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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 %
BCI
2076
Brinker Capital Investments
Pennsylvania
$6K -$1.29K -14 -18%
RIM
2077
Ranger Investment Management
Texas
$5K +$5K +54 New
CWM
2078
Cedar Wealth Management
California
$4K – – –
BCMIO
2079
Beacon Capital Management Inc (Ohio)
Ohio
$4K – – –
CIM
2080
Contravisory Investment Management
Massachusetts
$4K +$889 +10 +29%
GVT
2081
Genesee Valley Trust
New York
$2.91K -$333 -3,861 -10%
TP
2082
Truvvo Partners
New York
$2.3K – – –
SLF
2083
Sun Life Financial
Ontario, Canada
$1.92K +$1.92K +166 New
PK
2084
Pflug Koory
Nebraska
$991 +$991 +11,490 New
AWM
2085
Arbor Wealth Management
Florida
$880 +$4 +42 +0.4%
BFM
2086
Boothbay Fund Management
New York
$205 -$222 -2,568 -52%
FPF
2087
FNY Partners Fund
New York
$22 +$22 +255 New
MTB
2088
Mizuho Trust & Banking
Japan
– -$418M -6,275,297 Closed
BGC
2089
Beutel, Goodman & Co
Ontario, Canada
– -$112M -2,202,960 Closed
VIP
2090
Vantage Investment Partners
Missouri
– -$131M -1,967,765 Closed
DILH
2091
Dai-ichi Life Holdings
Japan
– -$30.2M -454,256 Closed
CG
2092
Clinton Group
New York
– -$23.1M -346,903 Closed
AFG
2093
American Financial Group
Ohio
– -$20.6M -310,000 Closed
Two Sigma Investments
2094
Two Sigma Investments
New York
– -$19.8M -297,791 Closed
DC
2095
Deere & Company
Illinois
– -$17.2M -257,772 Closed
HHC
2096
Hutchin Hill Capital
New York
– -$16.6M -250,000 Closed
QIM
2097
Quantitative Investment Management
Virginia
– -$16.4M -246,400 Closed
CIM
2098
Contrarius Investment Management
Jersey
– -$10.6M -158,682 Closed
BGDI
2099
BW Gestao de Investimentos
Brazil
– -$10.6M -158,674 Closed
DCM
2100
Destrier Capital Management
New York
– -$10.3M -155,000 Closed
82 83
84
85 86