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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 %
PP
676
Patten & Patten
Tennessee
$10.8M +$69K +785 +0.6%
CM
677
Castleark Management
Illinois
$10.7M +$2.96M +33,700 +38%
GCA
678
Guardian Capital Advisors
Ontario, Canada
$10.7M -$25.1K -290 -0.2%
CANC
679
Culbertson A N & Co
Virginia
$10.7M -$81.1K -923 -0.8%
RCP
680
Rothschild Capital Partners
New York
$10.6M +$52K +592 +0.5%
CIP
681
Convergence Investment Partners
Florida
$10.6M -$2.08M -23,700 -16%
FPCM
682
Financial Partners Capital Management
New York
$10.5M -$2.77M -31,569 -21%
CA
683
Cullinan Associates
Kentucky
$10.5M -$3.4M -38,681 -24%
PWM
684
Patriot Wealth Management
Texas
$10.5M -$3.09M -35,186 -23%
CCFCSB
685
Cape Cod Five Cents Savings Bank
Massachusetts
$10.5M -$1.43M -16,307 -12%
CW
686
Cobiz Wealth
Colorado
$10.5M -$102K -1,162 -1%
M
687
MOTCO
Texas
$10.4M -$404K -4,596 -4%
NRS
688
Neville Rodie & Shaw
New York
$10.4M +$117K +1,334 +1%
CCA
689
Cobblestone Capital Advisors
New York
$10.4M -$2.84M -32,295 -21%
CWM
690
Cabot Wealth Management
Massachusetts
$10.4M -$366K -4,170 -3%
DMIC
691
Dixon Mitchell Investment Counsel
British Columbia, Canada
$10.4M -$495K -5,637 -5%
TCOV
692
Trust Company of Vermont
Vermont
$10.3M -$210K -2,391 -2%
PAM
693
Premier Asset Management
Illinois
$10.3M -$683K -7,780 -6%
DA
694
DSC Advisors
Illinois
$10.3M -$3.52M -40,117 -25%
FA
695
FDx Advisors
Illinois
$10.3M -$546K -6,216 -5%
JIM
696
Jupiter Investment Management
United Kingdom
$10.3M +$2.27M +25,795 +28%
JAM
697
JCIC Asset Management
Ontario, Canada
$10.2M +$330K +3,762 +3%
WAM
698
Winslow Asset Management
Ohio
$10.2M -$264K -3,010 -3%
TIM
699
Thompson Investment Management
Wisconsin
$10.2M -$712K -8,105 -7%
KCM
700
Kanawha Capital Management
Virginia
$10.1M +$6.94K +79 +0.1%
26 27
28
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