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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
+$19.5B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$731M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$504M
4
Viking Global Investors
Viking Global Investors
Connecticut
+$325M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$299M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$1.2B
2
Harris Associates
Harris Associates
Illinois
-$467M
3
Franklin Resources
Franklin Resources
California
-$447M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$265M
5
Invesco
Invesco
Georgia
-$262M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
476
Guardian Capital
Ontario, Canada
$22.2M -$5.66M -64,486 -20%
CS
477
Cannell & Spears
New York
$22.1M -$9.67M -110,126 -30%
CG
478
Colony Group
Massachusetts
$22.1M +$444K +5,051 +2%
DAM
479
Davis Asset Management
California
$22M – – –
ELC
480
Edgar Lomax Company
Virginia
$21.7M -$8.27M -94,150 -28%
RIL
481
Rothschild Investment LLC
Illinois
$21.6M +$350K +3,980 +2%
WG
482
Winton Group
United Kingdom
$21.5M -$8.25M -93,974 -28%
LS
483
Livforsakringsbolaget Skandia
Sweden
$21.5M -$12.2M -139,200 -36%
CONA
484
Capital One National Association
New York
$21.5M -$573K -6,523 -3%
MAM
485
Majedie Asset Management
United Kingdom
$21.4M +$1.19M +13,602 +6%
CI Investments Inc
486
CI Investments Inc
Ontario, Canada
$21.3M -$152M -1,735,661 -88%
ABTD
487
Arvest Bank Trust Division
Oklahoma
$21M -$489K -5,565 -2%
Daiwa Securities Group
488
Daiwa Securities Group
Japan
$20.7M -$198K -2,250 -0.9%
CSIC
489
Clifford Swan Investment Counsel
California
$20.2M -$2.65M -30,155 -12%
KRS
490
Kentucky Retirement Systems
Kentucky
$20.1M -$2.69M -30,645 -12%
BS
491
Banco Santander
Spain
$20.1M -$6.77M -77,434 -25%
OPCM
492
Osborne Partners Capital Management
California
$20M -$692K -7,877 -3%
KWILP
493
Kiwi Wealth Investments Limited Partnership
New Zealand
$19.9M -$1.88M -21,411 -9%
BIP
494
Brandes Investment Partners
California
$19.9M -$8.9M -101,319 -31%
LIC
495
Lodestar Investment Counsel
Illinois
$19.7M +$6.51M +74,130 +49%
Truist Financial
496
Truist Financial
North Carolina
$19.6M -$2.56M -29,104 -12%
EARNEST Partners
497
EARNEST Partners
Georgia
$19.6M -$4.86M -55,293 -20%
TAM
498
Tocqueville Asset Management
New York
$19.6M +$6.1M +69,429 +45%
SRC
499
Shufro Rose & Co
New York
$19.5M -$130K -1,480 -0.7%
LSERS
500
Louisiana State Employees Retirement System
Louisiana
$19.3M -$483K -5,500 -2%
18 19
20
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