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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 %
MRCM
876
M&R Capital Management
New Jersey
$6.18M +$43.7K +497 +0.7%
OMCS
877
Old Mutual Customised Solutions
South Africa
$6.18M +$308K +3,508 +5%
BHWM
878
Bar Harbor Wealth Management
New Hampshire
$6.18M -$52.9K -602 -0.8%
MCMT
879
Moon Capital Management (Tennessee)
Tennessee
$6.17M -$78.7K -896 -1%
SPIA
880
Steward Partners Investment Advisory
New York
$6.16M +$2.06M +23,476 +50%
PTC
881
Private Trust Company
Ohio
$6.14M -$1.66M -18,936 -21%
BONST
882
Bank of Nova Scotia Trust
Ontario, Canada
$6.13M +$1.7M +19,342 +38%
SHGA
883
Sand Hill Global Advisors
California
$6.11M +$47.9K +545 +0.8%
GI
884
Gradient Investments
Minnesota
$6.11M -$653K -7,429 -10%
AIU
885
Algebris Investments (UK)
United Kingdom
$6.1M +$6.1M +69,400 New
DIA
886
Denver Investment Advisors
Colorado
$6.09M -$2.13M -24,257 -26%
Simplex Trading
887
Simplex Trading
Illinois
$6.09M -$2.99M -34,059 -33%
GW
888
GW & Wade
Massachusetts
$6.07M -$6.84M -77,906 -53%
RIM
889
Rainier Investment Management
Washington
$6.06M -$598K -6,810 -9%
ECM
890
Everence Capital Management
Indiana
$6.04M – – –
RCM
891
Riverhead Capital Management
Delaware
$6.02M +$2.97M +33,786 +97%
SB
892
Simmons Bank
Arkansas
$6.01M -$67.9K -773 -1%
NCM
893
Nelson Capital Management
California
$6M +$50.9K +580 +0.9%
LPT
894
Legacy Private Trust
Wisconsin
$5.97M -$179K -2,036 -3%
ISB
895
Iowa State Bank
Iowa
$5.95M -$37.7K -429 -0.6%
CIM
896
CenturyLink Investment Management
Colorado
$5.94M – – –
BTNA
897
Bremer Trust National Association
Minnesota
$5.92M -$660K -7,513 -10%
WBG
898
Wharton Business Group
Pennsylvania
$5.91M -$146K -1,661 -2%
LW
899
Linscomb Wealth
Texas
$5.91M +$184K +2,090 +3%
SIC
900
Sigma Investment Counselors
Michigan
$5.9M -$560K -6,378 -9%
34 35
36
37 38