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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 %
KAM
2126
Keeley Asset Management
Illinois
– -$693K -10,410 Closed
QT
2127
Quantbot Technologies
New York
– -$669K -10,048 Closed
Wolverine Trading
2128
Wolverine Trading
Illinois
– -$554K -8,432 Closed
BPGAM
2129
BTG Pactual Global Asset Management
Bermuda
– -$543K -8,150 Closed
EMG
2130
Ellington Management Group
Connecticut
– -$539K -8,100 Closed
PHK
2131
Point72 Hong Kong
Hong Kong
– -$493K -7,400 Closed
FMA
2132
FNY Managed Accounts
New York
– -$375K -5,625 Closed
Arrowstreet Capital
2133
Arrowstreet Capital
Massachusetts
– -$373K -5,600 Closed
TC
2134
TradeLink Capital
Illinois
– -$345K -5,184 Closed
SIG
2135
Schooner Investment Group
Pennsylvania
– -$333K -5,000 Closed
ACA
2136
Anchor Capital Advisors
Massachusetts
– -$317K -4,763 Closed
WCF
2137
West Coast Financial
California
– -$280K -4,212 Closed
MSE
2138
MUFG Securities EMEA
United Kingdom
– -$257K -3,853 Closed
ACM
2139
Argentus Capital Management
Texas
– -$221K -3,319 Closed
BBNB
2140
Baker Boyer National Bank
Washington
– -$216K -3,241 Closed
SFA
2141
Stewardship Financial Advisors
Georgia
– -$203K -3,044 Closed
CM
2142
Cornerstone Management
Georgia
– -$201K -3,011 Closed
BBPWM
2143
Blue Bell Private Wealth Management
Pennsylvania
– -$179K -2,676 Closed
LWA
2144
Lenox Wealth Advisors
New York
– -$66K -997 Closed
HS
2145
Horan Securities
United States
– -$33K -483 Closed
JSAM
2146
J. Safra Asset Management
New York
– -$26K -383 Closed
HCM
2147
Herndon Capital Management
Georgia
– -$23K -339 Closed
AIM
2148
Acrospire Investment Management
Illinois
– -$13K -200 Closed
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