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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 %
VRS
251
Virginia Retirement Systems
Virginia
$77.6M – – –
EDRH
252
Edmond de Rothschild Holding
Switzerland
$77.6M +$1.79M +20,375 +2%
Macquarie Group
253
Macquarie Group
Australia
$76.9M -$4.23M -48,177 -5%
BFS
254
Bradley Foster & Sargent
Connecticut
$76.3M +$13.8M +157,191 +22%
BCM
255
Becker Capital Management
Oregon
$74.9M -$3.5M -39,794 -4%
SDIC
256
South Dakota Investment Council
South Dakota
$74.7M -$15.2M -173,560 -17%
GG
257
Gofen & Glossberg
Illinois
$74.5M -$426K -4,854 -0.6%
Janney Montgomery Scott
258
Janney Montgomery Scott
Pennsylvania
$72.6M +$6.34M +72,186 +10%
BAPIM
259
British Airways Pensions Investment Management
United Kingdom
$72.4M -$17.1M -194,624 -19%
ACPU
260
Arrowgrass Capital Partners (US)
Delaware
$72M -$33.3M -378,856 -32%
Public Sector Pension Investment Board (PSP Investments)
261
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$71.4M +$1.95M +22,200 +3%
Envestnet Asset Management
262
Envestnet Asset Management
Illinois
$71.3M -$2.44M -27,805 -3%
OTPPB
263
Ontario Teachers' Pension Plan Board
Ontario, Canada
$70.5M -$69.2M -787,292 -50%
JIR
264
James Investment Research
Ohio
$69.8M -$1.3M -14,852 -2%
EIM
265
ExxonMobil Investment Management
Texas
$69.7M -$3.08M -35,040 -4%
CWM
266
CIBC World Markets
New York
$69.5M +$25.7M +292,217 +58%
FIM
267
Foresters Investment Management
New York
$69.5M +$17.6K +200 +0%
Victory Capital Management
268
Victory Capital Management
Texas
$69.2M -$11.5M -131,391 -14%
ERSOT
269
Employees Retirement System of Texas
Texas
$69.2M -$22.4M -255,000 -24%
PIA
270
Piedmont Investment Advisors
North Carolina
$67.9M +$587K +6,680 +0.9%
USSCPF
271
United States Steel & Carnegie Pension Fund
New York
$67.7M – – –
PC
272
Polar Capital
United Kingdom
$66.6M -$16.9M -192,432 -20%
DL
273
Delta Lloyd
Netherlands
$66.4M -$514K -5,850 -0.8%
SG Americas Securities
274
SG Americas Securities
New York
$66.4M -$34.6M -393,396 -34%
Fiera Capital (Canada)
275
Fiera Capital (Canada)
Quebec, Canada
$66M +$25.1M +285,799 +61%
9 10
11
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