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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 %
BT
576
Beacon Trust
New Jersey
$15.1M -$6.8K -75 -0%
EGA
577
Eagle Global Advisors
Texas
$15.1M +$74K +842 +0.5%
CFM
578
Coronation Fund Managers
South Africa
$15M -$6.76M -76,946 -31%
IA
579
IFP Advisors
Florida
$15M +$515K +5,863 +4%
CCM
580
Cadence Capital Management
Massachusetts
$15M -$1.33M -15,090 -8%
CA
581
Clearstead Advisors
Ohio
$15M +$9.83M +111,873 +191%
BPC
582
Banque Pictet & Cie
Switzerland
$14.9M +$9.71M +110,519 +187%
VC
583
Vestor Capital
Illinois
$14.9M +$147K +1,675 +1%
Marshall Wace
584
Marshall Wace
United Kingdom
$14.8M -$17M -193,558 -53%
MPWT
585
MassMutual Private Wealth & Trust
Connecticut
$14.8M +$1.74M +19,826 +13%
VKH
586
Virtu KCG Holdings
New York
$14.8M +$14.1M +160,015 +1,942%
AIP
587
Ameritas Investment Partners
Nebraska
$14.8M -$946K -10,765 -6%
SIC
588
Salem Investment Counselors
North Carolina
$14.7M +$1.98M +22,826 +16%
SWP
589
Stratos Wealth Partners
Ohio
$14.6M +$2.11M +23,972 +17%
LPL Financial
590
LPL Financial
California
$14.2M -$916K -10,467 -6%
MML Investors Services
591
MML Investors Services
Massachusetts
$14.2M +$14.2M +235,758 New
NCM
592
Noesis Capital Mangement
Florida
$14.2M -$215K -2,446 -1%
TCM
593
Tufton Capital Management
Maryland
$14.1M -$910K -10,357 -6%
QOP
594
Quinn Opportunity Partners
Virginia
$14.1M – – –
FANJ
595
Financial Architects (New Jersey)
New Jersey
$13.9M +$8.73M +99,360 +168%
GMI
596
Greystone Managed Investments
Saskatchewan, Canada
$13.8M -$1,000K -11,381 -7%
V
597
Veritable
Delaware
$13.8M -$296K -3,369 -2%
CCM
598
Cohen Capital Management
California
$13.8M -$51.8K -590 -0.4%
NIPH
599
NN Investment Partners Holdings
Netherlands
$13.8M +$2.98M +33,974 +28%
PCM
600
Palisade Capital Management
New Jersey
$13.7M -$126K -1,430 -0.9%
22 23
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