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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 %
RJT
451
Raymond James Trust
Florida
$24.5M -$185K -2,102 -0.7%
BFM
452
Boston Financial Management
Massachusetts
$24.3M +$278K +3,169 +1%
RMA
453
Roffman Miller Associates
Pennsylvania
$24.1M +$13.7K +156 +0.1%
MIFH
454
Migdal Insurance & Financial Holdings
Israel
$24.1M -$2.35M -26,756 -9%
GTP
455
Global Thematic Partners
New York
$24M -$43.9M -499,425 -65%
AIA
456
Avalon Investment & Advisory
Texas
$23.9M -$36.5M -415,567 -60%
FTIOP
457
Fiduciary Trust International of Pennsylvania
Pennsylvania
$23.7M -$131K -1,486 -0.5%
HIIFS
458
Harel Insurance Investments & Financial Services
Israel
$23.7M -$4.86M -55,453 -17%
CFG
459
Citizens Financial Group
Rhode Island
$23.5M +$293K +3,337 +1%
NSIM
460
North Star Investment Management
Illinois
$23.5M +$156K +1,779 +0.7%
TAF
461
Tredje AP-fonden
Sweden
$23.4M +$310K +3,531 +1%
COPPSERS
462
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$23.3M +$5.26M +59,840 +29%
TCM
463
Twin Capital Management
Pennsylvania
$23.1M -$516K -5,870 -2%
RCM
464
Rockshelter Capital Management
Pennsylvania
$22.9M -$1.67M -19,054 -7%
CNAM
465
Campbell Newman Asset Management
Wisconsin
$22.8M -$381K -4,335 -2%
SAM
466
Silvercrest Asset Management
New York
$22.8M -$37.3K -425 -0.2%
ISL
467
Ingalls & Snyder LLC
New York
$22.7M -$16.8M -191,437 -43%
MCTIC
468
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$22.7M -$463K -5,267 -2%
MC
469
Martin Currie
United Kingdom
$22.5M -$2.97M -33,800 -12%
FBA
470
Front Barnett Associates
Illinois
$22.5M -$395K -4,493 -2%
NP
471
NS Partners
United Kingdom
$22.4M -$162K -1,848 -0.7%
AB
472
Amalgamated Bank
New York
$22.4M +$1.3M +14,794 +6%
SBCM
473
Schwerin Boyle Capital Management
Massachusetts
$22.4M -$43.9K -500 -0.2%
GHCM
474
Glen Harbor Capital Management
California
$22.3M +$13.2M +150,256 +145%
DJSG
475
D.J. St. Germain
Massachusetts
$22.2M -$5.72M -65,097 -20%
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