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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 %
IC
1176
Investment Counsel
Michigan
$2.94M +$48.3K +550 +2%
LCC
1177
Lincoln Capital Corp
Rhode Island
$2.94M +$73.1K +832 +3%
CO
1178
Caldwell & Orkin
Georgia
$2.94M +$2.94M +33,425 New
CAL
1179
Capital Analysts LLC
Pennsylvania
$2.93M -$593K -6,747 -17%
GXMC
1180
Global X Management Company
New York
$2.93M +$123K +1,403 +4%
RAM
1181
Roanoke Asset Management
New Jersey
$2.92M -$505K -5,750 -15%
SFSIG
1182
San Francisco Sentry Investment Group
California
$2.92M -$80.7K -919 -3%
DVM
1183
Dreman Value Management
Florida
$2.91M +$398K +4,528 +16%
CIG
1184
Consolidated Investment Group
Colorado
$2.9M – – –
TCM
1185
Texan Capital Management
Texas
$2.9M +$36.3K +413 +1%
CC
1186
Colrain Capital
Massachusetts
$2.9M -$1.44M -16,442 -33%
APP
1187
Avantax Planning Partners
Iowa
$2.89M -$1.11M -12,686 -28%
GD
1188
Grandfield & Dodd
New York
$2.89M – – –
BW
1189
Bison Wealth
Georgia
$2.88M -$211K -2,400 -7%
SCM
1190
Sterneck Capital Management
Missouri
$2.87M -$281K -3,202 -9%
SM
1191
Salzhauer Michael
$2.86M +$21.5K +245 +0.8%
NPC
1192
National Planning Corporation
California
$2.85M +$7.77K +89 +0.3%
Arrowstreet Capital
1193
Arrowstreet Capital
Massachusetts
$2.85M +$2.85M +32,400 New
KPCM
1194
Kings Point Capital Management
New York
$2.84M +$2.5M +28,470 +731%
BIC
1195
Bridges Investment Counsel
Nebraska
$2.84M -$2.1M -23,876 -43%
SMFG
1196
Sumitomo Mitsui Financial Group
Japan
$2.84M -$324K -3,690 -10%
MCP
1197
Mirador Capital Partners
California
$2.84M +$516K +5,876 +22%
CS
1198
Credential Securities
$2.83M +$9.58K +109 +0.3%
SFFS
1199
Stonehage Fleming Financial Services
Jersey
$2.82M -$260K -2,957 -8%
CAM
1200
Chesapeake Asset Management
New York
$2.82M – – –
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