +$338K +3,914 New
VWM
1880
Vector Wealth Management
Minnesota
$336K -$28.7K -332 -8%
FC
1881
Financial Consulate
Maryland
$336K – – –
KPCM
1882
Kings Point Capital Management
New York
$336K – – –
FCMC
1883
Founders Capital Management (Connecticut)
Connecticut
$335K +$1.98K +23 +0.6%
JSL
1884
JT Stratford LLC
Georgia
$334K +$334K +3,874 New
MFW
1885
Mosaic Family Wealth
Missouri
$333K -$657K -7,610 -66%
SS
1886
Simplicity Solutions
Minnesota
$333K +$11.9K +138 +4%
DWM
1887
Darwin Wealth Management
Florida
$331K +$1.38K +16 +0.4%
SFG
1888
SNS Financial Group
Minnesota
$330K +$330K +3,830 New
RG
1889
Rikoon Group
New Mexico
$329K +$52.1K +599 +19%
AAP
1890
Arax Advisory Partners
Colorado
$329K +$329K +3,818 New
HPIA
1891
Hamilton Point Investment Advisors
North Carolina
$328K – – –
RFA
1892
Reilly Financial Advisors
California
$327K +$116K +1,348 +55%
AMCA
1893
Arthur M. Cohen & Associates
Illinois
$327K +$327K +3,792 New
CC
1894
Cornerstone Capital
California
$326K – – –
MWM
1895
Modera Wealth Management
New Jersey
$326K +$39.7K +461 +14%
CWM
1896
Cranbrook Wealth Management
Michigan
$324K +$51.8K +600 +19%
EA
1897
Elm Advisors
California
$323K -$23.8K -275 -7%
MMA
1898
Miracle Mile Advisors
California
$318K +$318K +3,686 New
AWM
1899
AE Wealth Management
Kansas
$317K +$317K +3,679 New
CIA
1900
Cascade Investment Advisors
Oregon
$315K +$315K +3,656 New
74 75
76
77 78