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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 %
GPC
2026
Glacier Peak Capital
Washington
$129K +$129K +1,500 New
TJHA
2027
Thomas J. Herzfeld Advisors
Florida
$125K +$344 +4 +0.3%
TFO
2028
Tarbox Family Office
California
$124K +$259 +3 +0.2%
WIM
2029
Westside Investment Management
California
$120K +$120K +1,378 New
CAL
2030
Capital Advisors Ltd
Ohio
$119K +$7.5K +87 +7%
VIM
2031
Veritas Investment Management
United Kingdom
$114K +$114K +1,320 New
PCFFS
2032
Pacific Center for Financial Services
California
$106K +$106K +1,224 New
SGAM
2033
Smith Group Asset Management
Texas
$103K -$15.7K -181 -13%
ACM
2034
Americafirst Capital Management
California
$101K -$12.3K -143 -11%
TDC
2035
Thompson Davis & Co
Virginia
$100K -$615K -7,108 -86%
LA
2036
Legacy Advisors
Pennsylvania
$100K +$100K +1,165 New
AA
2037
AlphaMark Advisors
Kentucky
$92K – – –
DPA
2038
Delphi Private Advisors
California
$91K -$18.4K -212 -17%
NCM
2039
New Capital Management
Texas
$91K +$91K +1,052 New
NIA
2040
Northstar Investment Advisors
Colorado
$90K +$3.44K +350 +4%
BC
2041
Blackhill Capital
New Jersey
$86K – – –
KLI
2042
Kelman-Lazarov Inc
Tennessee
$79.8K -$6.04K -70 -7%
TCM
2043
TD Capital Management
Tennessee
$79K +$518 +6 +0.7%
TWMP
2044
Taylor Wealth Management Partners
Massachusetts
$78K – – –
PCM
2045
Penserra Capital Management
California
$77K +$77K +900 New
PO
2046
Private Ocean
California
$64K – – –
SAM
2047
Solaris Asset Management
New York
$63K – – –
BCFS
2048
Butensky & Cohen Financial Security
Florida
$61K – – –
OAJ
2049
Ogorek Anthony Joseph
New York
$57K – – –
HWP
2050
Hefty Wealth Partners
Indiana
$56K -$1.46M -17,020 -96%
80 81
82
83 84