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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 %
BCM
851
Bourgeon Capital Management
Connecticut
$6.65M +$26.6K +303 +0.4%
RWP
852
RWA Wealth Partners
Massachusetts
$6.65M +$6.65M +75,687 New
Wolverine Trading
853
Wolverine Trading
Illinois
$6.61M +$6.61M +74,210 New
MP
854
MSD Partners
New York
$6.59M – – –
AL
855
Agran Libbie
California
$6.59M +$167K +1,905 +3%
TBA
856
Tower Bridge Advisors
Pennsylvania
$6.55M -$282K -3,205 -4%
AF
857
Arrow Financial
New York
$6.53M -$929K -10,578 -12%
CTA
858
Colonial Trust Advisors
South Carolina
$6.49M +$101K +1,157 +2%
AW
859
ACG Wealth
Georgia
$6.49M +$1.92M +21,841 +42%
KCM
860
Kornitzer Capital Management
Kansas
$6.46M +$4.69M +53,380 +265%
BOH
861
Bank of Hawaii
Hawaii
$6.45M -$281K -3,198 -4%
II
862
IFM Investors
Australia
$6.39M +$2.32M +26,402 +57%
RJA
863
Robshaw & Julian Associates
New York
$6.39M -$136K -1,550 -2%
AP
864
Advisor Partners
California
$6.38M +$543K +6,177 +9%
GC
865
Grace Capital
Massachusetts
$6.38M +$50.1K +570 +0.8%
WFMPM
866
Woodley Farra Manion Portfolio Management
Indiana
$6.38M +$334K +3,804 +6%
PCA
867
Personal Capital Advisors
California
$6.37M +$232K +2,624 +4%
GCP
868
GSA Capital Partners
United Kingdom
$6.35M +$6.35M +72,268 New
EIM
869
Essex Investment Management
Massachusetts
$6.31M -$95.7K -1,089 -1%
CG
870
Cutler Group
California
$6.3M -$7.64M -86,933 -55%
LIM
871
Leavell Investment Management
Alabama
$6.29M +$1.11M +12,610 +21%
BAM
872
Boyar Asset Management
New York
$6.26M +$1.77M +20,201 +40%
PGIM
873
Pacific Global Investment Management
California
$6.24M +$145K +1,653 +2%
CIA
874
Capital Investment Advisors
Georgia
$6.24M -$48.8K -555 -0.8%
CCM
875
CWH Capital Management
Washington
$6.23M -$23.3K -265 -0.4%
33 34
35
36 37