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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 %
MSDF
426
Michael & Susan Dell Foundation
New York
$27.6M -$15.5M -176,852 -36%
BCM
427
Bluefin Capital Management
New York
$27.5M -$25.4M -291,196 -48%
DIA
428
Davidson Investment Advisors
Montana
$27.4M +$922K +10,501 +3%
GT
429
Glenview Trust
Kentucky
$27.3M -$1.15M -13,055 -4%
EB
430
Eastern Bank
Massachusetts
$27.2M -$1.83M -20,883 -6%
ZIC
431
ZWJ Investment Counsel
Georgia
$27.2M +$1.02M +11,607 +4%
ONB
432
Old National Bancorp
Indiana
$26.9M -$2.79M -31,709 -9%
FT
433
Fiduciary Trust
Massachusetts
$26.9M +$420K +4,776 +2%
JAFL
434
Jay A. Fishman Ltd
Michigan
$26.8M -$459K -5,225 -2%
GKIM
435
GW&K Investment Management
Massachusetts
$26.2M +$1.09M +12,382 +4%
FMW
436
Farr Miller & Washington
District of Columbia
$26.2M -$217K -2,472 -0.8%
MLL
437
Moody Lynn & Lieberson
Massachusetts
$26M +$698K +7,947 +3%
SF
438
Synovus Financial
Georgia
$25.8M +$107K +1,216 +0.4%
AAM
439
Advisors Asset Management
Colorado
$25.4M +$820K +9,338 +3%
NLGIA
440
Nippon Life Global Investors Americas
New York
$25.2M +$1.06M +12,040 +4%
HIMC
441
Heritage Investors Management Corp
Maryland
$25.2M -$1.4M -15,916 -5%
KB
442
Kimelman & Baird
New York
$25.2M -$283K -3,218 -1%
BSA
443
Braun Stacey Associates
New York
$25M -$504K -5,743 -2%
MPI
444
Mairs & Power Inc
Minnesota
$24.9M +$11.4K +130 +0%
IEFM
445
IQ EQ Fund Management
Ireland
$24.8M -$561K -5,653 -2%
CIP
446
Chartwell Investment Partners
Pennsylvania
$24.8M +$4.45M +50,632 +22%
CPSAC
447
Chas P. Smith & Associates (CPS)
Florida
$24.7M +$427K +4,860 +2%
SIM
448
Sentry Investment Management
Wisconsin
$24.7M -$1.26M -14,319 -5%
AMI
449
Amica Mutual Insurance
Rhode Island
$24.5M – – –
FCI
450
Financial Counselors Inc
Kansas
$24.5M -$388K -4,419 -2%
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