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 %
CHAM
1001
Clear Harbor Asset Management
Connecticut
$4.54M -$56K -638 -1%
Susquehanna International Group
1002
Susquehanna International Group
Pennsylvania
$4.52M +$4.52M +51,507 New
HFM
1003
Hartford Financial Management
Connecticut
$4.51M -$354K -4,030 -7%
BCA
1004
Bray Capital Advisors
Florida
$4.51M +$522K +5,949 +13%
NMIFOAC
1005
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$4.49M – – –
FG
1006
FSI Group
Ohio
$4.48M +$4.48M +51,000 New
FDCDDQ
1007
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.45M +$4.45M +50,672 New
MPA
1008
Marvin & Palmer Associates
Delaware
$4.45M +$1.11M +12,670 +33%
UF
1009
Univest Financial
Pennsylvania
$4.45M -$412K -4,688 -8%
EGA
1010
E&G Advisors
Texas
$4.44M +$246K +2,800 +6%
GIA
1011
GHP Investment Advisors
Colorado
$4.42M +$104K +1,189 +2%
CA
1012
Cetera Advisors
Colorado
$4.4M +$383K +4,357 +10%
P
1013
Pitcairn
Pennsylvania
$4.38M +$270K +3,072 +7%
WAS
1014
WESPAC Advisors SoCal
California
$4.37M +$231K +2,630 +6%
GJIC
1015
Gamble Jones Investment Counsel
California
$4.36M +$134K +1,525 +3%
SACTSONJ
1016
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$4.35M – – –
KJHP
1017
K.J. Harrison & Partners
Ontario, Canada
$4.35M +$1.58M +17,949 +57%
WC
1018
Woodstock Corp
Massachusetts
$4.3M -$237K -2,700 -5%
PWW
1019
Pettyjohn Wood & White
Virginia
$4.3M +$1.82M +20,725 +74%
MMG
1020
Monetary Management Group
Missouri
$4.3M +$13.2K +150 +0.3%
PL
1021
Parthenon LLC
Kentucky
$4.27M -$174K -1,985 -4%
PTC
1022
Philadelphia Trust Company
Pennsylvania
$4.27M +$171K +1,946 +4%
LWM
1023
Lyell Wealth Management
California
$4.26M +$260K +2,961 +7%
CNC
1024
Citizens & Northern Corp
Pennsylvania
$4.25M -$81.2K -924 -2%
EM
1025
Excalibur Management
Massachusetts
$4.23M +$234K +2,666 +6%
39 40
41
42 43