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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 %
FWCM
351
Ferguson Wellman Capital Management
Oregon
$39.5M +$976K +11,111 +3%
WJA
352
Williams Jones & Associates
New York
$39.4M +$435K +4,956 +1%
MMH
353
Menora Mivtachim Holdings
Israel
$39.2M -$1.19M -13,590 -3%
FCM
354
Flinton Capital Management
Pennsylvania
$39.1M +$23.1M +262,948 +145%
PGFC
355
Peapack-Gladstone Financial Corp
New Jersey
$38.1M -$1.99M -22,642 -5%
OC
356
Oppenheimer & Co
New York
$37.9M +$3.87M +44,087 +11%
SCA
357
STALEY CAPITAL ADVISERS
Pennsylvania
$37.9M +$87.8K +1,000 +0.2%
RCM
358
RNC Capital Management
California
$37.7M +$1.26M +14,338 +3%
PCM
359
Polaris Capital Management
Massachusetts
$37.6M -$632K -7,200 -2%
AIA
360
Affinity Investment Advisors
California
$37.5M -$1.39M -15,769 -4%
DK
361
Darrell & King
Virginia
$37M -$685K -7,803 -2%
CP
362
Cumberland Partners
Ontario, Canada
$36.7M -$12.9M -147,255 -26%
QI
363
QS Investors
New York
$36.4M -$19.8M -225,559 -35%
SAM
364
Sentinel Asset Management
Vermont
$36.4M -$9.67M -110,050 -21%
FAM
365
Fred Alger Management
New York
$36.2M +$1.16M +13,190 +3%
B
366
BP
United Kingdom
$36.1M -$4.83M -55,000 -12%
DIA
367
Dana Investment Advisors
Wisconsin
$36M -$4.16M -47,378 -10%
VDI
368
Vaughan David Investments
Illinois
$35.6M -$183K -2,085 -0.5%
D.E. Shaw & Co
369
D.E. Shaw & Co
New York
$35.6M +$8.65M +98,489 +32%
RCM
370
Redwood Capital Management
New York
$35.1M – – –
CTI
371
Community Trust & Investment
Kentucky
$34.9M +$223K +2,538 +0.6%
FP
372
Foundry Partners
Minnesota
$34.9M -$1.04M -11,800 -3%
Balyasny Asset Management
373
Balyasny Asset Management
Illinois
$34.7M +$34.7M +395,049 New
LWCA
374
Locust Wood Capital Advisers
New York
$34.6M -$14.8M -168,535 -30%
ABC
375
Associated Banc-Corp
Wisconsin
$34.6M -$530K -6,034 -2%
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15
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