JPM icon

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 %
PCA
976
PL Capital Advisors
Florida
$4.88M – – –
IFAM
977
Institutional & Family Asset Management
Colorado
$4.87M -$601K -6,842 -11%
ECM
978
Elgethun Capital Management
South Dakota
$4.87M -$123K -1,404 -2%
PTB
979
Pioneer Trust Bank
Oregon
$4.87M +$127K +1,445 +3%
AIA
980
AGF Investments America
Ontario, Canada
$4.85M +$87.3K +994 +2%
RAM
981
Redmond Asset Management
Virginia
$4.85M -$296K -3,375 -6%
MWM
982
Meridian Wealth Management
Kentucky
$4.81M +$231K +2,627 +5%
GCA
983
Greenwood Capital Associates
South Carolina
$4.81M -$189K -2,148 -4%
PIM
984
Penobscot Investment Management
Massachusetts
$4.81M -$200K -2,273 -4%
Wealth Enhancement Advisory Services
985
Wealth Enhancement Advisory Services
Minnesota
$4.72M -$311K -3,579 -6%
SBIA
986
Sheaff Brock Investment Advisors
Indiana
$4.7M +$133K +1,514 +3%
HAM
987
Highstreet Asset Management
Ontario, Canada
$4.7M +$1M +11,425 +27%
SCM
988
Schnieders Capital Management
California
$4.7M +$287K +3,269 +7%
MWAC
989
Mariner Wealth Advisors (Cincinnati)
Ohio
$4.7M +$208K +2,369 +5%
FB
990
Fulton Bank
Pennsylvania
$4.69M +$227K +2,581 +5%
KCMRT
991
Kemper Corp Master Retirement Trust
Illinois
$4.66M -$439K -5,000 -9%
CSS
992
Cubist Systematic Strategies
Connecticut
$4.65M +$3.32M +37,751 +248%
AIP
993
ARS Investment Partners
New York
$4.63M -$30.3K -345 -0.7%
MC
994
Mathes Company
New York
$4.61M -$51.4K -585 -1%
BCCM
995
Bridge Creek Capital Management
Massachusetts
$4.6M -$56K -637 -1%
ICOA
996
Investment Centers of America
North Dakota
$4.59M -$388K -4,408 -8%
BHB
997
Bank Hapoalim BM
Israel
$4.58M -$768K -8,742 -14%
BAS
998
Brown Advisory Securities
Maryland
$4.57M +$30.3K +345 +0.7%
WIM
999
Wittenberg Investment Management
Massachusetts
$4.55M -$1.23M -14,000 -21%
TF
1000
Tompkins Financial
New York
$4.55M -$70.8K -806 -2%
38 39
40
41 42