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JPMorgan Chase
JPM

Overview Fund Activity

2,144 hedge funds and large institutions have $234B invested in JPMorgan Chase in 2017 Q1 according to their latest regulatory filings, with 146 funds opening new positions, 791 increasing their positions, 1,013 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,144
Holders Change
+60
Holders Change %
+2.88%
% of All Funds
53.45%
Holding in Top 10
567
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-8.1%
% of All Funds
14.14%
New
146
Increased
791
Reduced
1,013
Closed
65
Calls
$2.8B
Puts
$3.74B
Net Calls
-$938M
Net Calls Change
-$596M

Top Buyers

1
BlackRock
1
BlackRock
New York
$20.2B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.6B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$680M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$325M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.78B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$8.69B
2
Harris Associates
2
Harris Associates
Illinois
$1.11B
3
Franklin Resources
3
Franklin Resources
California
$2.64B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$308M
5
Invesco
5
Invesco
Georgia
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
226
PineBridge Investments
New York
$93M -$10.6M -120,177 -10%
Skandinaviska Enskilda Banken (SEB)
227
Skandinaviska Enskilda Banken (SEB)
Sweden
$92.5M +$13.3M +151,563 +17%
Los Angeles Capital Management
228
Los Angeles Capital Management
California
$91.7M -$3.02M -34,382 -3%
TPSF
229
Texas Permanent School Fund
Texas
$91.7M -$2.48M -28,250 -3%
BTW
230
Boston Trust Walden
Massachusetts
$91.5M +$2.48M +28,231 +3%
TRSOTSOK
231
Teachers Retirement System of the State of Kentucky
Kentucky
$90.9M -$7.56M -86,100 -8%
SWITC
232
Stewart West Indies Trading Company
Colorado
$90.3M – – –
Millennium Management
233
Millennium Management
New York
$88.6M +$67.8M +772,284 +326%
HIMCH
234
Hartford Investment Management Co (HIMCO)
Connecticut
$88M +$7.88M +89,665 +10%
ProShare Advisors
235
ProShare Advisors
Maryland
$87.6M +$1.81M +20,655 +2%
CCM
236
Cullen Capital Management
New York
$86.5M -$7.12M -81,000 -8%
EIG
237
EdgePoint Investment Group
Ontario, Canada
$86M -$178M -2,027,347 -67%
Two Sigma Investments
238
Two Sigma Investments
New York
$84.4M +$84.4M +961,337 New
Mitsubishi UFJ Asset Management
239
Mitsubishi UFJ Asset Management
Japan
$82.8M +$8.91M +101,421 +12%
Kovitz Investment Group Partners
240
Kovitz Investment Group Partners
Illinois
$82.4M +$215K +2,444 +0.3%
SCM
241
Snow Capital Management
Pennsylvania
$81.1M -$4.61M -52,495 -5%
Nomura Asset Management
242
Nomura Asset Management
Japan
$79.8M +$678K +7,720 +0.9%
GI
243
GAMCO Investors
Connecticut
$79.7M -$1.93M -22,015 -2%
TGA
244
Trilogy Global Advisors
Florida
$79M -$4.57M -52,067 -5%
Janus Henderson Group
245
Janus Henderson Group
United Kingdom
$79M -$3.31M -37,655 -4%
Mackenzie Financial
246
Mackenzie Financial
Ontario, Canada
$78.5M +$2.59M +29,441 +3%
CIP
247
Cornerstone Investment Partners
Georgia
$78.1M +$12.7M +145,075 +20%
Grantham, Mayo, Van Otterloo & Co (GMO)
248
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$77.9M -$28.8M -327,466 -27%
Robeco Institutional Asset Management
249
Robeco Institutional Asset Management
Netherlands
$77.9M +$29.2M +332,199 +60%
ASRS
250
Arizona State Retirement System
Arizona
$77.7M -$35.1K -400 -0%
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