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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
1
Capital Research Global Investors
California
$2.71B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$8.33B
3
State Street
3
State Street
Massachusetts
$14.6B
4
Jennison Associates
4
Jennison Associates
New York
$1.1B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$6.09B

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$1.55B
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$4.17B
3
Deutsche Bank
3
Deutsche Bank
Germany
$911M
4
Invesco
4
Invesco
Georgia
$2.64B
5
Franklin Resources
5
Franklin Resources
California
$3.03B
Name Holding Trade Value Shares
Change 		Shares
Change %
DMC
1951
Drexel Morgan & Co
Pennsylvania
$259K – – –
GS
1952
GAM Systematic
United Kingdom
$255K +$255K +2,954 New
JC
1953
Jacobs & Co
California
$254K +$254K +2,946 New
ST
1954
Sabal Trust
Florida
$253K -$60.4K -700 -19%
JC
1955
Jentner Corp
Ohio
$253K +$253K +2,937 New
SIG
1956
Stanford Investment Group
California
$252K +$173 +2 +0.1%
JMFC
1957
J.M. Forbes & Co
Massachusetts
$250K +$250K +2,898 New
PCM
1958
Pointe Capital Management
Michigan
$245K -$194K -2,243 -44%
SIA
1959
Starfire Investment Advisers
Michigan
$245K +$245K +2,840 New
ZIG
1960
Zuckerman Investment Group
Illinois
$244K +$244K +2,831 New
DSAM
1961
Dock Street Asset Management
Florida
$243K +$243K +2,819 New
CA
1962
Capital Advantage
California
$242K +$242K +2,807 New
TSS
1963
Thomas Story & Son
Indiana
$240K +$240K +2,782 New
EWM
1964
Empirical Wealth Management
Washington
$236K +$236K +2,737 New
ARMC
1965
American Research & Management Company
Massachusetts
$235K -$34.5K -400 -13%
HCA
1966
Heck Capital Advisors
Wisconsin
$234K +$234K +2,717 New
PCTC
1967
Perkins Coie Trust Company
Washington
$231K +$44K +509 +24%
SFM
1968
Signet Financial Management
New Jersey
$231K +$231K +2,677 New
H
1969
Hexavest
Quebec, Canada
$230K -$2.08M -24,062 -90%
MIC
1970
MU Investments Company
Japan
$230K -$106K -1,230 -31%
NPPM
1971
North Point Portfolio Managers
Ohio
$227K +$227K +2,636 New
TIM
1972
Total Investment Management
Arizona
$225K +$225K +2,604 New
ICM
1973
IMS Capital Management
Oregon
$224K +$224K +2,600 New
FMP
1974
Financial Management Professionals
Texas
$223K -$45.6K -529 -17%
PFGIA
1975
Patriot Financial Group Insurance Agency
Massachusetts
$223K +$223K +2,663 New
77 78
79
80 81