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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 %
MCM
651
Maltese Capital Management
New York
$11.9M +$3.54M +40,300 +43%
RBA
652
Richard Bernstein Advisors
New York
$11.8M – – –
SLI
653
Sumitomo Life Insurance
Japan
$11.8M -$592K -6,735 -5%
AHC
654
Adell Harriman & Carpenter
Texas
$11.7M -$487K -5,547 -4%
LIA
655
LS Investment Advisors
Michigan
$11.7M +$702K +7,995 +6%
KIA
656
KCM Investment Advisors
California
$11.7M +$53.8K +612 +0.5%
VIP
657
Vantage Investment Partners
Missouri
$11.7M +$11.7M +133,216 New
WC
658
Wexford Capital
Florida
$11.6M +$7.19M +81,905 +163%
Thrivent Financial for Lutherans
659
Thrivent Financial for Lutherans
Minnesota
$11.6M +$510K +5,810 +5%
SFM
660
Systematic Financial Management
New Jersey
$11.5M -$14.8M -168,306 -56%
FMBTD
661
First Midwest Bank Trust Division
Illinois
$11.4M -$57.5K -655 -0.5%
RAM
662
Riggs Asset Management
Pennsylvania
$11.4M -$251K -2,856 -2%
SAM
663
Strategy Asset Managers
California
$11.4M -$1.05M -11,919 -8%
SSWM
664
Smith Salley Wealth Management
North Carolina
$11.3M -$98.4K -1,120 -0.9%
PL
665
Perpetual Ltd
Australia
$11.3M -$2.28M -26,400 -17%
RW
666
Rand Wealth
Maryland
$11.1M -$945K -10,755 -8%
CT
667
Cambridge Trust
Massachusetts
$11.1M +$5.91M +67,315 +114%
LG
668
LaFleur & Godfrey
Michigan
$11.1M -$303K -3,450 -3%
B
669
Bailard
California
$11.1M -$121K -1,380 -1%
HFS
670
Haverford Financial Services
Pennsylvania
$11.1M -$1.44M -16,401 -12%
AFG
671
Albion Financial Group
Utah
$11.1M +$1.02M +11,579 +10%
NLI
672
Nippon Life Insurance
Japan
$10.9M -$3.34M -38,031 -23%
ACH
673
ArrowMark Colorado Holdings
Colorado
$10.9M -$656K -7,465 -6%
BBA
674
BLB&B Advisors
Pennsylvania
$10.9M -$158K -1,799 -1%
GIM
675
Grassi Investment Management
California
$10.8M +$2M +22,751 +23%
25 26
27
28 29