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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 %
AHB
501
Abner Herrman & Brock
New Jersey
$19M +$224K +2,550 +1%
JWM
502
Jacobus Wealth Management
Wisconsin
$19M +$15.8K +180 +0.1%
Alyeska Investment Group
503
Alyeska Investment Group
Illinois
$18.9M +$11M +125,184 +138%
MCM
504
MAI Capital Management
Ohio
$18.9M +$231K +2,629 +1%
PA
505
Profund Advisors
Maryland
$18.8M -$1.54M -17,532 -8%
HCM
506
Hilton Capital Management
New York
$18.7M +$3.44M +39,166 +23%
WTC
507
WhitTier Trust Company
Nevada
$18.7M -$400K -4,549 -2%
SVC
508
Strycker View Capital
New York
$18.7M -$11M -125,000 -37%
CFB
509
Cullen/Frost Bankers
Texas
$18.5M -$3.04M -34,635 -14%
JIC
510
Johnson Investment Counsel
Ohio
$18.4M +$960K +10,931 +5%
MIM
511
Marco Investment Management
Georgia
$18.3M +$333K +3,790 +2%
PAM
512
Private Asset Management
California
$18.3M -$871K -9,910 -5%
GL
513
GLG LLC
New York
$18.2M +$2.3M +26,171 +14%
DGHMC
514
Dalton, Greiner, Hartman, Maher & Co
New York
$18.2M -$3M -34,185 -14%
GLRA
515
Gerald L. Ray & Associates
Texas
$18.1M -$147K -1,672 -0.8%
GAI
516
General American Investors
New York
$18M -$878K -10,000 -5%
PMAM
517
Picton Mahoney Asset Management
Ontario, Canada
$17.9M -$1.22M -13,850 -6%
WIC
518
Willis Investment Counsel
Georgia
$17.8M -$2.56M -29,200 -13%
CCM
519
Covington Capital Management
California
$17.8M -$862K -9,813 -5%
HP
520
Hosking Partners
United Kingdom
$17.6M +$1.59M +18,121 +10%
CL
521
Chubb Ltd
Switzerland
$17.6M – – –
CS
522
Central Securities
New York
$17.6M – – –
MME
523
Meag Munich Ergo
Germany
$17.6M – – –
BPB
524
Badgley, Phelps & Bell
Washington
$17.5M +$152K +1,735 +0.9%
OA
525
Oak Associates
Ohio
$17.5M -$16.6M -188,498 -49%
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