JPM icon

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 %
William Blair Investment Management
276
William Blair Investment Management
Illinois
$64.6M -$1.57M -17,924 -2%
BCM
277
Basswood Capital Management
New York
$64.4M -$86.5K -985 -0.1%
NMIMC
278
Northwestern Mutual Investment Management Company
Wisconsin
$63.4M +$27.3M +311,157 +76%
OAM
279
Oppenheimer Asset Management
New York
$63.3M +$63.3M +720,968 New
FRAF
280
Första AP-fonden
Sweden
$63.1M -$9.36M -106,600 -13%
FAF
281
Fjarde Ap-fonden
Sweden
$63.1M -$5.18M -58,976 -8%
SW
282
SVB Wealth
Massachusetts
$63M -$4.46M -50,758 -7%
AACR
283
ACR Alpine Capital Research
Missouri
$62.5M -$18.2M -207,033 -23%
HCM
284
Hitchwood Capital Management
New York
$61.5M -$43.9M -500,000 -42%
BMO
285
Beck Mack & Oliver
New York
$61M -$1M -11,403 -2%
CTB
286
Country Trust Bank
Illinois
$60.1M -$1.44M -16,368 -2%
PNC
287
Park National Corp
Ohio
$59.9M -$1.15M -13,096 -2%
SIA
288
Sit Investment Associates
Minnesota
$59.8M +$5.4M +61,420 +10%
UCFA
289
United Capital Financial Advisors
Texas
$58.7M -$2.6M -29,562 -4%
URS
290
Utah Retirement Systems
Utah
$58.7M +$61.5K +700 +0.1%
Rafferty Asset Management
291
Rafferty Asset Management
New York
$58.6M +$41.7M +474,688 +247%
CLOS
292
Compagnie Lombard Odier SCmA
Switzerland
$58M -$17.9M -203,484 -24%
Commonwealth Equity Services
293
Commonwealth Equity Services
Massachusetts
$57.8M +$1.57M +17,823 +3%
MA
294
MUFG Americas
New York
$57.4M +$3.93M +44,734 +7%
Mirae Asset Global Investments
295
Mirae Asset Global Investments
South Korea
$56.9M +$24.2M +275,518 +74%
JAM
296
Jupiter Asset Management
United Kingdom
$56.9M -$13M -148,104 -19%
OCAM
297
Onex Canada Asset Management
Ontario, Canada
$56.3M -$17.3M -197,511 -24%
OPERF
298
Oregon Public Employees Retirement Fund
Oregon
$56.2M -$290K -3,300 -0.5%
TCM
299
Tetrem Capital Management
Manitoba, Canada
$56.1M -$6.67M -75,905 -11%
SC
300
Scotia Capital
Ontario, Canada
$55.7M -$4.45M -50,634 -7%
10 11
12
13 14