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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 %
BCM
376
Barometer Capital Management
Ontario, Canada
$34.4M +$8.08M +91,950 +31%
WPC
377
Waters Parkerson & Co
Louisiana
$34.4M -$215K -2,447 -0.6%
SMDAM
378
Sumitomo Mitsui DS Asset Management
Japan
$34.1M -$477K -5,427 -1%
GAM
379
GVO Asset Management
Switzerland
$33.9M – – –
IG
380
ING Group
Netherlands
$33.6M -$43.3M -493,320 -56%
Creative Planning
381
Creative Planning
Kansas
$33.5M -$422K -4,804 -1%
PP
382
Palladium Partners
Virginia
$33.3M -$2.01M -22,932 -6%
GC
383
GMT Capital
Georgia
$33.1M +$2.49M +28,400 +8%
MHC
384
Meyer Handelman Company
New York
$33M +$255K +2,905 +0.8%
WAM
385
World Asset Management
Michigan
$32.8M +$2.81M +31,962 +9%
PC
386
PM Capital
Australia
$32.8M -$27.3M -290,999 -45%
BTS
387
BB&T Securities
Virginia
$32.7M +$1.67M +19,002 +5%
AssetMark Inc
388
AssetMark Inc
California
$32.4M +$2.83M +32,266 +10%
BAM
389
Barrett Asset Management
New York
$32.3M -$523K -5,952 -2%
Northwestern Mutual Wealth Management
390
Northwestern Mutual Wealth Management
Wisconsin
$32.1M -$702K -7,996 -2%
WCM
391
Wedge Capital Management
North Carolina
$31.8M -$218K -2,478 -0.7%
NMERB
392
New Mexico Educational Retirement Board
New Mexico
$31.8M -$2.1M -23,900 -6%
BAM
393
Berkshire Asset Management
Pennsylvania
$31.7M +$1.07M +12,139 +3%
SAM
394
Securian Asset Management
Minnesota
$31.5M +$170K +1,940 +0.5%
TH
395
TCTC Holdings
Texas
$31.3M -$26.4K -300 -0.1%
Cohen & Steers
396
Cohen & Steers
New York
$30.9M -$4.4M -50,107 -12%
CA
397
Commerzbank Aktiengesellschaft
Germany
$30.9M +$7.26M +82,606 +31%
TAM
398
Tyers Asset Management
Texas
$30.7M +$18.1M +206,602 +145%
HCMT
399
Highland Capital Management (Tennessee)
Tennessee
$30.7M -$271K -3,087 -0.9%
ECM
400
Estabrook Capital Management
New York
$30.5M -$2.03M -23,163 -6%
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