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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 %
EWA
551
EP Wealth Advisors
California
$16.2M -$896K -10,204 -5%
PWP
552
Private Wealth Partners
California
$16.1M -$539K -6,132 -3%
MG
553
Markel Group
Virginia
$16.1M – – –
LBC
554
Lowe Brockenbrough & Co
Virginia
$15.9M -$111K -1,267 -0.7%
TIAAOA
555
Teachers Insurance & Annuity Association of America
New York
$15.9M – – –
MAM
556
Meeder Asset Management
Ohio
$15.9M +$4.89M +55,624 +44%
DADC
557
D.A. Davidson & Co
Montana
$15.8M -$23.5M -267,093 -60%
BFS
558
Baskin Financial Services
Ontario, Canada
$15.8M -$169K -1,925 -1%
First Manhattan
559
First Manhattan
New York
$15.8M +$1.52M +17,281 +11%
AAIM
560
American Assets Investment Management
California
$15.8M – – –
Mariner
561
Mariner
Kansas
$15.7M +$403K +4,593 +3%
BUB
562
BBVA USA Bancshares
Texas
$15.7M -$120K -1,361 -0.8%
ADEF
563
Adams Diversified Equity Fund
Maryland
$15.7M -$5.53M -63,000 -26%
Cerity Partners
564
Cerity Partners
New York
$15.7M +$15.2M +173,131 +3,428%
TEC
565
Tiger Eye Capital
Tennessee
$15.5M -$6.92M -78,743 -31%
CB
566
Chemical Bank
Michigan
$15.5M -$6.15K -70 -0%
QAM
567
QCI Asset Management
New York
$15.4M -$410K -4,671 -3%
AJ
568
Ashburton (Jersey)
Jersey
$15.4M – – –
TM
569
Tiger Management
New York
$15.4M +$15.4M +174,800 New
SCM
570
SKBA Capital Management
California
$15.3M -$3.23M -36,750 -17%
NB
571
NBT Bank
New York
$15.3M -$334K -3,799 -2%
BCM
572
BTR Capital Management
California
$15.3M -$3.78M -42,981 -20%
HJGA
573
Hardman Johnston Global Advisors
Connecticut
$15.3M -$159K -1,810 -1%
DWM
574
Doyle Wealth Management
Florida
$15.2M +$15.2M +173,472 New
ACM
575
Advisors Capital Management
New Jersey
$15.2M -$949K -10,803 -6%
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