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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 %
DG
751
Davidson & Garrard
Virginia
$8.77M +$63.3K +721 +0.7%
FWIA
752
Fort Washington Investment Advisors
Ohio
$8.73M -$370K -4,214 -4%
PFP
753
Pinnacle Financial Partners
Tennessee
$8.72M +$238K +2,704 +3%
RL
754
Ruffer LLP
United Kingdom
$8.71M -$1.26M -14,509 -13%
NEAM
755
New England Asset Management
Connecticut
$8.71M +$553K +6,300 +7%
W
756
Wealthfront
California
$8.7M +$1.13M +12,854 +15%
OMC
757
Overbrook Management Corp
New York
$8.69M +$113K +1,287 +1%
HRC
758
Hoertkorn Richard Charles
$8.69M +$24.2K +275 +0.3%
MYLI
759
Meiji Yasuda Life Insurance
Japan
$8.64M -$17.6K -200 -0.2%
VV
760
Verity & Verity
South Carolina
$8.62M +$173K +1,972 +2%
CNBT
761
Canandaigua National Bank & Trust
New York
$8.62M -$183K -2,079 -2%
PI
762
Pettee Investors
Connecticut
$8.61M – – –
CAN
763
Cetera Advisor Networks
California
$8.57M +$660K +7,512 +8%
BHIA
764
Birch Hill Investment Advisors
Massachusetts
$8.57M +$89.2K +1,015 +1%
AT
765
Arden Trust
Delaware
$8.54M -$14.9K -170 -0.2%
IFB
766
iAB Financial Bank
Indiana
$8.54M -$482K -5,482 -5%
KRSITF
767
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$8.48M -$1.69M -19,263 -17%
EWM
768
Evercore Wealth Management
New York
$8.48M +$357K +4,064 +4%
OC
769
Oakworth Capital
Alabama
$8.48M +$677K +7,706 +9%
AA
770
Ancora Advisors
Ohio
$8.48M -$272K -3,100 -3%
IC
771
InterOcean Capital
Illinois
$8.45M -$5.84M -66,467 -41%
AIM
772
Avity Investment Management
Connecticut
$8.43M +$792K +9,020 +10%
VW
773
Vantage Wealth
California
$8.41M -$1.11M -12,580 -12%
CCP
774
Corient Capital Partners
California
$8.39M -$1.69M -19,267 -17%
CBOR
775
Community Bank of Raymore
Missouri
$8.38M – – –
29 30
31
32 33