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JPMorgan Chase
JPM

Overview Fund Activity

2,193 hedge funds and large institutions have $240B invested in JPMorgan Chase in 2017 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 954 increasing their positions, 856 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,193
Holders Change
+49
Holders Change %
+2.29%
% of All Funds
54.76%
Holding in Top 10
582
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+2.65%
% of All Funds
14.53%
New
131
Increased
954
Reduced
856
Closed
65
Calls
$3.21B
Puts
$3.99B
Net Calls
-$784M
Net Calls Change
+$154M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$6.99B
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$508M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$1.6B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$22.8B
5
Ameriprise
5
Ameriprise
Minnesota
$3.25B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$7.63B
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$636M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$8.7B
4
State Street
4
State Street
Massachusetts
$15.2B
5
TP
5
Third Point
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$22.8B +$340M +3,717,683 +2%
BlackRock
2
BlackRock
New York
$20.8B -$256M -2,795,630 -1%
State Street
3
State Street
Massachusetts
$15.2B -$356M -3,898,123 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$8.7B -$437M -4,785,373 -5%
Capital World Investors
5
Capital World Investors
California
$7.63B -$1.42B -15,498,959 -16%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$6.99B +$437M +4,783,459 +7%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$5.57B -$162M -1,768,517 -3%
Bank of America
8
Bank of America
North Carolina
$4.83B -$64.7M -708,357 -1%
Northern Trust
9
Northern Trust
Illinois
$4.48B +$77.5M +847,463 +2%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$4.18B -$53.4M -584,188 -1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$3.59B -$224M -2,454,579 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.26B +$15M +164,829 +0.5%
Ameriprise
13
Ameriprise
Minnesota
$3.25B +$322M +3,526,937 +11%
Norges Bank
14
Norges Bank
Norway
$3.09B -$19.7M -215,271 -0.6%
Morgan Stanley
15
Morgan Stanley
New York
$3.06B -$297M -3,249,912 -9%
Capital Research Global Investors
16
Capital Research Global Investors
California
$2.9B +$69.9M +765,082 +2%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.62B +$16.1M +176,306 +0.6%
Franklin Resources
18
Franklin Resources
California
$2.57B -$170M -1,855,114 -6%
Wells Fargo
19
Wells Fargo
California
$2.53B +$95M +1,039,044 +4%
Invesco
20
Invesco
Georgia
$2.47B -$48.3M -528,770 -2%
Dodge & Cox
21
Dodge & Cox
California
$2.39B -$24M -262,850 -1%
Primecap Management
22
Primecap Management
California
$2.16B +$22.6M +247,511 +1%
LPU
23
Lansdowne Partners (UK)
United Kingdom
$2.07B +$37.8M +413,545 +2%
Boston Partners
24
Boston Partners
Massachusetts
$1.88B -$87M -951,577 -4%
Goldman Sachs
25
Goldman Sachs
New York
$1.83B -$62.4M -682,935 -3%
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