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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 %
VST
1051
Van Strum & Towne
California
$3.98M -$72.7K -828 -2%
BC
1052
Burney Company
Virginia
$3.97M -$821K -9,343 -17%
CSA
1053
Cottage Street Advisors
Massachusetts
$3.95M -$22K -250 -0.6%
HCA
1054
Horan Capital Advisors
Ohio
$3.92M +$31.2K +355 +0.8%
SAM
1055
Sawgrass Asset Management
Florida
$3.91M -$89.6K -1,020 -2%
UR
1056
USCA RIA
Texas
$3.9M +$841K +9,578 +28%
NCMW
1057
Northern Capital Management (Wisconsin)
Wisconsin
$3.88M -$446K -5,080 -10%
IAA
1058
Independent Advisor Alliance
North Carolina
$3.88M +$710K +8,243 +22%
PPSG
1059
Princeton Portfolio Strategies Group
New Jersey
$3.88M -$6.5K -74 -0.2%
SFP
1060
Shepherd Financial Partners
Massachusetts
$3.87M -$95K -1,102 -2%
NFA
1061
Nuveen Fund Advisors
Illinois
$3.87M -$2.23M -25,369 -37%
CIC
1062
Cornercap Investment Counsel
Georgia
$3.86M +$707K +8,044 +22%
CII
1063
Capital International Inc
California
$3.86M -$87.8K -1,000 -2%
CBU
1064
CIBC Bank USA
Illinois
$3.85M -$73.7K -839 -2%
AB
1065
AT Bancorp
Iowa
$3.85M +$165K +1,882 +4%
CCP
1066
Cardan Capital Partners
Colorado
$3.84M -$19.4K -221 -0.5%
AWP
1067
Ascent Wealth Partners
New York
$3.84M +$33.8K +385 +0.9%
BBHC
1068
Brown Brothers Harriman & Co
New York
$3.83M -$8.43K -96 -0.2%
AIC
1069
Argus Investors Counsel
New York
$3.82M -$1.12M -12,700 -23%
CA
1070
CapWealth Advisors
Tennessee
$3.82M -$17.7K -202 -0.5%
ACM
1071
Alpha Capital Management
Texas
$3.82M +$5.36K +61 +0.1%
ANRIA
1072
American National Registered Investment Advisor
Texas
$3.81M +$8.35K +95 +0.2%
GIM
1073
Goelzer Investment Management
Indiana
$3.81M -$228K -2,601 -6%
IA
1074
Icon Advisers
Colorado
$3.8M – – –
DPIM
1075
Duff & Phelps Investment Management
Illinois
$3.8M -$145K -1,650 -4%
41 42
43
44 45