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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 %
JWBC
901
J.W. Burns & Co
New York
$5.9M -$78.2K -890 -1%
WKWM
902
Walter & Keenan Wealth Management
Indiana
$5.89M -$573K -6,522 -9%
BOC
903
Barbara Oil Co
Illinois
$5.89M – – –
MWNA
904
Marshall Wace North America
New York
$5.88M +$5.88M +66,799 New
MC
905
MRJ Capital
New York
$5.87M +$96.6K +1,100 +2%
WCM
906
Windward Capital Management
California
$5.82M +$58.2K +662 +1%
FA
907
Fagan Associates
New York
$5.79M -$284K -3,231 -5%
TCM
908
Tradition Capital Management
New Jersey
$5.79M -$216K -2,455 -4%
Jane Street
909
Jane Street
New York
$5.78M +$1.01M +11,538 +21%
AA
910
Apriem Advisors
California
$5.75M -$46.6K -531 -0.8%
FCT
911
Family Capital Trust
Massachusetts
$5.75M -$223K -2,560 -4%
BG
912
Bollard Group
Massachusetts
$5.73M +$666K +7,583 +13%
IRF
913
IBM Retirement Fund
New York
$5.72M -$32.3M -291,254 -85%
III
914
Independent Investors Inc
New York
$5.69M -$52.7K -600 -0.9%
PIM
915
Perkins Investment Management
Illinois
$5.69M +$1.7M +19,347 +43%
GCM
916
Garland Capital Management
Washington
$5.67M -$582K -6,625 -9%
SNT
917
Security National Trust
West Virginia
$5.66M -$160K -1,819 -3%
CI
918
Capital International
California
$5.65M +$632K +7,200 +13%
BAAM
919
Baker Avenue Asset Management
California
$5.65M +$192K +2,182 +4%
CC
920
Cipher Capital
New York
$5.65M +$5.65M +64,287 New
RIA
921
RPG Investment Advisory
California
$5.63M +$349K +3,974 +7%
LFAS
922
Level Four Advisory Services
Texas
$5.59M +$231K +2,668 +4%
I
923
IberiaBank
Louisiana
$5.59M -$744K -8,474 -12%
TCOT
924
Trust Company of Toledo
Ohio
$5.58M +$221K +2,517 +4%
CWM
925
Catamount Wealth Management
Connecticut
$5.58M +$254K +2,893 +5%
35 36
37
38 39