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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 %
NEPWA
1101
New England Private Wealth Advisors
Massachusetts
$3.54M -$70.7K -809 -2%
VWM
1102
Valley Wealth Managers
New Jersey
$3.53M +$56.4K +642 +2%
1GA
1103
1st Global Advisors
Texas
$3.53M -$126K -1,430 -3%
JC
1104
JBF Capital
Colorado
$3.51M – – –
MFS
1105
Monetta Financial Services
Illinois
$3.51M – – –
HIH
1106
HRS Investment Holdings
New York
$3.51M +$879K +10,000 +33%
AF
1107
Ally Financial
Michigan
$3.51M +$3.51M +40,000 New
PPCM
1108
Pillar Pacific Capital Management
California
$3.51M +$37.3K +425 +1%
QCI
1109
Quaker Capital Investments
Pennsylvania
$3.48M -$114K -1,300 -3%
PAI
1110
Pittenger & Anderson Inc
Nebraska
$3.47M -$26.4K -300 -0.8%
GAM
1111
Gotham Asset Management
New York
$3.47M +$937K +10,669 +37%
CCM
1112
Coldstream Capital Management
Washington
$3.44M -$133K -1,515 -4%
OA
1113
Oxbow Advisors
Texas
$3.44M +$3.44M +39,165 New
LPIC
1114
LeJeune Puetz Investment Counsel
Michigan
$3.43M -$105K -1,195 -3%
SWM
1115
Stockman Wealth Management
Montana
$3.43M +$255K +2,904 +8%
ATC
1116
Argent Trust Co
Tennessee
$3.42M +$37.1K +422 +1%
CSM
1117
CAMG Solamere Management
North Carolina
$3.4M +$1.42M +16,121 +71%
LRPA
1118
L. Roy Papp & Associates
Arizona
$3.39M +$71.2K +810 +2%
IMOV
1119
Investment Management of Virginia
Virginia
$3.38M -$384K -4,375 -10%
GA
1120
GFS Advisors
Texas
$3.37M -$87.8K -1,000 -3%
WIC
1121
Woodmont Investment Counsel
Tennessee
$3.37M – – –
OIA
1122
Optimum Investment Advisors
Illinois
$3.35M -$25.2K -287 -0.7%
BFO
1123
Boston Family Office
Massachusetts
$3.33M -$10.5K -120 -0.3%
SIMM
1124
Stillwater Investment Management (Minnesota)
Minnesota
$3.31M +$74.8K +852 +2%
AAM
1125
Autus Asset Management
Arizona
$3.3M +$1.75M +19,904 +113%
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