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JPMorgan Chase

2,085 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, 664 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:

1.56% more ownership

Funds ownership: 73.84%75.4% (+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: 664 | Existing positions reduced: 975

Holders
2,085
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
618
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
2026
$132K
2027
$129K
2028
$125K
2029
$124K
2030
$120K
2031
$119K
2032
$114K
2033
$106K
2034
$103K
2035
$101K
2036
$100K
2037
$100K
2038
$92K
2039
$91K
2040
$91K
2041
$90K
2042
$86K
2043
$79.8K
2044
$79K
2045
$78K
2046
$77K
2047
$64K
2048
$63K
2049
$61K
2050
$57K