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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 %
VWM
776
Venturi Wealth Management
Texas
$8.31M +$435K +5,104 +6%
HVIA
777
Hudson Valley Investment Advisors
New York
$8.24M +$101K +1,147 +1%
JG
778
Jefferies Group
New York
$8.21M +$7.15M +81,358 +672%
FM
779
Foster & Motley
Ohio
$8.19M +$64.6K +735 +0.8%
EOJOAM
780
E. Ohman J:or Asset Management
Sweden
$8.19M +$887K +10,100 +12%
BCMO
781
Buckingham Capital Management (Ohio)
Ohio
$8.17M -$289K -3,287 -3%
CCC
782
Cincinnati Casualty Company
Ohio
$8.17M – – –
CSUI
783
Cincinnati Specialty Underwriters Insurance
Ohio
$8.17M – – –
CTA
784
Chesley Taft & Associates
Illinois
$8.15M -$426K -4,855 -5%
NCM
785
Narwhal Capital Management
Georgia
$8.12M -$1.76K -20 -0%
RIM
786
Regent Investment Management
Kentucky
$8.08M +$586K +6,670 +8%
FNFDCM
787
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.07M +$64.4K +733 +0.8%
BIA
788
Biondo Investment Advisors
Pennsylvania
$8.06M +$145K +2,332 +2%
Westfield Capital Management
789
Westfield Capital Management
Massachusetts
$8.06M -$94K -1,070 -1%
EVM
790
Evelyn V. Moreno
$7.96M +$975K +11,100 +14%
SIP
791
Stoneridge Investment Partners
Pennsylvania
$7.95M +$277K +3,156 +4%
CA
792
Continental Advisors
Utah
$7.91M – – –
BCM
793
BTC Capital Management
Iowa
$7.91M -$572K -6,513 -7%
TAM
794
Telemark Asset Management
Massachusetts
$7.91M -$878K -10,000 -10%
CRC
795
Curi RMB Capital
Illinois
$7.89M -$797K -9,070 -9%
MSV
796
MN Services Vermogensbeheer
Netherlands
$7.85M +$142K +1,733 +2%
HAG
797
HighPoint Advisor Group
Illinois
$7.78M +$6.74K +72 +0.1%
BC
798
Bartlett & Co
Ohio
$7.74M +$315K +3,584 +4%
AF
799
Alerus Financial
North Dakota
$7.65M +$3.78K +43 +0%
CCM
800
Compton Capital Management
Rhode Island
$7.6M +$37.3K +425 +0.5%
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