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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 %
11A
601
10-15 Associates
New York
$13.7M -$2.53M -28,845 -16%
NB
602
Norinchukin Bank
Japan
$13.7M +$1.39M +15,816 +11%
KFC
603
Klingenstein Fields & Co
New York
$13.7M +$14.3K +163 +0.1%
FIB
604
First Interstate Bank
Montana
$13.7M -$4.9M -55,773 -26%
DBT
605
Dubuque Bank & Trust
Iowa
$13.7M -$719K -8,181 -5%
BCM
606
Buckhead Capital Management
Georgia
$13.7M +$25.7K +293 +0.2%
CAM
607
Cypress Asset Management
Texas
$13.7M -$184K -2,097 -1%
CW
608
Cabot-Wellington
Massachusetts
$13.7M -$26.2K -300 -0.2%
TAM
609
Taurus Asset Management
New York
$13.6M -$2.34M -26,585 -15%
CTC
610
Central Trust Company
Missouri
$13.5M -$17.8K -203 -0.1%
MERSOM
611
Municipal Employees' Retirement System of Michigan
Michigan
$13.5M – – –
AP
612
Appleton Partners
Massachusetts
$13.2M -$1.39M -15,825 -9%
SC
613
SouthState Corp
Florida
$13.2M +$343K +3,904 +3%
MSR
614
Main Street Research
Connecticut
$13.2M +$320K +3,643 +2%
PCM
615
Parsons Capital Management
Rhode Island
$13M -$355K -4,045 -3%
LM
616
Lincluden Management
Ontario, Canada
$13M -$979K -11,145 -7%
CBB
617
Citizens Business Bank
California
$13M -$589K -6,701 -4%
HCMNY
618
Howard Capital Management (New York)
New York
$13M -$113K -1,286 -0.9%
TU
619
TDAM USA
Ontario, Canada
$12.9M +$451K +5,134 +4%
MI
620
Markston International
New York
$12.9M -$1.16M -13,224 -8%
IAM
621
Impax Asset Management
New Hampshire
$12.9M +$5.27M +60,000 +69%
SCA
622
Stillwater Capital Advisors
Pennsylvania
$12.8M -$2.78M -31,634 -18%
PNAA
623
Pictet North America Advisors
Switzerland
$12.8M +$9.43M +107,369 +279%
VIA
624
Vantis Investment Advisers
Florida
$12.8M +$12.8M +145,500 New
WI
625
Wafra Inc
New York
$12.7M -$9.04M -102,954 -42%
23 24
25
26 27