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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 %
SC
951
Schulhoff & Co
Ohio
$5.19M +$41.7K +475 +0.8%
TA
952
Tiedemann Advisors
New York
$5.19M +$1.82M +20,740 +54%
CFA
953
Capstone Financial Advisors
Illinois
$5.16M +$43.9K +500 +0.9%
SSI
954
Scott & Selber Inc
Texas
$5.12M -$7.99K -91 -0.2%
AWCI
955
Alpine Woods Capital Investors
New York
$5.12M +$43.9K +500 +0.9%
LWCFA
956
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5.1M -$444K -5,056 -8%
LMIM
957
Lockheed Martin Investment Management
Maryland
$5.1M – – –
UFG
958
United Fire Group
Iowa
$5.07M – – –
BC
959
Brinker Capital
Pennsylvania
$5.07M -$204K -2,326 -4%
CB
960
Community Bank
New York
$5.05M -$74.7K -850 -1%
CCMINC
961
Cardinal Capital Management Inc (North Carolina)
North Carolina
$5.03M -$39.1K -445 -0.8%
BFIM
962
Beese Fulmer Investment Management
Ohio
$5.02M -$127K -1,446 -2%
LNWWM
963
Laird Norton Wetherby Wealth Management
California
$5.01M +$57.3K +652 +1%
PAM
964
Peak Asset Management
Colorado
$5.01M -$23.4K -266 -0.5%
HBT
965
Hills Bank & Trust
Iowa
$4.98M -$56.7K -645 -1%
AIM
966
AMI Investment Management
Indiana
$4.97M +$3.92M +44,676 +374%
WSCM
967
Wellington Shields Capital Management
New York
$4.97M +$134K +1,523 +3%
KWMG
968
King Wealth Management Group
Florida
$4.96M -$58.2K -663 -1%
WPP
969
Whalerock Point Partners
Rhode Island
$4.95M -$81K -922 -2%
YIA
970
YHB Investment Advisors
Connecticut
$4.94M +$105K +1,208 +2%
OSAM
971
O'Shaughnessy Asset Management
Connecticut
$4.94M +$4.49M +51,141 +998%
CIS
972
Capital International Sarl
California
$4.94M +$178K +2,030 +4%
NIP
973
Nicholas Investment Partners
California
$4.94M +$627K +7,133 +15%
RC
974
Roundview Capital
New Jersey
$4.93M +$431K +4,908 +10%
CBN
975
Cadence Bank NA
Texas
$4.92M -$279K -3,175 -5%
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