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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
1
BlackRock
New York
$20.2B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.6B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$680M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$325M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.78B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$8.69B
2
Harris Associates
2
Harris Associates
Illinois
$1.11B
3
Franklin Resources
3
Franklin Resources
California
$2.64B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$308M
5
Invesco
5
Invesco
Georgia
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
26
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.8B -$137M -1,559,956 -7%
Legal & General Group
27
Legal & General Group
United Kingdom
$1.53B +$28.4M +323,434 +2%
TCIM
28
TIAA CREF Investment Management
New York
$1.51B -$26.9M -306,361 -2%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$1.41B -$46M -523,168 -3%
Capital International Investors
30
Capital International Investors
California
$1.34B +$87.2M +993,090 +7%
DSA
31
Davis Selected Advisers
Arizona
$1.34B -$135M -1,536,963 -9%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.28B +$140M +1,589,660 +12%
Fisher Asset Management
33
Fisher Asset Management
Washington
$1.22B -$4.98M -56,642 -0.4%
AllianceBernstein
34
AllianceBernstein
Tennessee
$1.19B +$104M +1,184,818 +10%
UBS AM
35
UBS AM
Illinois
$1.18B +$34.3M +390,752 +3%
Harris Associates
36
Harris Associates
Illinois
$1.11B -$467M -5,314,690 -30%
Eagle Capital Management (New York)
37
Eagle Capital Management (New York)
New York
$1.09B -$19.7M -224,124 -2%
LSV Asset Management
38
LSV Asset Management
Illinois
$1.09B -$56.1M -638,870 -5%
UBS Group
39
UBS Group
Switzerland
$1.07B -$72.2M -822,451 -6%
Charles Schwab
40
Charles Schwab
California
$1.04B +$37.8M +430,584 +4%
Manulife (Manufacturers Life Insurance)
41
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.04B -$11.3M -129,137 -1%
Deutsche Bank
42
Deutsche Bank
Germany
$1.03B +$104M +1,184,846 +11%
Jennison Associates
43
Jennison Associates
New York
$1.02B -$101M -1,145,147 -9%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$968M -$17.1M -194,484 -2%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$966M -$23.5M -267,172 -2%
Sumitomo Mitsui Trust Group
46
Sumitomo Mitsui Trust Group
Japan
$936M -$10.5M -119,411 -1%
Prudential Financial
47
Prudential Financial
New Jersey
$908M -$39.4M -448,712 -4%
EVM
48
Eaton Vance Management
Massachusetts
$895M -$61.5M -699,913 -6%
American Century Companies
49
American Century Companies
Missouri
$818M +$25.5M +290,415 +3%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$810M +$4.78M +54,400 +0.6%
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