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JPMorgan Chase

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.55% more ownership

Funds ownership: 73.83%75.38% (+1.6%)

7% less call options, than puts

Call options by funds: $4.8B | Put options by funds: $5.15B

32% less repeat investments, than reductions

Existing positions increased: 663 | Existing positions reduced: 975

Holders
2,084
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
617
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$4.8B
Puts
$5.15B
Net Calls
Net Calls Change

Top Buyers

1 +$1.51B
2 +$1.36B
3 +$1.02B
4
Jennison Associates
Jennison Associates
New York
+$651M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$614M

Top Sellers

1 -$561M
2 -$558M
3 -$485M
4
Invesco
Invesco
Georgia
-$467M
5
Franklin Resources
Franklin Resources
California
-$438M
Name Holding Trade Value Shares
Change
Change in
Stake
1976
$221K
1977
$219K
1978
$218K
1979
$218K
1980
$217K
1981
$216K
1982
$216K
1983
$213K
1984
$213K
1985
$212K
1986
$212K
1987
$210K
1988
$209K
1989
$209K
1990
$208K
1991
$207K
1992
$206K
1993
$204K
1994
$204K
1995
$202K
1996
$202K
1997
$200K
1998
$200K
1999
$194K
2000
$192K