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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 %
CG
526
Clinton Group
New York
$17.3M +$17.3M +197,390 New
BCAM
527
Boston Common Asset Management
Massachusetts
$17.2M -$569K -6,472 -3%
RI
528
Redwood Investments
Massachusetts
$17.2M +$10.9M +124,552 +174%
CI
529
Cigna Investments
Connecticut
$17.2M +$1.1M +12,489 +7%
BCM
530
Bridgeway Capital Management
Texas
$17.1M -$1.5M -17,100 -8%
GLA
531
Great Lakes Advisors
Illinois
$17.1M +$2.76M +31,365 +19%
Cambridge Investment Research Advisors
532
Cambridge Investment Research Advisors
Iowa
$17M +$2.44M +27,773 +17%
DDPIC
533
Deroy & Devereaux Private Investment Counsel
Michigan
$17M -$586K -6,669 -3%
PAG
534
Private Advisor Group
New Jersey
$17M +$512K +5,936 +3%
SI
535
Stephens Inc
Arkansas
$17M +$2.6M +29,584 +18%
ESBC
536
E.S. Barr & Co
Kentucky
$16.9M -$220K -2,508 -1%
HIM
537
Hermes Investment Management
United Kingdom
$16.9M -$1.97M -22,431 -10%
AR
538
Advisory Research
Illinois
$16.9M +$12.9M +147,138 +328%
SYBT
539
Stock Yards Bank & Trust
Kentucky
$16.9M +$34.6K +394 +0.2%
APFBOT
540
Amica Pension Fund Board of Trustees
Rhode Island
$16.9M – – –
LMGAM
541
Liberty Mutual Group Asset Management
Massachusetts
$16.8M -$5.94M -67,608 -26%
BB
542
Busey Bank
Illinois
$16.7M +$245K +2,790 +1%
QIM
543
Quantitative Investment Management
Virginia
$16.5M +$16.5M +188,000 New
CC
544
Cadinha & Co
Hawaii
$16.5M +$50.1K +570 +0.3%
ELI
545
Empire Life Investments
Ontario, Canada
$16.5M -$15.1M -232,590 -48%
FBP
546
Flippin Bruce & Porter
Virginia
$16.5M +$230K +2,619 +1%
ACM
547
Azimuth Capital Management
Michigan
$16.4M +$561K +6,389 +4%
AG
548
Advisor Group
Arizona
$16.3M +$1.65M +18,813 +11%
CAM
549
Carret Asset Management
New York
$16.3M -$523K -5,951 -3%
FCBT
550
First Citizens Bank & Trust
North Carolina
$16.3M -$4.23M -48,120 -21%
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