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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 %
TCCM
2001
Timber Creek Capital Management
Massachusetts
$191K – – –
AOWM
2002
Alpha Omega Wealth Management
Virginia
$191K +$82K +950 +75%
AIS
2003
Accurate Investment Solutions
Pennsylvania
$190K +$65K +755 +52%
SC
2004
SRB Corp
Massachusetts
$189K -$15.3K -178 -7%
CFA
2005
CT Financial Advisors
Pennsylvania
$189K – – –
MUS
2006
Mitsubishi UFJ Securities
Japan
$183K +$94.1K +1,090 +106%
BC
2007
Barnett & Company
Tennessee
$180K -$43.1K -500 -19%
TCM
2008
Tradewinds Capital Management
Washington
$173K -$14.8K -171 -8%
BL
2009
Balentine LLC
Georgia
$164K -$863 -10 -0.5%
PCC
2010
Park Circle Company
Maryland
$164K – – –
WA
2011
Winfield Associates
Ohio
$162K +$4.58K +53 +3%
PFS
2012
Physicians Financial Services
North Carolina
$156K +$50.3K +784 +48%
VCM
2013
Violich Capital Management
California
$155K +$155K +1,773 New
TCM
2014
Tanaka Capital Management
New York
$149K – – –
MWM
2015
MinichMacGregor Wealth Management
New York
$146K -$429 -5 -0.3%
HTHT
2016
Hemenway Trust Hemenway Trust
New Hampshire
$146K +$146K +1,689 New
BA
2017
BCM Advisors
Louisiana
$145K +$145K +1,680 New
EF
2018
Empirical Finance
Pennsylvania
$144K +$144K +1,668 New
RPG
2019
Risk Paradigm Group
Texas
$143K +$46.9K +543 +49%
SEIA
2020
Signature Estate & Investment Advisors
California
$140K – – –
CFA
2021
Camarda Financial Advisors
Florida
$136K +$35.2K +407 +35%
TIM
2022
Tortoise Investment Management
New York
$136K +$111K +1,283 +435%
RFWA
2023
RPg Family Wealth Advisory
Massachusetts
$136K +$20.8K +241 +18%
HCM
2024
Horrell Capital Management
Arkansas
$135K – – –
MSFP
2025
Mark Sheptoff Financial Planning
Connecticut
$132K – – –
79 80
81
82 83