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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 %
LYV
2051
Live Your Vision
Pennsylvania
$56K -$26K -304 -32%
FPTW
2052
Franklin, Parlapiano, Turner & Welch
Texas
$56K – – –
PSC
2053
Prentiss Smith & Co
Vermont
$53K -$295K -3,421 -85%
HFM
2054
Harvest Fund Management
China
$50K +$50K +582 New
SA
2055
SRH Advisors
Kansas
$48K – – –
CI
2056
Cowen Inc
New York
$43K +$43K +500 New
GBBWRPM
2057
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$42K -$1.41M -15,569 -97%
CP
2058
Corbenic Partners
Pennsylvania
$41K – – –
DOA
2059
D'Orazio & Associates
Virginia
$41K +$86 +1 +0.2%
RWG
2060
Regal Wealth Group
California
$40K +$174 +2 +0.4%
NC
2061
NewSquare Capital
Pennsylvania
$38K -$45.9K -532 -55%
HCC
2062
Hirtle Callaghan & Co
Pennsylvania
$36K -$544K -6,256 -94%
LS
2063
Livforsakringsbolaget Skandia
Sweden
$33.1K +$28.9K +335,124 +690%
AWMS
2064
Advocacy Wealth Management Services
Georgia
$32K -$1.2K -14 -4%
PIM
2065
Parasol Investment Management
Illinois
$32K +$32K +375 New
IF
2066
Ironwood Financial
Arizona
$30K – – –
RBC
2067
Roble Belko & Company
Pennsylvania
$29K -$1.81K -21 -6%
CFN
2068
Cordasco Financial Network
Florida
$29K – – –
HMS
2069
Hanseatic Management Services
New Mexico
$25K +$25K +292 New
SHJ
2070
Sharkey, Howes & Javer
Colorado
$22K – – –
RFM
2071
Royal Fund Management
Florida
$18K +$18K +214 New
HWM
2072
Holloway Wealth Management
Florida
$16K – – –
DSN
2073
D. Scott Neal
Kentucky
$14K +$14K +167 New
AIL
2074
AGF Investments LLC
Ontario, Canada
$13K +$13K +146 New
WCM
2075
Wealthcare Capital Management
Virginia
$10K -$1.03K -12 -9%
81 82
83
84 85