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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 %
KPF
926
K2 Principal Fund
Ontario, Canada
$5.58M +$4.68M +53,300 +524%
CDH
927
Charles D. Hyman
$5.56M +$2.32M +26,399 +72%
EFS
928
Essex Financial Services
Connecticut
$5.53M -$1.1M -12,574 -17%
SCA
929
Stieven Capital Advisors
Missouri
$5.53M -$43.9K -500 -0.8%
ANTB
930
AMG National Trust Bank
Colorado
$5.51M -$702K -7,994 -11%
BAM
931
Baring Asset Management
United Kingdom
$5.49M -$10.8M -122,516 -66%
SAM
932
Selway Asset Management
$5.46M -$70.3K -800 -1%
DP
933
Dearborn Partners
Illinois
$5.46M -$32.1K -366 -0.6%
FDCC
934
Foster Dykema Cabot & Co
Massachusetts
$5.45M -$68.7K -782 -1%
CCG
935
Cypress Capital Group
Florida
$5.4M +$1.6M +18,177 +42%
BO
936
BRR OpCo
Ohio
$5.38M -$322K -3,666 -6%
KOCAA
937
Knights of Columbus Asset Advisors
Connecticut
$5.38M +$5.38M +61,200 New
MCM
938
McKinley Capital Management
Alaska
$5.38M -$2.37M -26,985 -31%
MC
939
Moors & Cabot
Massachusetts
$5.37M -$251K -2,845 -4%
ANBT
940
American National Bank & Trust
Texas
$5.37M -$1.89M -21,516 -26%
SIA
941
SeaBridge Investment Advisors
New Jersey
$5.33M -$306K -3,485 -5%
KLWA
942
Kelly Lawrence W & Associates
California
$5.32M +$615 +7 +0%
AL
943
Aspiriant LLC
California
$5.3M -$740K -8,427 -12%
JAM
944
Jolley Asset Management
North Carolina
$5.29M -$91.2K -1,038 -2%
PVH
945
Psagot Value Holdings
Israel
$5.28M -$513K -5,840 -9%
CFC
946
Cincinnati Financial Corp
Ohio
$5.27M – – –
WTB
947
Washington Trust Bank
Washington
$5.27M -$473K -5,389 -8%
PP
948
Paloma Partners
Connecticut
$5.23M -$4.23M -48,168 -45%
DCM
949
Delta Capital Management
New Jersey
$5.22M -$114K -1,300 -2%
DWT
950
Dorsey & Whitney Trust
South Dakota
$5.22M +$1.13M +12,901 +28%
36 37
38
39 40