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

Top Sellers

1
Capital World Investors
Capital World Investors
California
$8.69B
2
Harris Associates
Harris Associates
Illinois
$1.11B
3
Franklin Resources
Franklin Resources
California
$2.64B
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
$308M
5
Invesco
Invesco
Georgia
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
PSUF
301
People's United Financial
Connecticut
$54.9M -$1.71M -19,463 -3%
PC
302
Packer & Co
Australia
$54.9M -$2.2M -25,000 -4%
WA
303
WestEnd Advisors
North Carolina
$54.7M +$54.7M +623,103 New
XK
304
Xact Kapitalforvaltning
Sweden
$53.4M +$3.34M +38,038 +7%
CEP
305
Chicago Equity Partners
Illinois
$52.7M -$9.64M -109,775 -15%
B
306
Barings
North Carolina
$52.4M +$33.6M +382,272 +179%
Capital Fund Management (CFM)
307
Capital Fund Management (CFM)
France
$51.5M +$51.5M +585,997 New
DRZID
308
DePrince Race & Zollo Inc (DRZ)
Florida
$51.3M -$9.18M -104,474 -15%
ZIG
309
Zurich Insurance Group
Switzerland
$50.9M +$2.98M +33,873 +6%
SCP
310
Seizert Capital Partners
Michigan
$50.6M -$2.77M -31,572 -5%
BIC
311
Beach Investment Counsel
Pennsylvania
$50.4M -$27.3K -311 -0.1%
CGM
312
Capital Growth Management
Massachusetts
$50.1M -$19.8M -225,000 -28%
PWLP
313
Prio Wealth Limited Partnership
Massachusetts
$49.7M +$314K +3,572 +0.6%
DnB Asset Management
314
DnB Asset Management
Norway
$49.7M +$5.65M +64,300 +13%
OAM
315
Origin Asset Management
United Kingdom
$48.9M +$23.4M +266,622 +92%
GH
316
GAM Holding
Switzerland
$48.7M -$1.64M -18,726 -3%
WT
317
Whittier Trust
California
$48.6M -$2.81M -31,994 -5%
SBH
318
Segall Bryant & Hamill
Illinois
$48.5M +$1.66M +18,900 +4%
TAM
319
Todd Asset Management
Kentucky
$48.3M -$7.65M -87,093 -14%
PMG
320
Private Management Group
California
$47.8M -$20.9M -237,867 -30%
NA
321
Neuburgh Advisers
California
$47.4M +$28M +319,294 +145%
WF
322
Welch & Forbes
Massachusetts
$46.9M -$50.6K -576 -0.1%
CBOA
323
Commonwealth Bank of Australia
Australia
$46.7M +$737K +8,394 +2%
CS
324
Candriam SCA
Luxembourg
$46.4M +$3.19M +36,366 +7%
LCM
325
Laurion Capital Management
New York
$46.1M +$46.1M +525,269 New
11 12
13
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