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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 %
AC
701
AFAM Capital
Texas
$10.1M -$308K -3,505 -3%
SC
702
Skylands Capital
Wisconsin
$10.1M -$4.39K -50 -0%
CRCM
703
Crystal Rock Capital Management
Illinois
$10.1M -$1.55M -17,632 -13%
CIA
704
Choate Investment Advisors
Massachusetts
$10.1M -$117K -1,330 -1%
WF
705
WealthTrust Fairport
Ohio
$10.1M -$95.5K -1,087 -0.9%
DSI
706
Daiwa SB Investments
Japan
$10.1M -$372K -4,230 -4%
VIA
707
Virtus Investment Advisers
Connecticut
$10M -$1.81M -20,584 -15%
BSPF
708
British Steel Pension Fund
United Kingdom
$10M -$813K -9,261 -8%
1IA
709
1834 Investment Advisors
Wisconsin
$10M -$944K -10,747 -9%
CWM
710
Calamos Wealth Management
Illinois
$9.93M +$214K +2,441 +2%
OI
711
Oakbrook Investments
Illinois
$9.91M -$8.2M -93,360 -45%
FFBTD
712
First Financial Bank - Trust Division
Ohio
$9.89M +$101K +1,150 +1%
1SB
713
1ST Source Bank
Indiana
$9.87M -$124K -1,413 -1%
SCA
714
Stonebridge Capital Advisors
Minnesota
$9.86M -$82.5K -939 -0.8%
LA
715
Leonetti & Associates
Illinois
$9.82M -$777K -8,850 -7%
FAAS
716
First Allied Advisory Services
California
$9.8M -$1.39M -15,799 -12%
TSW
717
Thompson Siegel & Walmsley
Virginia
$9.79M +$743K +8,462 +8%
CF
718
CNA Financial
Illinois
$9.72M – – –
CIS
719
Connors Investor Services
Pennsylvania
$9.69M +$3.53M +40,295 +57%
CI
720
Conning Inc
Connecticut
$9.67M -$478K -5,439 -5%
KCP
721
KDI Capital Partners
North Carolina
$9.67M +$9.67M +110,039 New
QF
722
QVT Financial
New York
$9.66M – – –
ECM
723
Exchange Capital Management
Michigan
$9.66M -$518K -5,893 -5%
AC
724
Alexandria Capital
Virginia
$9.65M -$402K -4,578 -4%
BCMNY
725
Buckingham Capital Management (New York)
New York
$9.65M +$509K +5,800 +6%
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