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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 %
PFM
401
Parsec Financial Management
North Carolina
$30.5M -$1.62M -18,441 -5%
PR
402
Payden & Rygel
California
$30.4M – – –
LTFS
403
Ladenburg Thalmann Financial Services
Florida
$30.3M +$620K +7,052 +2%
BF
404
BOK Financial
Oklahoma
$30.2M +$1.05M +12,007 +4%
ANI
405
American National Insurance
Texas
$29.9M – – –
NIM
406
Nexus Investment Management
Ontario, Canada
$29.7M +$566K +6,445 +2%
WB
407
WesBanco Bank
West Virginia
$29.7M -$2.87M -32,701 -9%
JCM
408
Janney Capital Management
Pennsylvania
$29.6M -$1.59M -18,046 -5%
NAM
409
North American Management
Massachusetts
$29.2M -$1.42M -16,145 -5%
SAM
410
Shell Asset Management
Netherlands
$29M -$1.05M -11,914 -3%
AIM
411
Achmea Investment Management
Netherlands
$28.8M +$28.8M +328,217 New
MNA
412
Manning & Napier Advisors
New York
$28.7M +$1.37M +15,617 +5%
FFIC
413
First Fiduciary Investment Counsel
Ohio
$28.3M -$8.24M -93,808 -23%
DCM
414
Donaldson Capital Management
Indiana
$28.3M +$918K +10,447 +3%
CRM
415
Cramer Rosenthal McGlynn
Connecticut
$28.2M -$37.8M -430,166 -57%
MIH
416
Madison Investment Holdings
Wisconsin
$28.1M -$3.16M -35,957 -10%
WSFS
417
Wilmington Savings Fund Society
Delaware
$28.1M -$298K -3,396 -1%
FNBOO
418
First National Bank of Omaha
Nebraska
$28.1M -$693K -7,884 -2%
RG
419
Rathbones Group
United Kingdom
$28M -$319K -3,626 -1%
BVDMP
420
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$27.8M -$5.71M -65,000 -17%
SPC
421
Stewart & Patten Company
California
$27.7M -$2.29M -26,088 -8%
M2MC
422
Matthew 25 Management Corp
Pennsylvania
$27.7M -$2.64M -30,000 -9%
MAA
423
Matrix Asset Advisors
New York
$27.7M -$2.67M -30,426 -9%
OCM
424
Osterweis Capital Management
California
$27.6M -$3.65M -41,513 -12%
CAM
425
Capstone Asset Management
Texas
$27.6M -$478K -5,438 -2%
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