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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 %
FCA
826
Florence Capital Advisors
New York
$7.1M -$439K -5,000 -6%
BAC
827
Boys Arnold & Co
North Carolina
$7.04M -$319K -3,626 -4%
Pacer Advisors
828
Pacer Advisors
Pennsylvania
$7.01M +$330K +3,753 +5%
UFF
829
USA Financial Formulas
Michigan
$7.01M -$3.38M -38,494 -33%
CEI
830
Clark Estates Inc
New York
$7.01M -$63.7K -725 -0.9%
Jones Financial Companies
831
Jones Financial Companies
Missouri
$6.99M -$1.2M -13,719 -15%
JFGIW
832
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.99M +$2.72K +31 +0%
FLPIM
833
F.L. Putnam Investment Management
Massachusetts
$6.98M +$862K +9,813 +14%
MC
834
Middleton & Co
Massachusetts
$6.97M +$1.63M +18,524 +30%
PL
835
Parkwood LLC
Ohio
$6.96M +$1.23M +14,006 +21%
TCA
836
Teewinot Capital Advisers
New York
$6.96M +$4.66K +53 +0.1%
SGCA
837
Steel Grove Capital Advisors
Tennessee
$6.91M +$285K +3,244 +4%
SH
838
Sandia Holdings
Connecticut
$6.91M – – –
ECM
839
ETrade Capital Management
Virginia
$6.9M +$1.11M +12,673 +19%
PP
840
Pegasus Partners
Wisconsin
$6.85M -$92.4K -1,052 -1%
DWA
841
Douglass Winthrop Advisors
New York
$6.83M -$439 -5 -0%
ACI
842
Alpha Cubed Investments
California
$6.8M +$4.91M +55,897 +260%
SFS
843
Strategic Financial Services
New York
$6.79M -$4.83K -55 -0.1%
TMAM
844
Tokio Marine Asset Management
Japan
$6.77M -$1.65M -18,816 -20%
SCM
845
Suffolk Capital Management
New York
$6.77M -$692K -7,883 -9%
PAIM
846
Punch & Associates Investment Management
Minnesota
$6.75M +$48.5K +552 +0.7%
NPF
847
Norris Perne & French
Michigan
$6.73M -$1.83M -20,860 -21%
DLG
848
Daniel L. Goodwin
$6.72M – – –
RGI
849
River Global Investors
United Kingdom
$6.69M +$6.69M +76,120 New
DLCIG
850
D.L. Carlson Investment Group
New Hampshire
$6.68M -$41.7K -475 -0.6%
32 33
34
35 36