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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 %
EIA
1926
Edgemoor Investment Advisors
Maryland
$283K -$36.9K -427 -12%
LCP
1927
Legacy Capital Partners
Wisconsin
$282K +$282K +3,260 New
RT
1928
Reliance Trust
Georgia
$280K – – –
MCM
1929
Millie Capital Management
California
$280K – – –
CWM
1930
CMH Wealth Management
New Hampshire
$277K +$277K +3,300 New
EP
1931
Elkhorn Partners
Nebraska
$276K -$285K -3,300 -51%
GS
1932
Girard Securities
California
$276K +$276K +3,195 New
HC
1933
Hourglass Capital
Texas
$276K +$276K +3,200 New
AMG
1934
Asset Management Group
Connecticut
$275K +$1.9K +22 +0.7%
WI
1935
Wedgewood Investors
Pennsylvania
$271K -$25.9K -300 -9%
CYG
1936
Clean Yield Group
Vermont
$270K +$23.3K +270 +9%
WI
1937
WrapManager Inc
California
$269K -$1.12K -13 -0.4%
AIA
1938
AIMZ Investment Advisors
California
$268K – – –
CAS
1939
Cue Advisory Services
Arizona
$268K +$268K +3,102 New
TCOO
1940
Trust Company of Oklahoma
Oklahoma
$267K – – –
SCA
1941
Salient Capital Advisors
Texas
$266K -$87.4K -1,012 -25%
AIP
1942
Almanack Investment Partners
Pennsylvania
$266K +$266K +3,077 New
AIS
1943
American Investment Services
Massachusetts
$264K +$264K +3,063 New
GLA
1944
Good Life Advisors
Pennsylvania
$263K +$263K +3,030 New
I2I
1945
Insight 2811 Inc
Illinois
$262K -$173K -1,997 -40%
BJ
1946
Brouwer & Janachowski
California
$262K -$34.9K -404 -12%
AAC
1947
Asset Advisors Corp
Georgia
$262K +$156K +1,800 +146%
VIMU
1948
Veritas Investment Management (UK)
United Kingdom
$261K – – –
GAM
1949
Gemmer Asset Management
California
$260K +$7.75K +90 +3%
BII
1950
Bainco International Investors
Massachusetts
$260K +$260K +3,013 New
76 77
78
79 80