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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
1
BlackRock
New York
$20.2B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.6B
3
Canada Pension Plan Investment Board
3
Canada Pension Plan Investment Board
Ontario, Canada
$680M
4
Viking Global Investors
4
Viking Global Investors
Connecticut
$325M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$8.78B

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$8.69B
2
Harris Associates
2
Harris Associates
Illinois
$1.11B
3
Franklin Resources
3
Franklin Resources
California
$2.64B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$308M
5
Invesco
5
Invesco
Georgia
$2.42B
Name Holding Trade Value Shares
Change 		Shares
Change %
RhumbLine Advisers
76
RhumbLine Advisers
Massachusetts
$545M +$14.6M +166,254 +3%
TIM
77
Thornburg Investment Management
New Mexico
$540M -$103M -1,171,808 -16%
Nordea Investment Management
78
Nordea Investment Management
Sweden
$522M -$32.6M -371,543 -6%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$505M +$53.8M +612,200 +12%
Asset Management One
80
Asset Management One
Japan
$504M -$46.1M -524,460 -8%
AQR Capital Management
81
AQR Capital Management
Connecticut
$484M -$2.32M -26,378 -0.5%
Lord, Abbett & Co
82
Lord, Abbett & Co
New Jersey
$484M -$15.6M -177,968 -3%
BGIM
83
Brandywine Global Investment Management
Pennsylvania
$483M -$10.5M -119,318 -2%
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$465M -$480K -5,460 -0.1%
Swedbank
85
Swedbank
Sweden
$462M +$73.8M +840,518 +19%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$453M +$67.5M +768,404 +18%
O
87
OppenheimerFunds
New York
$419M -$49.4M -562,581 -11%
WT
88
Wellcome Trust
United Kingdom
$413M – – –
SOMRS
89
State of Michigan Retirement System
Michigan
$410M +$272K +3,100 +0.1%
Fayez Sarofim & Co
90
Fayez Sarofim & Co
Texas
$408M -$19.2M -218,915 -5%
RJA
91
Raymond James & Associates
Florida
$387M +$14M +159,411 +4%
Hotchkis & Wiley Capital Management
92
Hotchkis & Wiley Capital Management
California
$385M -$21.6M -245,861 -5%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$381M -$5.32M -60,515 -1%
Canada Life
94
Canada Life
Manitoba, Canada
$376M -$9.46M -107,688 -2%
DZ Bank
95
DZ Bank
Germany
$371M -$29.4M -335,067 -7%
Pzena Investment Management
96
Pzena Investment Management
New York
$366M -$16.6M -189,228 -4%
Diamond Hill Capital Management
97
Diamond Hill Capital Management
Ohio
$363M -$9.06M -103,145 -2%
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$362M -$3.6M -41,000 -1%
Stifel Financial
99
Stifel Financial
Missouri
$358M +$3.82M +43,460 +1%
TD Asset Management
100
TD Asset Management
Ontario, Canada
$357M +$2.03M +23,127 +0.6%
2 3
4
5 6