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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 %
HC
1076
Hendley & Co
Ohio
$3.8M +$478K +5,443 +14%
WPIC
1077
White Pine Investment Company
Michigan
$3.79M -$46.7K -532 -1%
RMSCM
1078
R.M. Sincerbeaux Capital Management
New York
$3.78M -$114K -1,300 -3%
BA
1079
Bristol Advisors
Pennsylvania
$3.78M -$5.17M -58,865 -58%
FMWA
1080
Forvis Mazars Wealth Advisors
Missouri
$3.78M -$95.9K -1,092 -2%
HA
1081
Halsey Associates
Connecticut
$3.75M -$40K -455 -1%
MCM
1082
McMillion Capital Management
North Carolina
$3.74M -$3.08K -35 -0.1%
AMM
1083
American Money Management
California
$3.72M -$96.4K -1,097 -3%
DSC
1084
Duncker Streett & Co
Missouri
$3.71M +$75.6K +861 +2%
HT
1085
Heritage Trust
Oklahoma
$3.71M +$3.71M +42,275 New
RWA
1086
River Wealth Advisors
Pennsylvania
$3.71M -$48.7K -555 -1%
KIG
1087
Kessler Investment Group
Indiana
$3.7M -$46.9K -534 -1%
MNBTD
1088
Moody National Bank Trust Division
Texas
$3.7M +$12.7K +145 +0.3%
ACP
1089
Aviance Capital Partners
Florida
$3.68M -$206K -2,349 -5%
MC
1090
Martin & Co
Tennessee
$3.68M +$2.9K +33 +0.1%
SWM
1091
Segment Wealth Management
Texas
$3.67M +$2.65M +30,132 +259%
BSWMG
1092
Barrington Strategic Wealth Management Group
Illinois
$3.67M -$76.4K -870 -2%
ITIM
1093
Indiana Trust & Investment Management
Indiana
$3.64M -$119K -1,355 -3%
BFA
1094
Bragg Financial Advisors
North Carolina
$3.62M +$305K +3,471 +9%
RC
1095
RBF Capital
California
$3.6M – – –
BWAM
1096
Boyd Watterson Asset Management
Ohio
$3.59M -$273K -3,108 -7%
HSA
1097
HBK Sorce Advisory
Pennsylvania
$3.57M +$68.9K +784 +2%
PMG
1098
ProVise Management Group
Florida
$3.57M -$202K -2,299 -5%
FMT
1099
First Mercantile Trust
Tennessee
$3.56M +$109K +1,239 +3%
SGA
1100
Strategic Global Advisors
California
$3.54M -$261K -2,971 -7%
42 43
44
45 46