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
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 %
CPA
1901
Clear Perspective Advisors
Illinois
$314K +$314K +3,637 New
IHL
1902
Investment House LLC
California
$312K – – –
VCM
1903
Versant Capital Management
Arizona
$311K +$73.3K +851 +31%
CFS
1904
Commonwealth Financial Services
West Virginia
$309K -$4.77K -57 -2%
HWM
1905
Highwater Wealth Management
Colorado
$304K +$304K +3,518 New
TBA
1906
Train Babcock Advisors
New York
$304K +$304K +3,527 New
ACM
1907
Alta Capital Management
Utah
$303K -$43K -500 -12%
HF
1908
HRT Financial
New York
$303K – – –
RSA
1909
Robertson Stephens Advisors
California
$303K +$303K +3,507 New
ACM
1910
Alethea Capital Management
Washington
$302K -$43.1K -500 -13%
YMRC
1911
Yorktown Management & Research Company
Virginia
$302K – – –
GWS
1912
Glassman Wealth Services
Virginia
$301K +$37.2K +431 +14%
SFM
1913
Signature Financial Management
Virginia
$300K -$1.08M -12,472 -78%
TFF
1914
The Family Firm
Maryland
$297K -$5K -58 -2%
KFS
1915
Kurt F. Somerville
$297K – – –
VFPI
1916
Vantage Financial Partners (Illinois)
Illinois
$296K +$296K +3,424 New
HKIM
1917
Hayek Kallen Investment Management
Alabama
$294K +$1.64K +19 +0.6%
HHAM
1918
HITE Hedge Asset Management
Massachusetts
$293K – – –
LCM
1919
LVM Capital Management
Michigan
$291K -$112K -1,299 -28%
WRM
1920
Weybosset Research & Management
Rhode Island
$291K – – –
VHAM
1921
Van Hulzen Asset Management
California
$290K – – –
RWMH
1922
Riverpoint Wealth Management Holdings
Illinois
$289K +$289K +3,465 New
NG
1923
Northstar Group
New York
$287K +$517 +6 +0.2%
KP
1924
Keel Point
Alabama
$287K +$287K +3,329 New
PRS
1925
Pinkerton Retirement Specialists
Idaho
$286K -$3.62K -42 -1%
75 76
77
78 79