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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 %
FQ
326
First Quadrant
California
$46M -$488K -5,550 -1%
CIBC Asset Management
327
CIBC Asset Management
Ontario, Canada
$45.9M -$1.01M -11,555 -2%
UB
328
UMB Bank
Missouri
$45.7M -$1.92M -21,835 -4%
PA
329
Pinnacle Associates
New York
$45.4M -$748K -8,521 -2%
BA
330
Boston Advisors
Massachusetts
$45M -$1.79M -20,405 -4%
Nomura Holdings
331
Nomura Holdings
Japan
$44.6M -$7.59M -86,057 -15%
DLA
332
Douglas Lane & Associates
New York
$44.2M -$440K -5,006 -1%
AIMCA
333
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$44.2M +$1.38M +15,700 +3%
BAMF
334
BI Asset Management Fondsmaeglerselskab
Denmark
$44.1M -$22.5M -256,300 -34%
HCM
335
Huber Capital Management
California
$43.4M -$2.37M -27,000 -5%
MSA
336
Mason Street Advisors
Wisconsin
$43.4M +$363K +4,129 +0.8%
HPC
337
HM Payson & Co
Maine
$43.1M -$2.21M -25,188 -5%
DILIC
338
Dai-ichi Life Insurance Company
Japan
$42.8M -$973K -11,082 -2%
MOACM
339
Mutual of America Capital Management
New York
$42.8M +$246K +2,803 +0.6%
AIM
340
Artemis Investment Management
United Kingdom
$42.7M -$3.81M -43,322 -8%
TCT
341
TIAA CREF Trust
Missouri
$42.2M -$966K -10,997 -2%
CCMG
342
Clark Capital Management Group
Pennsylvania
$42.2M +$9.11M +103,715 +28%
OAG
343
Orbis Allan Gray
Bermuda
$41.6M -$8M -91,096 -16%
WT
344
Washington Trust
Rhode Island
$40.7M -$1.44M -16,412 -3%
NG
345
NatWest Group
United Kingdom
$40.5M +$1.17M +13,303 +3%
CM
346
CS McKee
Pennsylvania
$40.4M -$4.81M -54,771 -11%
SCM
347
Sterling Capital Management
North Carolina
$40.4M +$3.91M +44,502 +11%
DCM
348
Dupont Capital Management
Delaware
$40.1M -$7.11M -80,996 -15%
SIM
349
Stelliam Investment Management
New York
$39.5M -$7.47M -85,000 -16%
Connor, Clark & Lunn Investment Management (CC&L)
350
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$39.5M +$17.4M +198,100 +79%
12 13
14
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