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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 %
WC
1151
Whitney & Co
New York
$3.13M +$201K +2,284 +7%
AC
1152
Abbrea Capital
California
$3.13M +$209K +2,380 +7%
WAS
1153
Winch Advisory Services
Wisconsin
$3.09M +$422K +4,805 +16%
GWM
1154
Geneos Wealth Management
Colorado
$3.09M -$25.8K -294 -0.8%
AAM
1155
Augustine Asset Management
Florida
$3.09M +$1.29M +14,673 +72%
WS
1156
Wedbush Securities
California
$3.08M +$83.6K +952 +3%
GKFF
1157
George Kaiser Family Foundation
Oklahoma
$3.08M -$527K -6,002 -15%
TSWM
1158
Triangle Securities Wealth Management
North Carolina
$3.07M -$131K -1,496 -4%
LJAC
1159
L.J. Altfest & Co
New York
$3.07M +$51.7K +588 +2%
PIC
1160
PCJ Investment Counsel
Ontario, Canada
$3.05M +$2.17M +24,710 +247%
BCM
1161
Beck Capital Management
Texas
$3.04M +$222K +2,528 +8%
OC
1162
Oarsman Capital
Wisconsin
$3.03M +$227K +2,585 +8%
RCAG
1163
Rehmann Capital Advisory Group
Michigan
$3.02M +$108K +1,231 +4%
IAMOG
1164
Investors Asset Management of Georgia
Georgia
$3.02M +$6.59K +75 +0.2%
DBIA
1165
Dumont & Blake Investment Advisors
New Jersey
$3.01M +$12.3K +140 +0.4%
MBTD
1166
Mechanics Bank - Trust Department
California
$3.01M -$400K -4,558 -12%
ICOM
1167
Investment Counselors of Maryland
Maryland
$3.01M -$353K -4,023 -11%
FWCM
1168
First Western Capital Management
California
$2.98M +$1.31M +14,952 +79%
PA
1169
Perennial Advisors
New York
$2.98M -$73.2K -833 -2%
FA
1170
FMA Advisory
Pennsylvania
$2.98M +$2.98M +33,872 New
TWA
1171
TCI Wealth Advisors
Arizona
$2.97M -$8.7K -99 -0.3%
VAS
1172
Valicenti Advisory Services
New York
$2.97M +$2.97M +33,790 New
CCA
1173
Checchi Capital Advisers
California
$2.97M -$325K -3,705 -10%
CWM
1174
Circle Wealth Management
New Jersey
$2.96M +$1.14K +13 +0%
OCM
1175
One Capital Management
California
$2.94M -$223K -2,539 -7%
45 46
47
48 49