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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 %
JGIA
1976
Jackson Grant Investment Advisers
Connecticut
$221K +$1.21K +14 +0.5%
LCM
1977
Lucas Capital Management
New Jersey
$219K +$219K +2,537 New
IP
1978
Isthmus Partners
Wisconsin
$218K +$162K +1,884 +293%
HP
1979
Hartree Partners
New York
$218K +$218K +2,530 New
VCM
1980
Vigilant Capital Management
Maine
$217K -$1.56K -18 -0.7%
ROC
1981
River Oaks Capital
Minnesota
$216K +$216K +2,500 New
SRCM
1982
Swift Run Capital Management
Virginia
$216K +$216K +2,501 New
WCM
1983
Wallace Capital Management
Texas
$213K +$213K +2,468 New
CCM
1984
Colorado Capital Management
Colorado
$213K +$213K +2,474 New
GRP
1985
Global Retirement Partners
California
$212K +$212K +2,452 New
VCP
1986
Vista Capital Partners
Oregon
$212K +$212K +2,460 New
FNBOH
1987
First National Bank of Hutchinson
Kansas
$210K +$210K +2,430 New
SIG
1988
Sky Investment Group
Connecticut
$209K -$80K -929 -28%
WCM
1989
Weatherstone Capital Management
Colorado
$209K +$209K +2,424 New
FCIM
1990
Fairview Capital Investment Management
California
$208K +$208K +2,405 New
FGP
1991
Foyston, Gordon, & Payne
Ontario, Canada
$207K -$62.9K -730 -23%
B
1992
Brightworth
Georgia
$206K +$206K +2,392 New
MWM
1993
Mascoma Wealth Management
New Hampshire
$204K +$204K +2,367 New
BMCM
1994
Bryn Mawr Capital Management
Pennsylvania
$204K +$204K +2,367 New
AF
1995
Allworth Financial
California
$202K +$4.05K +47 +2%
HS
1996
Huntington Steele
Pennsylvania
$202K +$202K +2,340 New
VIA
1997
Vantage Investment Advisors
Pennsylvania
$200K -$15.4K -179 -7%
CLM
1998
ClearBridge LLC (Maryland)
Maryland
$200K – – –
SCA
1999
Stuart Chaussee & Associates
California
$194K +$86.2K +1,000 +80%
CMBA
2000
C.M. Bidwell & Associates
Hawaii
$192K +$192K +2,230 New
78 79
80
81 82