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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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$20.5B +$348M +4,035,384 +2%
State Street
2
State Street
Massachusetts
$14.6B +$1.02B +11,844,085 +8%
Capital World Investors
3
Capital World Investors
California
$9.72B +$110M +1,274,255 +1%
BIT
4
BlackRock Institutional Trust
California
$8.46B +$97.3M +1,127,121 +1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.33B +$1.36B +15,715,835 +19%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$6.09B +$614M +7,117,621 +11%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.62B -$243M -2,815,956 -4%
Bank of America
8
Bank of America
North Carolina
$4.68B +$168M +1,946,886 +4%
BFA
9
BlackRock Fund Advisors
California
$4.24B +$397M +4,595,953 +10%
Northern Trust
10
Northern Trust
Illinois
$4.17B -$76.7M -888,487 -2%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$4.17B -$558M -6,471,399 -12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$3.71B +$53M +614,368 +1%
Morgan Stanley
13
Morgan Stanley
New York
$3.07B +$51.6M +598,300 +2%
Franklin Resources
14
Franklin Resources
California
$3.03B -$438M -5,073,557 -13%
Ameriprise
15
Ameriprise
Minnesota
$2.95B -$101M -1,171,200 -3%
Norges Bank
16
Norges Bank
Norway
$2.9B -$15.3M -177,687 -0.5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$2.83B +$110M +1,276,665 +4%
BG
18
BlackRock Group
United Kingdom
$2.79B +$62.3M +721,494 +2%
Capital Research Global Investors
19
Capital Research Global Investors
California
$2.71B +$1.51B +17,478,683 +125%
Invesco
20
Invesco
Georgia
$2.64B -$467M -5,409,306 -15%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$2.41B +$29.3M +340,065 +1%
Dodge & Cox
22
Dodge & Cox
California
$2.3B -$163M -1,893,990 -7%
Wells Fargo
23
Wells Fargo
California
$2.21B +$90.8M +1,052,045 +4%
Primecap Management
24
Primecap Management
California
$2.03B +$7.55M +87,475 +0.4%
BA
25
BlackRock Advisors
Delaware
$1.94B -$168M -1,948,926 -8%
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