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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 %
PWS
1126
Peloton Wealth Strategists
Indiana
$3.28M -$509K -5,800 -13%
WCM
1127
Washington Capital Management
Washington
$3.28M -$258K -2,935 -7%
SCM
1128
Stonebridge Capital Management
California
$3.26M -$303K -3,450 -8%
UBG
1129
United Bank (Georgia)
Georgia
$3.26M -$49.4K -562 -1%
NIMI
1130
Natixis Investment Managers International
France
$3.26M +$135K +1,536 +4%
AWM
1131
Altavista Wealth Management
North Carolina
$3.25M +$319K +3,627 +11%
AI
1132
Atria Investments
North Carolina
$3.25M +$219K +2,494 +7%
COI
1133
Connable Office Inc
Michigan
$3.25M -$1.34M -15,282 -29%
CAM
1134
Columbia Asset Management
Michigan
$3.23M -$134K -1,529 -4%
BKA
1135
Brick & Kyle Associates
Pennsylvania
$3.22M -$148K -1,686 -4%
TWM
1136
Torch Wealth Management
Ohio
$3.22M -$241K -2,749 -7%
HCM
1137
Hall Capital Management
Rhode Island
$3.22M +$32K +364 +1%
ZCA
1138
Zeke Capital Advisors
Pennsylvania
$3.21M +$244K +2,780 +8%
TBNY
1139
Trustco Bank (New York)
New York
$3.21M -$52.7K -600 -2%
GPCM
1140
Granite Point Capital Management
Massachusetts
$3.21M -$918K -10,450 -22%
PFM
1141
Premier Fund Managers
United Kingdom
$3.21M -$862K -9,687 -21%
IWA
1142
IBEX Wealth Advisors
New Jersey
$3.19M +$325K +3,770 +11%
HW
1143
Hancock Whitney
Mississippi
$3.19M -$2.3M -26,229 -42%
CC
1144
Courier Capital
New York
$3.19M +$47K +535 +1%
GIA
1145
Guyasuta Investment Advisors
Pennsylvania
$3.18M -$32.9K -375 -1%
SI
1146
SII Investments
Wisconsin
$3.17M -$333K -3,787 -10%
BSB
1147
Bangor Savings Bank
Maine
$3.17M -$85K -968 -3%
BGC
1148
Blue Granite Capital
South Carolina
$3.17M – – –
IPC
1149
Independent Portfolio Consultants
Florida
$3.16M -$127K -1,446 -4%
WIM
1150
Waverton Investment Management
United Kingdom
$3.15M +$75.8K +863 +2%
44 45
46
47 48