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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 %
LGC
1026
Laurel Grove Capital
California
$4.23M -$101K -1,150 -2%
BRWA
1027
B. Riley Wealth Advisors
Florida
$4.19M -$35.2K -401 -0.8%
WIS
1028
Wright Investors Service
Connecticut
$4.18M +$315K +3,585 +8%
ASN
1029
Advisory Services Network
Georgia
$4.18M +$4.18M +47,532 New
IWM
1030
Integrated Wealth Management
California
$4.17M +$85.8K +977 +2%
CCM
1031
Crossvault Capital Management
Texas
$4.14M +$4.14M +47,114 New
WAM
1032
Wealthspire Advisors (Maryland)
Maryland
$4.14M +$192K +2,184 +5%
IB
1033
Intrust Bank
Kansas
$4.13M -$87.2K -993 -2%
SPC
1034
Sigma Planning Corp
Michigan
$4.11M +$158K +1,795 +4%
SBL
1035
Sargent Bickham Lagudis
Colorado
$4.11M -$691K -7,865 -14%
HWA
1036
HCR Wealth Advisors
California
$4.09M +$138K +1,575 +4%
MCM
1037
Mengis Capital Management
Oregon
$4.08M -$19.8K -225 -0.5%
AIS
1038
AlphaOne Investment Services
Pennsylvania
$4.06M +$22K +250 +0.5%
ACM
1039
Argyle Capital Management
Pennsylvania
$4.06M +$17.6K +200 +0.4%
HR
1040
Howe & Rusling
New York
$4.06M +$3.5M +39,792 +624%
HIS
1041
Horizon Investment Services
Indiana
$4.04M +$3.65M +41,547 +927%
RMDI
1042
R.M. Davis Inc
Maine
$4.04M -$61.1K -696 -1%
ECM
1043
EagleClaw Capital Management
Massachusetts
$4.04M -$35.2K -400 -0.9%
BIM
1044
Beach Investment Management
Pennsylvania
$4.03M – – –
LA
1045
LVW Advisors
New York
$4.03M -$692K -7,880 -15%
FMC
1046
First Merchants Corp
Indiana
$4.02M -$105K -1,190 -3%
FAM
1047
Foresters Asset Management
Ontario, Canada
$4.01M -$5.78M -49,430 -59%
GP
1048
Girard Partners
Pennsylvania
$4M +$660K +7,518 +20%
RCM
1049
Radnor Capital Management
Pennsylvania
$3.98M -$35.1K -400 -0.9%
ACM
1050
Adalta Capital Management
New York
$3.98M +$3.98M +45,322 New
40 41
42
43 44