JPM icon

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 %
CHA
801
Cedar Hill Associates
Illinois
$7.59M -$2.54M -28,929 -25%
BCP
802
Blue Chip Partners
Michigan
$7.58M +$205K +2,337 +3%
CFA
803
Carroll Financial Associates
North Carolina
$7.56M -$72.6K -826 -1%
FG
804
Fiduciary Group
Georgia
$7.53M +$386K +4,395 +5%
JCP
805
Jabre Capital Partners
Switzerland
$7.51M -$10.7M -121,600 -59%
LPC
806
Loeb Partners Corp
New York
$7.51M -$878K -10,000 -10%
AC
807
Addenda Capital
Quebec, Canada
$7.51M +$548K +6,234 +8%
Twin Tree Management
808
Twin Tree Management
Texas
$7.5M +$7.5M +85,359 New
EAM
809
EULAV Asset Management
Florida
$7.47M – – –
WA
810
Wasatch Advisors
Utah
$7.46M -$1.62M -18,456 -18%
BIM
811
Bridges Investment Management
Nebraska
$7.43M +$55.7K +634 +0.8%
SAM
812
Security Asset Management
New York
$7.4M -$41.7K -475 -0.6%
BOTW
813
Bank of the West
California
$7.37M -$2.02M -22,951 -21%
Hudson Bay Capital Management
814
Hudson Bay Capital Management
Connecticut
$7.35M +$7.35M +83,627 New
AC
815
Argentiere Capital
Switzerland
$7.34M -$6.18M -70,300 -46%
GC
816
Gratus Capital
Georgia
$7.29M +$119K +1,356 +2%
AI
817
Ariel Investments
Illinois
$7.28M +$90.6K +1,032 +1%
OWD
818
Osborn Williams & Donohoe
Ohio
$7.19M +$95.3K +1,085 +1%
GJL
819
Gendell Jeffrey L
$7.17M -$132K -1,500 -2%
LAM
820
Lebenthal Asset Management
New York
$7.17M +$174K +1,980 +2%
AAM
821
AR Asset Management
California
$7.15M – – –
TB
822
Terril Brothers
Missouri
$7.15M +$20.2K +230 +0.3%
OSNBOA
823
Old Second National Bank of Aurora
Illinois
$7.14M -$344K -3,915 -5%
BPM
824
Bowling Portfolio Management
Ohio
$7.14M +$2.2M +25,034 +44%
LTI
825
Laffer Tengler Investments
Tennessee
$7.12M -$165K -1,875 -2%
31 32
33
34 35