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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 %
UIM
176
USS Investment Management
United Kingdom
$155M – – –
NIMC
177
NWQ Investment Management Company
California
$155M -$10.5M -121,930 -6%
CM
178
Corvex Management
New York
$154M +$71.7M +831,334 +87%
DC
179
Davenport & Co
Virginia
$151M -$636K -7,373 -0.4%
HNB
180
Huntington National Bank
Ohio
$151M -$1.38M -16,038 -0.9%
AC
181
Alleghany Corporation
New York
$151M – – –
Loomis, Sayles & Company
182
Loomis, Sayles & Company
Massachusetts
$150M -$18.6M -216,058 -11%
HTC
183
Haverford Trust Company
Pennsylvania
$145M -$2.15M -24,859 -1%
Nuveen Asset Management
184
Nuveen Asset Management
Illinois
$144M +$19.4M +225,280 +16%
BCIM
185
British Columbia Investment Management
British Columbia, Canada
$143M +$20.3M +235,633 +17%
ACI
186
AMP Capital Investors
Australia
$143M -$961K -11,193 -0.7%
GA
187
Geneva Advisors
Illinois
$141M -$2.05M -23,732 -1%
RCAMU
188
Rothschild & Co Asset Management US
Connecticut
$137M +$47.1M +546,179 +52%
OTPPB
189
Ontario Teachers' Pension Plan Board
Ontario, Canada
$137M +$15.2M +176,705 +13%
KBC Group
190
KBC Group
Belgium
$135M +$34.3M +397,456 +34%
KSCM
191
Key Square Capital Management
Connecticut
$134M +$134M +1,554,827 New
SCM
192
Suvretta Capital Management
New York
$134M +$134M +1,553,400 New
EIP
193
Epoch Investment Partners
New York
$134M +$134M +1,549,862 New
Caisse de Depot et Placement du Quebec (CDPQ)
194
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$133M -$75.5M -875,900 -36%
JPMPWA
195
J.P. Morgan Private Wealth Advisors
California
$132M +$4.28M +49,616 +3%
Axa
196
Axa
France
$132M +$29M +336,208 +28%
AG
197
Aperio Group
California
$132M -$5.34M -61,872 -4%
CCMH
198
Cornerstone Capital Management Holdings
New York
$130M -$8.7M -100,849 -6%
SCM
199
Smead Capital Management
Arizona
$126M -$17M -197,116 -12%
EAM
200
Eagle Asset Management
Florida
$126M +$1.16M +13,424 +0.9%
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