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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 %
CC
726
ClearArc Capital
Ohio
$9.6M +$53.4K +608 +0.6%
MCM
727
Murphy Capital Management
New Jersey
$9.53M -$50K -569 -0.5%
RCIM
728
Russell Clark Investment Management
United Kingdom
$9.51M -$685K -7,800 -7%
TC
729
Trust Company
Kansas
$9.5M +$346K +3,941 +4%
AHC
730
Anderson Hoagland & Co
Missouri
$9.46M +$11.5K +131 +0.1%
CCM
731
Channing Capital Management
Illinois
$9.45M -$350K -3,982 -4%
FTC
732
Farmers Trust Company
Ohio
$9.42M -$509K -5,795 -5%
CAM
733
Congress Asset Management
Massachusetts
$9.39M +$457K +5,207 +5%
SWM
734
SVA Wealth Management
Wisconsin
$9.34M -$349K -3,973 -4%
OCM
735
Oakwood Capital Management
California
$9.34M +$1.23K +14 +0%
EWM
736
Edge Wealth Management
New York
$9.3M +$638K +7,306 +7%
CSC
737
Cove Street Capital
California
$9.28M -$606K -6,900 -6%
FSA
738
Franklin Street Advisors
North Carolina
$9.23M +$7.88M +89,699 +582%
AT
739
Argent Trust
Texas
$9.2M +$237K +2,695 +3%
ERIM
740
Eagle Ridge Investment Management
Connecticut
$9.15M +$229K +2,606 +3%
FMII
741
Farmers & Merchants Investments Inc
Nebraska
$9.15M +$327K +3,722 +4%
FFA
742
First Foundation Advisors
California
$9.06M +$8.28M +94,313 +1,068%
FHA
743
First Horizon Advisors
Tennessee
$9.04M -$682K -7,789 -7%
SGK
744
Steigerwald Gordon & Koch
Virginia
$9M -$775K -8,949 -8%
FAT
745
First American Trust
California
$8.92M +$925K +10,535 +12%
AC
746
Alley Company
Illinois
$8.91M +$566K +6,446 +7%
RWA
747
Ropes Wealth Advisors
Massachusetts
$8.9M +$210K +2,387 +2%
DY
748
Dowling & Yahnke
California
$8.83M -$118K -1,342 -1%
CIA
749
CCM Investment Advisers
South Carolina
$8.8M +$889K +10,117 +11%
MA
750
Montag & Associates
Georgia
$8.79M +$301K +3,425 +4%
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30
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