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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 %
HI
2101
Honeywell International
North Carolina
– -$9.99M -150,000 Closed
Capital Fund Management (CFM)
2102
Capital Fund Management (CFM)
France
– -$7.02M -105,405 Closed
PCM
2103
Palouse Capital Management
Washington
– -$6.93M -104,093 Closed
JCM
2104
JS Capital Management
New York
– -$4.33M -65,000 Closed
GCA
2105
Gideon Capital Advisors
New York
– -$3.97M -59,656 Closed
WCP
2106
Welch Capital Partners
New York
– -$2.93M -43,960 Closed
CC
2107
Cipher Capital
New York
– -$2.76M -41,392 Closed
EGM
2108
Espalier Global Management
New York
– -$2.41M -36,194 Closed
GCP
2109
GSA Capital Partners
United Kingdom
– -$2.24M -33,645 Closed
EGM
2110
Engineers Gate Manager
New York
– -$1.94M -29,084 Closed
MIAN
2111
Mariner Independent Advisor Network
Kansas
– -$1.89M -28,435 Closed
CWP
2112
Capital Wealth Planning
Florida
– -$1.64M -24,570 Closed
WA
2113
WESPAC Advisors
California
– -$1.37M -20,529 Closed
Verition Fund Management
2114
Verition Fund Management
Connecticut
– -$1.31M -19,622 Closed
AC
2115
Amici Capital
New York
– -$1.24M -18,645 Closed
Twin Tree Management
2116
Twin Tree Management
Texas
– -$1.24M -18,575 Closed
SEC
2117
Seven Eight Capital
New York
– -$1.22M -18,300 Closed
GC
2118
Garde Capital
Washington
– -$1.06M -17,324 Closed
PAM
2119
Princeton Alpha Management
New Jersey
– -$1.08M -16,235 Closed
DCM
2120
Dynamic Capital Management
Jersey
– -$1.07M -16,000 Closed
GP
2121
GLG Partners
United Kingdom
– -$1.03M -15,478 Closed
JFA
2122
Johanson Financial Advisors
California
– -$891K -13,343 Closed
AIU
2123
Algebris Investments (UK)
United Kingdom
– -$869K -13,049 Closed
FCM
2124
Frontier Capital Management
Massachusetts
– -$836K -12,560 Closed
QSS
2125
Quantitative Systematic Strategies
Florida
– -$734K -11,156 Closed
82 83 84
85
86